Job Description
Are you a technically strong Private Client Tax Manager looking to focus on high-quality advisory work while building meaningful client relationships in a supportive and forward-thinking firm?
Our client is a highly respected independent firm of accountants and tax specialists based in a beautiful Cambridge location. Renowned for delivering an outstanding personal service, they continue to attract an impressive portfolio of clients and complex advisory projects that genuinely rival those of the Big Four.
With a significant private client focus, the firm advises a diverse and interesting client base, providing exposure to a broad range of challenging tax matters within a collaborative, people-first environment.
The Opportunity - Private Client Tax Manager
Reporting immediately to the Director, as Private Client Manager you will manage your own portfolio of clients while playing a key role in delivering advisory services to an inspiring group of clientele as well as acting as mentor to junior team members. The firm's structure ensures everyone is closely involved in all aspects of client work, allowing you to develop trusted relationships and gain exposure to technically rewarding projects.
You will advise an impressive client base that includes:
- High Net Worth Individuals (HNWIs)
- Entrepreneurs and business owners
- Property investors and landlords
- Freelancers and independent traders
- UK-based clients with international interests
Typical advisory work includes:
- Inheritance Tax (IHT) planning
- Capital Gains Tax (CGT) advice
- Trusts and estate planning
- Property ownership and holding structures
- Residence and domicile matters
- Share schemes, awards and options
- Enterprise investment reliefs including EIS, SEIS and VCTs
About You: to succeed in this pivotal role, you will ideally:
- Be CTA or ATT qualified, although exceptional candidates qualified through experience will also be considered
- Have a strong background in private client taxation gained within professional services, accountancy practice or a legal environment
- Enjoy delivering technically robust and commercially focused advice
- Be confident reviewing work, mentoring junior team members and supporting their development
- Have experience preparing and presenting advisory reports to clients
Why Join this firm over all the others?
This is a private client team that genuinely stands apart. The culture is collaborative, supportive and ambitious, providing the perfect environment for talented tax professionals to thrive and progress.
The firm is also recognised for its exceptionally flexible approach to working, offering a hybrid model that was established long before it became commonplace.
Benefits include:
- Highly flexible and hybrid working arrangements
- Competitive holiday allowance
- Pension scheme
- Professional subscriptions paid
- Free parking
- A genuinely supportive and inclusive culture
- Exposure to complex, high-value advisory work
If you're looking for a role where you can utilise your technical expertise, work closely with inspiring clients and enjoy excellent flexibility, we'd love to speak with you.
For a confidential discussion, please contact Natalie Harden at your earliest convenience.
