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Private client tax advisory manager | hnwis, hybrid

Cambridge
PEM Cambridge
Manager
Posted: 14h ago
Offer description

Are you ready to take the next step in your tax career with a firm that values innovation, client care, and professional excellence?

Join a thriving and forward-thinking firm as a Private Client Tax Manager, focusing on providing tax advisory projects for high-net-worth clients. You will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships, and Trusts, primarily delivering bespoke advisory projects, identifying new business opportunities, and mentoring junior team members. You will assist in delivering strategic personal tax advice and support Partners and Directors with business development aligned with the 2030 strategy.

Candidates must possess a CTA qualification; other recognized qualifications such as STEP, ACA, or ACCA will also be considered, provided there is proven post-qualification experience in personal tax advisory. Strong technical expertise, project management, team development skills, excellent communication, and the ability to build client relationships are essential. Commercial awareness and a commitment to continuous learning are also important.

We offer a flexible, hybrid working model combining office and remote work, primarily based in Cambridge and Milton.

We are seeking an experienced Assistant Manager for our Business Tax team. This role involves managing a portfolio of Grade B and C clients, providing expert tax advice, and reviewing team compliance work. The ideal candidate will be ATT qualified and either CTA qualified or have at least four years’ practical experience in business tax, with strong technical knowledge, client communication, and mentoring skills.

If you are a motivated tax professional seeking career growth, we encourage you to apply.


Share Schemes Tax Manager – Employment Tax

Join our team as a Share Scheme Tax Manager, working with clients, HMRC, and internal teams on employee share incentives and employment tax issues. You will design share plan structures, manage compliance and valuations, and deliver impactful solutions.

Experience in Share Schemes/Reward within an accountancy or law firm, along with professional qualifications such as ATT, CTA, or ACA, is required. This role offers involvement in diverse employment tax matters, including employment status, off-payroll rules, termination payments, compliance, due diligence, and HMRC inquiries. Grow your expertise and be part of a supportive team that values excellence.


Trainee Tax Adviser (School Leaver or Graduate) – ATT/CTA

Are you a recent school leaver or graduate aiming to start a career in taxation?

PEM, the largest independent accountancy firm in Cambridge, seeks talented individuals for our Tax team as Trainee Tax Advisers. This role is ideal for ambitious newcomers eager to learn and develop in taxation and advisory services.

"I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This ‘best of both worlds’ approach has been perfect for me so far - I’ve already learnt so much both in the office and at college.”

Harriet Jones, Assistant Manager, shares her experience of early career exposure, support, and development at PEM, emphasizing the progressive and inclusive environment that promotes work-life balance.

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