Part Time Private Client Tax Manager

Insite Finance; Cambridge; Hybrid; GBP 70,000 - 80,000; Part time

Benefits offered by this job

Generous holiday allowance

Pension

Job summary

Insite Finance in North Cambridge is seeking a Part Time Private Client Tax Manager to oversee a portfolio of private clients, handling personal tax compliance and advisory work in a flexible, supportive environment.

The role offers hybrid working and real progression opportunities while balancing family commitments. You’ll work with experienced Partners and senior leaders who value work-life balance.

Qualifications

• Experience within private client tax gained in an accountancy practice.
• ATT/CTA/ACCA/ACA/CA qualified, or qualified by experience
• Confident managing your own client portfolio
• Strong communication skills and a personable approach with clients
• Someone looking for a genuine part-time opportunity without compromising on the quality of their work or future progression

Responsibilities

• Managing a portfolio of private clients, including high net worth individuals, trusts and estates
• Providing a mix of personal tax compliance and advisory work
• Advising clients on capital gains tax, inheritance tax and succession planning
• Building long-term relationships and becoming a trusted adviser to your clients
• Working closely with Partners on more complex planning projects
• Supporting and mentoring junior members of the team

Skills

Private client tax experience

Communication skills

Education

ATT/CTA/ACCA/ACA/CA

Job description

North Cambridge, Hybrid and flexible Working

Part Time Private Client Tax Manager

£70,000-£80,000 FTE (pro rata)

Looking for a part-time role where flexibility doesn't come at the expense of progression?

Not every part-time role means taking a step backwards.

This is an opportunity to join a highly regarded accountancy practice where flexible working is part of the culture rather than a policy on paper. Whether you're looking for a reduced week, shorter days or a schedule that works around family or other commitments, you'll be trusted to manage your time while continuing to work with an excellent portfolio of clients.

As a Part Time Private Client Tax Manager, you'll manage your own portfolio while working alongside experienced Partners and senior leaders who have built a genuinely supportive and flexible environment. Many of them work flexibly themselves, proving that career progression and work-life balance can go hand in hand.

Based in North Cambridge, you'll enjoy hybrid working, real autonomy and the opportunity to continue developing your career without feeling that choosing part time limits your future.

Part Time Private Client Tax Manager Responsibilities

• Managing a portfolio of private clients, including high net worth individuals, trusts and estates
• Providing a mix of personal tax compliance and advisory work
• Advising clients on capital gains tax, inheritance tax and succession planning
• Building long-term relationships and becoming a trusted adviser to your clients
• Working closely with Partners on more complex planning projects
• Supporting and mentoring junior members of the team

What You'll Bring

• Experience within private client tax gained in an accountancy practice
• ATT/CTA/ACCA/ACA/CA qualified, or qualified by experience
• Confident managing your own client portfolio
• Strong communication skills and a personable approach with clients
• Someone looking for a genuine part-time opportunity without compromising on the quality of their work or future progression

North Cambridge Opportunity & Benefits

• Part-time hours with genuine flexibility around your working pattern
• Hybrid working
• £70,000-£80,000 FTE (pro rata)
• Generous holiday allowance and pension
• A high-quality portfolio with an excellent balance of advisory and compliance work
• The chance to learn from experienced leaders in a collaborative environment
• Clear progression opportunities if that's the path you want to follow, with no barriers because you've chosen to work part time