Posted: 4h ago
The role
We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field. They are growing and keen to find a talented individual at Senior Manager level. The role would suit either an SM seeking a new challenge and a route towards Director, or alternatively, a Manager ready for the step up to SM grade.
Responsibilities
Act as the key trusted adviser to HNW private clients with complex tax affairs, including serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
Provide ad hoc personal tax planning advice on succession, IHT, estate planning, CGT, trusts and property related taxation.
Build and maintain client relationships, while identifying new work opportunities.
Supervise junior staff and oversee their compliance and advisory workloads.
Develop the junior team and assist with their technical and personal growth.
Background & Qualifications
Significant experience in private client tax from a professional services firm.
Sound knowledge of private client tax issues including CGT, IHT and trusts.
Proven technical expertise and the ability to convey complex messages effectively.
Experience in tax planning/advisory projects and handling compliance issues.
People management and organizational skills.
Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).
The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £70k-£85k + benefits.
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