Private Client Tax Manager

Senior Private Client Tax Manager About Connolly Accountants Connolly Accountants is an independent, expanding accountancy practice based in Milton Keynes, specialising in accountancy and taxation services for small and medium businesses. We pride ourselves on delivering exceptional service and building strong, personal client relationships. As part of our growth, we are seeking a Senior Private Client Tax Manager to join our team, with the potential for future progression to Director level. The Opportunity This is a fantastic opportunity for an experienced tax professional to lead on private client tax compliance and advisory services for the practice. They will take ownership of a diverse and technically challenging portfolio and play a key role in delivering high-level tax advisory and compliance services, with a focus on inheritance tax, trusts and succession planning. An understanding of other key taxes will be expected to provide well‑rounded advice. They will also help shape the future of our tax offering and enjoy real opportunities for career advancement in a supportive, flexible environment. Key Responsibilities Client Advisory and Relationship Management Maintain and grow strong client relationships by acting as a trusted advisor; the foundation for all effective advisory and compliance work. Technical Advisory and Project Leadership Actively guide the team to deliver expert advice and project leadership that represents the main value delivered to clients. Advise on the implementation, benefits, drawbacks, and ongoing compliance of Discretionary Trusts and other specialist Trusts. Demonstrate a strong understanding of non‑resident tax compliance and planning. Experience working with HNWI's. Develop and deliver exit strategies and succession planning for business owners. Provide expert Inheritance Tax planning, including the use of Family Investment Companies. Advise on Capital Gains Tax matters, ensuring clients receive optimal outcomes. Team and Practice Development Support the team and maintain technical excellence, essential for long‑term success and service quality. Mentor and support junior team members, contributing to a collaborative and high‑performing culture. Stay up to date with changes in tax legislation and best practice. Candidate Profile Essential Qualifications CTA qualification is essential; ACA/ACCA or equivalent also desirable. Required Experience & Technical Expertise Proven experience as a Tax Manager or Senior Tax Manager in a practice environment. Strong technical expertise in: Implementing, advising on, and managing the ongoing compliance of Discretionary Trusts and other specialist trusts, including assessing benefits and drawbacks. Inheritance Tax planning, including the use of Family Investment Companies. Capital Gains Tax matters, ensuring clients receive optimal outcomes. Core Skills & Attributes Excellent analytical, problem‑solving, and project management skills. Ability to communicate complex tax issues clearly to clients and colleagues. Experience managing client relationships and delivering exceptional service. Proactive, detail‑orientated, and able to manage multiple assignments simultaneously. What We Offer Salary commensurate with experience. Hybrid working: 3 days in the office, 2 days from home. Flexitime scheme and a supportive, dynamic work environment. Enhanced company pension, free parking, and private medical insurance. Health Assured Programme, sick pay, and enhanced maternity leave. Bonus scheme and real opportunities for progression to Director level. A collaborative culture where your contribution is valued and your career can flourish. Company pension Enhanced maternity leave Free parking Life insurance On‑site parking Referral programmeSick pay Work from home £55,000.00-£65,000.00 per year Seniority level: Mid‑Senior levelEmployment type: Full‑timeJob function: Finance and SalesIndustries: Accounting #J-18808-Ljbffr