Private Client Tax Assistant Manager - Cambridge

Pro-Tax; Cambridge; On-site; GBP 46,000 - 55,000; Full time

Job summary

Join Pro-Tax as a Private Client Tax Assistant Manager in Cambridge, where you'll manage a portfolio of prestigious clients. This role offers a clear career progression path within a leading Big 4 firm, with robust training programs and support for further qualifications. Your expertise in tax matters will be pivotal as you engage with high net worth individuals, ensuring the highest standards of service and advice.

Qualifications

• Must have ATT qualification; support for CTA available.
• Experience in client portfolio management required.
• Strong knowledge of inheritance and capital gains tax needed.

Responsibilities

• Manage a portfolio of high net worth clients.
• Provide expert tax advice on Trusts and non-domiciled issues.
• Deliver exceptional relationship management to clients.

Skills

Client Relationship Management

Advisory Skills

Tax Knowledge

Education

ATT Qualification

Job description

Private Client Tax Assistant Manager - Cambridge (Flexible Remote Work)

Salary: Up to £55,000 + Benefits

Join a leading provider of personal tax services as they expand their Private Client Tax team in Cambridge. We are seeking a driven and ambitious Private Client Tax Assistant Manager to join this prestigious Big 4 firm, renowned for its expertise in Private Client Tax. This role offers a unique opportunity for career progression within a rapidly growing team.

Over the past five years, the firm has seen remarkable success in client acquisition, becoming the top choice for tax advice across the South of England. Our clients include High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWI's) Entrepreneurs, Partnerhsip, Family Office and more. With a robust training programme designed to fast-track Tax Managers to Director-level positions, this role offers a clear path to a rewarding and lucrative career.

As a Private Client Tax Assistant Manager, you will manage an established portfolio of clients, providing expert advice on inheritance tax, capital gains tax, Trusts, and non-domiciled issues. This client-facing role requires a commitment to maintaining the firm's high standards and delivering exceptional relationship management to a diverse range of private clients.

To be considered for this opportunity, candidates should ideally hold the ATT qualification. Support for the CTA will be offered.

Interested candidates, please send your CV and contact details to [e-mail].

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.