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 seeking an Associate Director to lead compliance and advisory engagements for family-run businesses. The role involves delivering high-quality advisory services, managing client relationships, and mentoring junior team members. Strong technical knowledge of private client tax and excellent communication skills are essential. This position represents an opportunity to impact family businesses profoundly.

Qualifications

• Strong technical knowledge of private client and business tax matters.
• Experience mentoring junior staff and managing client relationships.
• Proven experience delivering advisory work alongside compliance.

Responsibilities

• Deliver high-quality advisory and planning services to family businesses.
• Manage a portfolio of tax compliance clients.
• Build and maintain trusted relationships with clients and internal teams.

Skills

Strong technical knowledge of private client and business tax matters

Excellent communication and interpersonal skills

Experience mentoring junior staff

Proven experience delivering advisory work

Education

CTA qualified or equivalent experience

Job description

Overview

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.