Private Client Tax — Assistant Manager (Remote/Cambridge)

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

Job summary

A leading provider of personal tax services is seeking a Private Client Tax Assistant Manager in Cambridge. This role involves managing a portfolio of high net worth clients and providing expert tax advice, including inheritance and capital gains tax. The ideal candidate will hold the ATT qualification and have a commitment to exceptional client relationship management. The position offers flexible remote work and significant career progression opportunities within a Top 10 firm.

Qualifications

• Ideally hold the ATT qualification.
• Strong background in private client tax management.
• Experience advising high net worth individuals.

Responsibilities

• Manage an established portfolio of clients.
• Provide expert advice on inheritance tax, capital gains tax, Trusts, and non-domiciled issues.
• Deliver exceptional relationship management to a diverse range of private clients.

Skills

Client relationship management

Expert knowledge in inheritance tax

Expert knowledge in capital gains tax

Education

ATT qualification

Job description

A leading provider of personal tax services is seeking a Private Client Tax Assistant Manager in Cambridge. This role involves managing a portfolio of high net worth clients and providing expert tax advice, including inheritance and capital gains tax. The ideal candidate will hold the ATT qualification and have a commitment to exceptional client relationship management. The position offers flexible remote work and significant career progression opportunities within a Top 10 firm.