Private Client Tax Manager

Insite Group; Ely; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Pension scheme

Private health and wellbeing support

Flexible and hybrid working

Ongoing CPD support

Job summary

Confidential Professional Services Firm in Cambridgeshire is recruiting a Tax Manager to lead the Private Client team. You will own a varied portfolio of private clients, including trusts and HNWIs, with oversight of compliance and high-level advisory work.

The role offers leadership responsibilities within a growing Private Client team and a blend of client-facing work, advisory projects, and mentoring opportunities, with a flexible hybrid working arrangement.

Qualifications

• CTA qualified (or equivalent) with strong private client tax experience.
• Solid background in compliance and advisory work.
• Strong knowledge of trusts, personal tax and CGT.
• Excellent communication with clients and colleagues.
• Experience supervising junior staff.

Responsibilities

• Managing a portfolio of private clients, including trusts, HNWIs, and family offices
• Reviewing and overseeing personal tax returns, trust returns, and IHT submissions
• Providing advisory support on CGT, residence issues, succession planning, and trusts
• Leading Statutory Residence Test (SRT) analysis for non-resident clients
• Acting as a key point of contact for clients and senior stakeholders
• Supporting partners on complex advisory projects
• Ensuring high-quality delivery and compliance with deadlines
• Mentoring and supporting junior team members

Skills

CTA qualified

Private client tax

Job description

Tax Manager - Private Client (Confidential Professional Services Firm)

A well-established professional services firm is looking to appoint a Tax Manager to join its growing Private Client team in Cambridgeshire. This is an excellent opportunity for an experienced tax professional to take ownership of a varied portfolio of private clients, including trusts, high net worth individuals, and family structures.

This Private Client Tax Manager role in Cambridgeshire offers a strong blend of compliance oversight and high-level advisory work, alongside leadership responsibilities within the team.

Key Responsibilities

• Managing a portfolio of private clients, including trusts, HNWIs, and family offices
• Reviewing and overseeing personal tax returns, trust returns, and IHT submissions
• Providing advisory support on CGT, residence issues, succession planning, and trusts
• Leading Statutory Residence Test (SRT) analysis for non-resident clients
• Acting as a key point of contact for clients and senior stakeholders
• Supporting partners on complex advisory projects
• Ensuring high-quality delivery and compliance with deadlines
• Mentoring and supporting junior team members

Candidate Profile

• CTA qualified (or equivalent), with strong experience in private client tax
• Solid background in both compliance and advisory work
• Strong technical knowledge of trusts, personal tax, and CGT
• Confident and effective communicator with clients and colleagues
• Experience supervising or mentoring junior staff
• Strong organisational and leadership skills
• Able to manage a complex and varied workload
• 25 days holiday + bank holidays (with adjustments during study periods where applicable)
• Paid professional subscriptions and ongoing CPD support
• Pension scheme and tax-efficient benefits
• Private health and wellbeing support package
• Flexible and hybrid working arrangements
• Enhanced maternity and sick pay policies
• Structured career progression opportunities
• Social events and team engagement activities