Private Client Tax Manager

Private Client Tax Manager

Salary: Up to £65,000

Working Arrangements: Hybrid & Flexible Working

Location: Cambridge

Role Description

An innovative and expanding accountancy firm is embracing modern technology and closer client partnerships to deliver a more commercial, advisory-focused service.

This is a highly relationship-focused role offering ownership of a portfolio of private clients, trusts, estates and owner-managed businesses.

You'll work closely with clients on a range of personal tax matters, whilst having direct access to senior leadership and the opportunity to play a key role in the growth of the firm's private client offering.

What's in it for you?

• Hybrid and flexible working
• Private healthcare
• Pension scheme
• Advisory-focused role
• Modern technology-driven environment
• Direct access to senior leadership
• Genuine Director and Equity Partner progression opportunities
• Opportunity to help shape and grow a private client service line

What you'll do

• Manage a portfolio of private clients, trusts and estates
• Review personal, partnership and trust tax returns
• Deliver advisory work across personal tax, CGT, IHT and trust taxation
• Build and maintain strong client relationships
• Manage compliance deadlines across your portfolio
• Support and develop junior team members
• Work closely with colleagues across tax, accounting and advisory services
• Identify opportunities to expand client relationships and service offerings
• Contribute to the growth of the firm's private client and family business offering

What you'll need

• CTA, ATT, ACA, ACCA or equivalent qualification
• Strong personal tax experience gained within practice
• Experience managing portfolios of private clients, trusts and estates
• Technical knowledge across personal tax, CGT, IHT and trust taxation
• Strong client relationship and communication skills
• Commercial mindset and interest in advisory work
• Ambition to progress and take on greater responsibility

Ready to apply?

If you're a Personal Tax professional looking for a more advisory-focused role with genuine progression opportunities and the chance to make a real impact within a growing firm, please apply directly with your CV or contact Harry Watson at AJ Chambers for a confidential discussion.