Private Client Tax Assistant Manager — Advisory & Client Impact

Pro-Tax; Cambridge; On-site; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Excellent access to Partners

Diverse client portfolio

Career progression opportunities

Job summary

Pro-Tax in Cambridge is seeking a Private Client Tax Assistant Manager to join a growing, award-winning Private Client team at a leading accountancy firm. The role handles a diverse client base, including high-net-worth individuals, entrepreneurs, families, trusts and owner-managed businesses, providing both compliance and advisory exposure.

You will manage a portfolio of personal tax clients, develop advisory skills, and collaborate with Partners and Directors, gaining exposure to senior

Qualifications

• Strong experience in personal tax compliance within an accountancy or professional services firm.
• Ability to manage routine compliance work independently with minimal review.
• Some tax advisory experience would be advantageous, though not essential.
• Good knowledge of tax compliance software and Microsoft Office.
• Strong communication and relationship-building skills, with the confidence to deal directly with clients.
• A proactive approach and genuine ambition to develop a long-term career in Private Client Tax.
• CTA and/or ATT qualified, or qualified by experience.

Responsibilities

• Manage a portfolio of personal tax clients and deliver high-quality compliance work.
• Develop advisory skills and become a trusted client contact.
• Work closely with Managers, Senior Managers, Directors and Partners on complex matters.
• Identify opportunities to improve service delivery and cross-sell services where appropriate.

Skills

Personal tax compliance

Independent compliance work

Tax advisory

Tax software

Microsoft Office

Communication & relationship-building

CTA/ATT qualified

Education

CTA and/or ATT

Tools

Tax software

Microsoft Office

Job description

Pro-Tax in Cambridge is seeking a Private Client Tax Assistant Manager to join a growing, award-winning Private Client team at a leading accountancy firm. The role handles a diverse client base, including high-net-worth individuals, entrepreneurs, families, trusts and owner-managed businesses, providing both compliance and advisory exposure.

You will manage a portfolio of personal tax clients, develop advisory skills, and collaborate with Partners and Directors, gaining exposure to senior