Private Client Tax Manager - Hybrid Advisory

PEM Cambridge; United Kingdom; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

PEM Cambridge invites applications for a Private Client Tax Manager, focused on delivering bespoke tax advisory for high-net-worth individuals, owner-managed businesses, partnerships and trusts in a dynamic firm.

You will lead advisory projects, manage client relationships, and mentor junior colleagues while supporting Partners with business development aligned to the firm’s 2030 strategy. The role offers a flexible hybrid model across Cambridge and Milton offices with homeworking options.

Qualifications

• CTA qualification or other recognised accounting qualifications with proven post-qualification experience in personal tax advisory.
• Strong technical expertise in personal tax advisory.
• Excellent written and verbal communication with ability to build strong client relationships.
• Commercial awareness to identify growth opportunities and stay current with legislative changes.

Responsibilities

• Lead provision of personal tax advisory projects for high-net-worth clients.
• Identify and develop new business opportunities for the Private Clients team.
• Mentor and support junior team members to develop skills and careers.
• Deliver strategic personal tax advice and support Partners with business development and 2030 strategy.
• Collaborate across offices to ensure client care and service excellence.

Skills

Project management

Team development

Client relationships

Communication

Education

CTA qualification

STEP

ACA/ACCA

Job description

PEM Cambridge invites applications for a Private Client Tax Manager, focused on delivering bespoke tax advisory for high-net-worth individuals, owner-managed businesses, partnerships and trusts in a dynamic firm.

You will lead advisory projects, manage client relationships, and mentor junior colleagues while supporting Partners with business development aligned to the firm’s 2030 strategy. The role offers a flexible hybrid model across Cambridge and Milton offices with homeworking options.