Tax Manager – Private Client (Confidential Professional Services Firm)
A well-established professional services firm is looking to appoint a Tax Manager to join its growing Private Client team in Cambridgeshire. This is an excellent opportunity for an experienced tax professional to take ownership of a varied portfolio of private clients, including trusts, high net worth individuals, and family structures.
This Private Client Tax Manager role in Cambridgeshire offers a strong blend of compliance oversight and high-level advisory work, alongside leadership responsibilities within the team.
Key Responsibilities
* Managing a portfolio of private clients, including trusts, HNWIs, and family offices
* Reviewing and overseeing personal tax returns, trust returns, and IHT submissions
* Providing advisory support on CGT, residence issues, succession planning, and trusts
* Leading Statutory Residence Test (SRT) analysis for non-resident clients
* Acting as a key point of contact for clients and senior stakeholders
* Supporting partners on complex advisory projects
* Ensuring high-quality delivery and compliance with deadlines
* Mentoring and supporting junior team members
Candidate Profile
* CTA qualified (or equivalent), with strong experience in private client tax
* Solid background in both compliance and advisory work
* Strong technical knowledge of trusts, personal tax, and CGT
* Confident and effective communicator with clients and colleagues
* Experience supervising or mentoring junior staff
* Strong organisational and leadership skills
* Able to manage a complex and varied workload
* 25 days holiday + bank holidays (with adjustments during study periods where applicable)
* Paid professional subscriptions and ongoing CPD support
* Pension scheme and tax-efficient benefits
* Private health and wellbeing support package
* Flexible and hybrid working arrangements
* Enhanced maternity and sick pay policies
* Structured career progression opportunities
* Social events and team engagement activities
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