Private Client Tax Manager

Meraki Talent; Cambridge; On-site; GBP 70,000 - 110,000; Full time

Job summary

Meraki Talent is partnering with a well-established professional services firm to appoint an experienced Private Client Tax Manager in Cambridge. You will manage a varied portfolio of individuals and families, delivering high-quality personal tax compliance and advisory services.

You will supervise junior team members, contribute to business development, and build strong client relationships while staying up to date with UK tax developments.

Qualifications

• Strong technical grounding in UK private client tax.
• Experience reviewing complex personal tax returns.
• Experience managing a portfolio of private clients.
• Excellent communication and relationship-building skills.
• Ability to supervise and develop junior team members.
• Commercial mindset to develop client relationships and win new work.

Responsibilities

• Manage a diverse portfolio of private clients with complex tax matters.
• Review UK Private Client tax returns for accuracy and deadlines.
• Prepare and approve tax packs and client correspondence.
• Provide practical, technically sound advice on personal tax.
• Build trusted client relationships and understand their objectives.
• Communicate with clients and advisory teams to ensure delivery.
• Conduct technical tax research and stay updated on UK tax changes.
• Identify opportunities for additional advisory services.
• Assist with proposals, fee quotes, and tenders.
• Delegate work to juniors and provide guidance.
• Develop team members through responsibility and challenging tasks.
• Monitor workflow, deadlines, WIP and recoverability.
• Suggest process improvements and adopt new technology.
• Support departmental development initiatives.

Skills

UK personal tax

Private Client tax

Client relationship

Team supervision

Detail oriented

Education

ATT/CTA/ACA/ACCA/CA

Job description

We are working with a well-established, growing professional services and accountancy firm with a strong presence across the UK. The business supports privately owned companies, entrepreneurs, high-net-worth individuals and family businesses with a broad range of accounting, tax and advisory services.

Known for combining the resources and expertise of a larger practice with a strong focus on personal client relationships, the firm has an ambitious growth agenda and places significant emphasis on developing its people, embracing technology and delivering high-quality, commercially focused advice.

As part of the continued growth of its Private Client Tax team in Cambridge, the firm is looking to appoint an experienced Private Client Tax Manager.

The Role

This is an excellent opportunity for a technically strong Private Client Tax professional to take responsibility for a varied portfolio of individuals and families, providing high-quality personal tax compliance and advisory services.

You will manage client relationships, oversee complex UK personal tax work and play an important role in supporting and developing more junior members of the team. You will also have the opportunity to contribute to business development and identify wider tax and advisory opportunities for your clients.

The role would suit someone who enjoys working closely with clients, is confident handling complex tax matters and wants to play an active role in the continued development of a successful private client practice.

Key Responsibilities

• Manage a diverse portfolio of private clients with complex tax affairs and requirements.
• Review complex UK Private Client tax returns and ensure work is completed accurately and within deadlines.
• Review and approve final tax packs and client correspondence prior to issue.
• Provide practical and technically sound advice on a range of personal tax matters.
• Build strong, trusted relationships with clients and understand their wider objectives, circumstances and risks.
• Communicate effectively with clients and other members of their advisory teams to ensure work is delivered efficiently and to expectations.
• Carry out technical tax research and keep up to date with changes in UK tax legislation and emerging issues.
• Identify opportunities to provide additional tax and advisory services to existing clients.
• Contribute to proposals, fee quotes and tenders, supporting the wider team with business development activity.
• Delegate work effectively to junior colleagues and provide appropriate guidance and support.
• Take an active role in developing team members by giving them responsibility and challenging assignments.
• Monitor workflow, deadlines, WIP and recoverability across your portfolio.
• Look for opportunities to improve processes, increase efficiency and make effective use of new technology.
• Support wider team management activities and contribute to departmental development initiatives.

About You

We are looking for an experienced Private Client Tax professional with a strong technical grounding and previous experience gained within an accountancy or professional services practice.

You will ideally have:

• A recognised accountancy or tax qualification such as ATT, CTA, ACA, ACCA or CA, or be qualified by experience.
• Strong UK personal tax and Private Client tax knowledge.
• Experience reviewing complex personal tax returns.
• Previous experience managing a portfolio of private clients.
• Excellent communication and relationship-building skills.
• Experience supervising, delegating to or developing junior team members.
• Strong technical research and problem-solving abilities.
• Excellent attention to detail and the ability to manage competing deadlines.
• A commercial mindset and an interest in identifying opportunities to develop client relationships and win new work.
• The confidence to make decisions, challenge existing approaches and suggest practical solutions.

This is a chance to join a forward-thinking professional services firm that is investing in its people, technology and client offering.

You will have the opportunity to work with a varied and interesting Private Client portfolio, develop your advisory skills and take on increasing responsibility within a supportive and collaborative team.

The firm offers an environment where individuals are encouraged to contribute ideas, develop their careers and take ownership of their work, while benefiting from the breadth of expertise and resources available within a national practice.