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Personal Tax Manager

Insite Public Practice Recruitment Limited
Posted 5 hours ago, valid for 8 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Client Tax Manager position is based in Milton Keynes and offers a competitive salary along with benefits and a clear progression pathway.
  • The role requires a professional with a minimum of 3 years of experience in personal tax compliance and advisory within a UK accountancy firm.
  • The successful candidate will manage a portfolio of high-net-worth individuals (HNWIs), non-domiciled clients, business owners, and trusts.
  • Key responsibilities include overseeing Self-Assessment tax returns, providing technical advice on various tax matters, and mentoring junior team members.
  • Applicants should be professionally qualified (CTA, ATT, or ACA) and possess strong knowledge of UK tax legislation, particularly regarding private client issues.
Private Client Tax Manager - Milton Keynes

?? Location: Milton Keynes?? Position: Private Client Tax Manager?? Type: Full-Time | Hybrid Working Available?? Salary: Competitive + Benefits + Progression Pathway

The Opportunity

A well-established and highly regarded accountancy firm based in Milton Keynes is seeking a confident and experienced Private Client Tax Manager to join their growing tax team. This is a fantastic opportunity for a tax professional who thrives in a client-facing role and enjoys managing a portfolio of HNWIs, non-domiciled individuals, business owners, and trusts.

The firm is known for its approachable leadership team, collaborative culture, and strong focus on technical excellence. The successful candidate will be joining a dynamic environment with real scope for progression into a senior management position.

Key Responsibilities
  • Manage a portfolio of private clients, including HNWIs, entrepreneurs, directors, and trusts

  • Review and oversee the preparation of Self-Assessment tax returns and related compliance matters

  • Provide technical advice on residency and domicile, capital gains tax, inheritance tax, and trust planning

  • Liaise directly with clients and HMRC on a regular basis, building long-term relationships

  • Support and mentor junior members of the team, providing technical reviews and development support

  • Identify tax planning opportunities and contribute to internal knowledge sharing

  • Assist partners and senior team members on bespoke advisory projects as needed

The Ideal Candidate
  • Professionally qualified - CTA, ATT, or ACA (or equivalent)

  • Solid background in personal tax compliance and advisory within a UK accountancy firm

  • Strong knowledge of UK tax legislation, with a focus on private client issues

  • Confident communicator with excellent interpersonal skills and client-handling experience

  • Able to manage deadlines and priorities in a fast-paced environment

  • Experience with tax software (e.g. CCH, IRIS, Digita) is advantageous

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.