Tax Assistant Manager / Manager - Private Client
Location: Cambridgeshire
A growing professional services firm is seeking a Tax Assistant Manager or Tax Manager to join their expanding private client team. This is an excellent opportunity for a candidate with strong compliance and advisory experience, particularly in trusts and personal taxation, to work on a varied and interesting portfolio of clients.
Key Responsibilities
* Managing compliance and advisory work for private clients, including trusts, high net worth individuals, and family offices
* Preparing and reviewing personal tax returns, trust returns, and IHT filings
* Advising on Capital Gains Tax, including UK property gains
* Conducting Statutory Residence Test reviews for non‑resident clients
* Working closely with partners on advisory projects and client queries
* Ensuring deadlines are met while maintaining high‑quality standards
* Explaining complex tax matters to clients clearly and effectively
Candidate Profile
* ATT qualified (or equivalent) with CTA or QBE either completed or in progress
* Experience with personal tax compliance and advisory work; trust experience preferred
* Strong attention to detail and excellent organisational skills
* Self‑motivated, able to work independently or as part of a team
* Confident in client‑facing situations, with clear communication skills
* Ability to work under pressure and manage multiple priorities
Package & Benefits
* Competitive salary in line with experience and qualifications
* Generous annual leave: 25 days + bank holidays (20 days if studying, with additional days for service)
* Paid professional subscriptions and study leave
* Tax‑efficient pension scheme
* Health and wellbeing benefits, including counselling, legal advice, Health Shield cash plan, flu vaccinations, and income protection
* Flexible working encouraged
* Enhanced maternity and sick pay policies
* Opportunities for CPD, training, and career progression
* Team social events, fundraising, and inter‑office activities
This role is ideal for a tax professional looking to deepen their experience in private client tax, particularly trusts, and to progress within a supportive, expanding team.
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