Private Client Tax Senior Manager (Advisory) About the Role

Are you an experienced Private Client Tax professional looking to take the next step in your career with a leading accountancy and advisory firm?

We are seeking a Private Client Tax Senior Manager to join a growing and highly successful team in Cambridge. This is an excellent opportunity to work closely with high-net-worth individuals, entrepreneurs, business owners, trusts and family groups, delivering bespoke tax planning and advisory solutions while leading and developing a talented team.

You will play a key role in managing complex client relationships, providing expert tax advice, supporting business development activities and helping to drive the continued growth of the Private Client Tax practice.

Key Responsibilities

• Manage a portfolio of private clients, including HNWIs, business owners, entrepreneurs, trusts and estates.
• Provide strategic advice across a range of personal tax matters, including:
• Income Tax
• Capital Gains Tax
• Inheritance Tax
• Succession Planning
• Trust and Estate Planning
• Act as the primary point of contact for key client relationships.
• Lead client meetings and provide commercially focused tax solutions.
• Review complex tax returns and advisory reports.
• Work collaboratively with colleagues across the wider business.
• Identify opportunities to provide additional services and add value to clients.
• Support and contribute to business development initiatives and networking activities.
• Mentor, coach and develop junior members of the tax team.
• Ensure all work is delivered accurately, efficiently and to the highest professional standards.

About You

To be successful in this role, you will have:

Essential

• CTA qualified.
• Significant experience within a UK accountancy practice or professional services environment.
• Strong technical knowledge of personal tax and private client advisory work.
• Experience managing a client portfolio and building long-term client relationships.
• Strong leadership and people management skills.
• Excellent communication and stakeholder management abilities.
• Commercially minded with a proactive approach to identifying opportunities.

Desirable

• STEP qualification.
• Experience advising entrepreneurs, landed estates, trusts and family offices.
• Established network of professional contacts.

What's on Offer?

• Competitive salary and benefits package.
• Flexible and hybrid working arrangements.
• Clear progression opportunities.
• Exposure to complex and rewarding advisory work.
• Ongoing professional development and training.
• A collaborative and supportive working environment.
• Opportunity to play a key role in the growth of a successful Private Client Tax team.

Apply Now

If you're an ambitious Private Client Tax Manager or Senior Manager seeking a new challenge in Cambridge, we'd love to hear from you.

Apply today to find out more about this exciting opportunity.

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