Part-Time Private Client Tax Manager | Hybrid & Flexible

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

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.