Private Client Tax Manager - Cambridge

Taxation; Cambridge; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Homeworking 2-3 days a week

Salary depending on experience £60k-£?

Plus benefits

Job summary

Taxation in Cambridge is seeking CTA qualified personal tax managers or senior assistants for an advisory-focused role. You will advise high net worth entrepreneurs, families, trusts and landed wealth on income tax, CGT and IHT planning.

You will work closely with Partners to develop your technical, managerial and business development skills in a friendly, supportive firm with hybrid working and homeworking 2-3 days per week. Salary depends on experience, likely £60k-£70k plus benefits.

Qualifications

• CTA qualified personal tax professional for private clients.
• Experience advising HNWIs including trusts is essential.
• Knowledge of international personal tax and succession planning is valued.

Responsibilities

• Advise HNW entrepreneurs, families, trusts and landed wealth on income tax, CGT and IHT planning.
• Work closely with Partners to develop technical, managerial and business development skills.
• Support advisory-focused private client tax services in a collaborative team.

Skills

Income tax

CGT

IHT planning

Trusts

Private client tax advisory

Education

CTA qualification

Job description

We are keen to speak to CTA qualified personal tax Managers and top-end Assistant Managers, who may be interested in a new, advisory-focused role in Cambridge.

As a key member of a high-profile Private Client Tax team, you’ll advise HNW entrepreneurs, business owners, families, trusts and landed wealth on all areas of their income and capital taxes planning.

You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment.

The incoming individual will need to have a strong technical grasp of income tax, CGT and IHT planning for HNWIs (including the use of trusts), with experience of advising new-money entrepreneurial private clients. Experience of succession planning and / or international personal tax (FIG regime, residence etc) would be particularly valued.

The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £60k-£70k + bens.

This is a super opportunity for a personal tax Manager to develop their career in a respected and supportive firm, offering genuine scope for progression to Senior Manager and Director grades. Ref 5223