Private Client Tax Advisory Manager - Cambridge

Howells Consulting Ltd; Cambridge; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A prestigious advisory firm in Cambridge is seeking a qualified personal tax Manager to join their Private Client Tax team. The role involves advising high-net-worth clients on income and capital taxes, with opportunities for progression to Senior Manager and Director. Hybrid working and a competitive salary of £60k-£70k + benefits are offered.

Qualifications

• Strong technical grasp of income tax, CGT and IHT planning for HNWIs.
• Experience advising new-money entrepreneurial private clients.
• Experience with succession planning and/or international personal tax would be valued.

Responsibilities

• Advise HNW entrepreneurs and families on income and capital taxes.
• Work closely with Partners to develop technical and managerial skills.

Skills

Strong technical grasp of income tax

CGT and IHT planning

Experience advising HNWIs

Succession planning

International personal tax experience

Job description

Overview

We are keen to speak to CTA qualified personal tax Managers and top-end Assistant Managers, who may be interested in a new, advisory-focused role in Cambridge.

Responsibilities

• As a key member of a high-profile Private Client Tax team, you’ll advise HNW entrepreneurs, business owners, families, trusts and landed wealth on all areas of their income and capital taxes planning.
• You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment.

Requirements / Qualifications

• The incoming individual will need to have a strong technical grasp of income tax, CGT and IHT planning for HNWIs (including the use of trusts), with experience of advising new-money entrepreneurial private clients.
• Experience of succession planning and / or international personal tax (FIG regime, residence etc) would be particularly valued.

Flexible working and Salary

The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £60k-£70k + bens.

Opportunity

This is a super opportunity for a personal tax Manager to develop their career in a respected and supportive firm, offering genuine scope for progression to Senior Manager and Director grades. Ref 5223

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