Personal Tax Manager in Stony Stratford

Personal Tax Manager / Private Client Tax Manager | 55-65K per annum

The Opportunity

We are a well-established and growing accountancy practice based in Stony Stratford, Milton Keynes, looking to appoint an experienced Personal Tax Manager to lead and develop a growing private client tax portfolio. This role is ideal for a technically strong tax professional with hands‑on experience across Inheritance Tax, trusts, estates, and private client advisory, who is looking for autonomy, progression, and long-term career development.

This is a full-time position offering flexible working hours and hybrid working within a supportive and collaborative team environment.

Key Responsibilities

• Managing a portfolio of private clients, including HNWIs, trusts, and estates
• Preparation and review of personal tax returns
• Advising on Inheritance Tax planning, trusts, and estate planning matters
• Supporting and advising clients on capital gains tax and other personal tax issuesActing as a key point of contact for clients, building long-term relationships
• Reviewing work prepared by junior team members and providing technical guidance
• Liaising with HMRC on behalf of clients
• Supporting partners with advisory and planning work
• Keeping up to date with changes in UK tax legislation and best practice

Skills & Experience Required

• Proven experience working within personal / private client tax in an accountancy practice
• Strong technical knowledge of Inheritance Tax, trusts, estates, and CGT
• Experience managing a client portfolio independently
• Ability to provide advisory support beyond compliance
• ATT qualified and/or ACCA / ACA qualified (essential)
• Strong communication skills with a confident, client‑facing approach
• Ability to mentor and support junior staff

What’s on Offer

• Salary: £55,000 – £65,000, depending on experience
• Hybrid working model
• Flexible working hours (core hours 10am–3pm)
• Company pension
• Bonus scheme
• Free on-site parking
• Supportive and collaborative team culture
• Clear progression opportunities within the firm
• Ongoing professional development