Private Client Tax Manager | Family Office Opportunity

Cedar; East Midlands; On-site; GBP 24,000 - 38,000; Full time

Job summary

Cedar is seeking a hands-on Private Wealth professional to work closely with the Group Finance Director, managing the family’s tax, investments, property and broader wealth planning.

The role involves coordinating advisers, overseeing key financial matters and supporting decisions across a range of family assets and structures.

Ideal candidates include Private Client Tax Managers and Senior Managers, with ACA/ACCA welcome, and a flexible 2-days-per-week arrangement in Leicester.

Qualifications

• Hands-on management of private wealth affairs including tax, investments and property.
• Experience with family offices and managing advisers.
• Knowledge of tax planning for high net worth individuals.

Responsibilities

• Coordinate advisers and oversee key financial matters for the family.
• Support decision-making across diverse family assets and structures.
• Provide exposure to senior decision-makers and complex wealth planning.

Skills

Private client tax

Wealth planning

Family office

UHNW clients

Education

CTA/ACA/ACCA

Job description

Working closely with the Group Finance Director, you’ll become involved in the management of a successful entrepreneurial family’s affairs, covering tax, investments, property and wider wealth planning.

This is a broad, hands-on role offering exposure well beyond traditional private client compliance work. You’ll coordinate advisers, oversee key financial matters and support decision-making across a range of family assets and structures.

We’re particularly interested in speaking with:

• Private Client Tax Managers and Senior Managers
• Personal Tax professionals advising HNW and UHNW individuals
• Private Wealth, Trusts & Estates specialists
• Existing Family Office professionals seeking a flexible part-time role

CTA, ACA or ACCA qualifications would be welcome, although relevant experience is likely to be more important.

The role offers:

• Approximately 2 days per week
• Leicester-based, ideally in the office on both working days
• A varied remit spanning tax, property, investments and family wealth
• Direct exposure to key decision-makers
• An excellent first move from practice into a family office environment