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- Tasks: Lead high-value private client tax functions and manage complex advisory projects.
- Company: Join a dynamic accountancy practice known for its technical excellence and personal client service.
- Benefits: Enjoy a competitive salary, hybrid working, pension, private medical, and flexitime.
- Why this job: This role offers genuine progression to Director level and the chance to mentor junior professionals.
- Qualifications: CTA qualified with proven experience in senior private client tax roles and strong technical expertise.
- Other info: Be part of an expanding team focused on SME and HNW advisory in Milton Keynes.
The predicted salary is between 75000 - 80000 £ per year.
Job Description
Senior Private Client Tax Manager
Independent Accountancy Practice
Milton Keynes
£75,000-£80,000 with Hybrid Working
A dynamic and expanding accountancy practice in Milton Keynes is seeking a Senior Private Client Tax Manager to lead its high-value private client tax function. This pivotal role offers genuine progression to Director level, with exposure to complex advisory work across trusts, succession planning, and high-net-worth individuals.
Key Requirements
- CTA qualified (ACA/ACCA or equivalent highly desirable)
- Proven experience in a senior private client tax role within an accountancy practice
-
Strong technical expertise in;
Inheritance tax planning, Discretionary trusts and Succession strategies
- Demonstrated leadership in managing complex advisory projects
- Excellent client relationship and service delivery skills
- Commercial acumen with ability to grow and retain HNW client portfolios
Core Responsibilities
- Lead inheritance tax planning, including Family Investment Companies
- Manage discretionary trust structures and ensure ongoing compliance
- Advise on business sales, acquisitions, and corporate reorganisations
- Develop Employee Ownership Trust strategies and bespoke succession plans
- Deliver exit strategies for business owners and family-run enterprises
- Mentor junior tax professionals and maintain technical excellence across the team
What's on Offer
- Salary: £75,000-£80,000 depending on experience
- Working Model: Hybrid – 3 days office (Milton Keynes), 2 days work from home
- Progression: Clear progression
- Benefits: pension, private medical, life insurance
- Flexibility: Flexitime
- Development: Bonus scheme and ongoing technical training
About the Firm A well-established independent practice with a strong reputation for technical excellence and personal client service. Specialising in SME and HNW advisory, they are expanding their private client offering and seeking a strategic leader to drive growth in the Milton Keynes market.
Senior Private Client Tax Manager employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who specialise in private client tax. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the firm.
✨Tip Number 2
Stay updated on the latest tax regulations and trends, particularly those affecting high-net-worth individuals and trusts. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific examples of complex advisory projects you've managed in the past. Highlight your leadership skills and how you've successfully navigated challenges, as this will be crucial for a senior position.
✨Tip Number 4
Research the firm thoroughly, including their client base and recent developments. Tailor your conversations to show how your experience aligns with their goals, particularly in expanding their private client offering in Milton Keynes.
We think you need these skills to ace Senior Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax roles, particularly focusing on inheritance tax planning and discretionary trusts. Use specific examples to demonstrate your technical expertise and leadership skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss how your background aligns with their needs, particularly your experience with high-net-worth clients and complex advisory projects.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your CTA certification and any other relevant accreditations. If you have ACA/ACCA or equivalent qualifications, mention them prominently to strengthen your application.
Showcase Leadership Experience: Provide examples of how you've successfully managed teams or projects in previous roles. Emphasise your ability to mentor junior professionals and maintain technical excellence, as this is crucial for the position.
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Showcase Your Technical Expertise
Make sure to highlight your strong technical knowledge in areas like inheritance tax planning and discretionary trusts. Be prepared to discuss specific cases where you've successfully managed complex advisory projects.
✨Demonstrate Leadership Skills
As a Senior Private Client Tax Manager, you'll need to show that you can lead and mentor junior professionals. Share examples of how you've guided teams or improved processes in previous roles.
✨Prepare for Client Relationship Questions
Expect questions about your experience with high-net-worth clients. Be ready to discuss how you've built and maintained client relationships, as well as any strategies you've used to grow client portfolios.
✨Understand the Firm's Values and Goals
Research the firm’s reputation and their approach to client service. Align your answers with their values, especially regarding technical excellence and personal client service, to demonstrate that you're a good fit for their culture.
