Private Client Tax Associate Director - Cambridge

Pro-Tax; Cambridge; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading tax advisory firm in Cambridge is looking for an Associate Director specializing in Private Client Tax with a focus on family businesses. In this role, you will deliver high-quality advisory and planning services, manage compliance clients, and mentor junior staff. The ideal candidate will have strong technical knowledge of tax matters and a passion for supporting family businesses. This position offers the opportunity to lead complex projects and contribute to business growth.

Qualifications

• Proven experience delivering advisory work alongside compliance.
• Passion for supporting family businesses and understanding their long-term goals.
• Experience managing client relationships.

Responsibilities

• Deliver high-quality advisory and planning services to family businesses.
• Manage a portfolio of tax compliance clients.
• Support partners on bespoke projects in succession planning and tax-efficient ownership.

Skills

Communication skills

Technical knowledge of private client and business tax

Mentoring skills

Education

CTA qualified or equivalent

Job description

Associate Director - Private Client Tax (Family Business Focus) - Cambridge

This Private Client - Family Business team specialises in advising family‑owned enterprises, family offices, and high‑net‑worth individuals on a broad range of tax matters. They go beyond compliance to provide strategic guidance on succession planning, business structuring, governance, and long‑term wealth preservation. Working closely with colleagues across the firm, they deliver integrated solutions tailored to the unique needs of family‑run businesses.

As an Associate Director, you'll lead both compliance and advisory engagements, helping families navigate complex tax and business issues while mentoring junior team members and supporting the growth of their family business offering.

Key responsibilities:

• Delivering high‑quality advisory and planning services to family businesses and their owners.
• Managing a portfolio of tax compliance clients, ensuring timely and accurate delivery.
• Supporting partners on bespoke projects such as succession planning, business restructures, and tax‑efficient ownership models.
• Building and maintaining strong, trusted relationships with clients and across internal teams.
• Coaching junior staff and contributing to their development.
• Identifying new opportunities and contributing to business development initiatives.

About you:

• CTA qualified (preferred) or equivalent experience at Manager or Senior Manager level.
• Strong technical knowledge of private client and business tax matters.
• Proven experience delivering advisory work alongside compliance.
• Excellent communication and interpersonal skills.
• Passion for supporting family businesses and understanding their long‑term goals.
• Experience mentoring junior staff and managing client relationships.

If you are interested in working directly with family run businesses please reach out to me now at [e-mail]

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.