Private Client Tax Manager in Milton Keynes

Private Client Tax Manager – Swallow Ventures Limited

If you\’re an experienced Private Client Tax Manager who\’s ready for more influence, more autonomy, and more progression, this could be exactly the move you\’ve been waiting for. Maybe you\’re doing great work but feel boxed in. Maybe you want a clearer path to senior leadership. Or perhaps you simply want the chance to shape a tax offering rather than just service one.

This role gives you that freedom. Here, you\’ll take the lead on a varied and engaging private client portfolio while becoming the go to expert on inheritance tax, trusts, succession planning and high level advisory work. You\’ll have space to think, space to advise, and space to grow. Your voice will matter, your ideas will be heard, and your career trajectory will be taken seriously.

If you want a Private Client Tax Manager position where progression isn\’t a vague promise but a genuine, achievable opportunity, this could be the perfect next step.

Responsibilities

• Lead on private client tax advisory and compliance work across a diverse portfolio
• Deliver high quality advice covering trusts, IHT, CGT and succession planning
• Support clients with non resident tax matters and HNWI planning
• Develop and implement effective tax strategies for business owners
• Mentor and support junior team members while contributing to technical excellence
• Stay current with evolving legislation and best practice
• Play an active part in shaping the firm\’s developing tax advisory function

Skills We Are Looking For

• A recognised tax qualification is desirable as is a strong technical grounding across personal tax
• Confident advising on trusts, including discretionary and specialist structures
• Skilled in inheritance tax planning and family investment company arrangements
• Strong understanding of capital gains tax and non resident tax issues
• Comfortable working directly with clients and building long lasting relationships
• Clear communicator with strong analytical and problem solving skills
• Proactive, organised and commercially aware

What\’s On Offer

• £55,000 to £65,000
• Hybrid working with three office days and two from home
• Flexitime and a supportive, people focussed work environment
• Enhanced pension, private medical insurance and free parking
• Health Assured programme plus enhanced maternity and sick pay
• Bonus scheme
• A genuine route to Director level
• A collaborative culture where your development truly matters

Register your interest by applying today or call Richard Davies or Luke Scale on 01926 290 290 to discuss this opportunity further, always in complete confidence.

Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industry: Accounting

Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref – ABJ/251378 – Private Client Tax Manager.