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Client:
SW Group
Location:
Cambridge, United Kingdom
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
a1b195f28b87
Job Views:
4
Posted:
02.05.2025
Expiry Date:
16.06.2025
Job Description:
Join our Private Client Tax Team in Cambridge, part of our ambitious growth journey. We are seeking an experienced and driven Private Client Tax Manager to deliver tax planning, compliance, and advisory services to a diverse high-net-worth client base. This hybrid role requires presence in the Cambridge office three times a week.
* Manage a portfolio of high-net-worth private clients, providing tailored tax advice.
* Lead the preparation and review of self-assessment tax returns ensuring compliance.
* Advise on income tax, capital gains tax, and inheritance tax for individuals, families, trustees, and partnerships.
* Collaborate with other teams to offer comprehensive solutions.
* Build and maintain strong client relationships and identify growth opportunities.
* Mentor junior team members to foster continuous learning.
Qualifications
* ATT, CTA, or equivalent professional qualification.
* Proven experience managing private client tax portfolios.
* Trust, partnership, and rural client experience are advantageous.
* Strong analytical and communication skills.
* Client-focused with a commitment to high-quality service.
* Ability to develop new business opportunities.
* Adaptability to changing regulations.
Additional Benefits:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contributions
* Hybrid working model
* Generous holiday package and options to purchase more
* Shared parental leave
* Fully funded professional training
* Cycle to work scheme
* Season ticket loan
* Eye care support
We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of any needs.
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