Private Client Tax Associate Director - Cambridge

Howells Consulting Ltd; Cambridge; On-site; GBP 82,000 - 92,000; Full time

Job summary

A private client advisory firm in Cambridge is seeking a Senior Manager to act as a trusted adviser to high-net-worth clients. Responsibilities include providing strategic tax planning advice, managing client relationships, and overseeing junior staff. Candidates should have significant experience in private client tax and relevant qualifications. This role offers hybrid working 2-3 days a week, with a competitive salary of £82k-£92k plus benefits.

Qualifications

• Significant experience in private client tax from a professional services firm.
• Currently at least Senior Manager grade within a respected team.
• Sound knowledge of private client tax issues including CGT, IHT and trusts.
• Proven technical expertise and ability to convey complex messages effectively.

Responsibilities

• Acting as a trusted adviser to HNW private clients with complex tax affairs.
• Providing personal tax planning advice on succession, IHT, CGT, and trusts.
• Building and maintaining client relationships and identifying new work opportunities.
• Supervising junior staff and their compliance and advisory workloads.
• Developing the junior team and assisting with their technical and personal growth.

Skills

Private client tax expertise

Client relationship management

Staff supervision

Tax planning and advisory

Communication skills

Education

Chartered Accountant or Chartered Tax Adviser (ACA/CTA)

Job description

Responsibilities

• Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
• Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.
• Building and maintaining client relationships, as well as identifying new work opportunities.
• Supervising junior staff, their compliance and advisory workloads.
• Developing the junior team and assisting with their technical and personal growth.

Background

• Significant experience in private client tax from a professional services firm.
• Currently at least Senior Manager grade within a respected team.
• Sound knowledge of private client tax issues including CGT, IHT and trusts - preferably some experience with rural clients and landed estates.
• Proven technical expertise and the ability to convey complex messages effectively.
• Experience in tax planning/advisory projects and handling compliance issues.
• People management and organizational skills.
• Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £82k-£92k + bens.

To find out more please email [e-mail] quoting Ref 5220

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