Hybrid Private Client Tax Lead - Strategy & Compliance

Insite Group; Cambridge; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading tax advisory firm based in Cambridge is seeking a Private Client Tax Manager to lead the delivery of personal tax services and manage a portfolio of clients. The role involves providing expert advice on tax planning, ensuring compliance with UK regulations, and mentoring junior team members. The ideal candidate will possess strong communication and leadership skills, along with a commitment to client service and team development. This position offers a hybrid working model with three days in the office and two days from home.

Qualifications

• Experience in managing client portfolios and ensuring compliance with UK tax regulations.
• Ability to oversee teams and lead the delivery of personal tax services.
• Strong understanding of complex tax planning and review processes.

Responsibilities

• Lead delivery of personal tax services for clients.
• Manage and develop strong client relationships.
• Review complex Private Client tax returns and transmittal letters.
• Manage junior team members and delegate tasks appropriately.

Skills

Understanding of clients' business and objectives

Client relationship management

Technical research skills

Team development and empowerment

Communication skills

Job description

A leading tax advisory firm based in Cambridge is seeking a Private Client Tax Manager to lead the delivery of personal tax services and manage a portfolio of clients. The role involves providing expert advice on tax planning, ensuring compliance with UK regulations, and mentoring junior team members. The ideal candidate will possess strong communication and leadership skills, along with a commitment to client service and team development. This position offers a hybrid working model with three days in the office and two days from home.