Private Client Tax Assistant Manager - Cambridge

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

Private Client Tax Assistant Manager Join a growing, award-winning Private Client team. We're working with a leading accountancy firm whose growing, award-winning Private Client team advises a diverse portfolio of high-net-worth individuals, entrepreneurs, families, trusts and owner-managed businesses. This is an excellent opportunity for a Private Client Tax Assistant Manager to take the next step in their career, combining technical tax expertise with genuine client interaction and advisory exposure.

The Role

You'll manage a portfolio of personal tax clients, taking responsibility for delivering high-quality compliance work while developing your advisory skills and becoming a trusted point of contact for clients. You'll work closely with Managers, Senior Managers, Directors and Partners, giving you excellent exposure to senior stakeholders and complex client matters. The team has a particularly strong reputation for working with entrepreneurs and owner-managed businesses, offering a varied and interesting portfolio. You'll also be encouraged to identify opportunities to improve service delivery and introduce additional services where appropriate.

About You

• Strong experience in personal tax compliance, ideally gained within an accountancy or professional services firm
• The ability to manage routine compliance work independently and with minimal review points
• Some tax advisory experience would be advantageous, although 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

Why Join?

This is a fantastic opportunity to join a team that offers excellent access to Partners, a genuinely diverse client portfolio and strong opportunities for career progression. You'll gain exposure to complex private client and entrepreneurial tax matters while developing the commercial and relationship-management skills needed to progress towards Manager and beyond.

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.