Private Client Tax Manager or Senior Manager - Cambridge

Pro‑Recruitment Group; Cambridge; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Private medical insurance

Generous holiday entitlement

Ongoing professional development

Job summary

Pro Tax, a well-regarded accountancy and advisory firm, is recruiting a Private Client Tax Manager or Senior Manager to join Cambridge’s Private Client team. The role focuses on high-quality advisory work, working with partners and leadership to guide complex tax matters for high-net-worth individuals, families and business owners.

Hybrid role with opportunities for progression and client-facing leadership.

Qualifications

• CTA qualified.
• Strong experience within Private Client Tax.
• Excellent technical knowledge of Income Tax, Capital Gains Tax and Inheritance Tax.
• Experience advising high-net-worth individuals, families and privately owned businesses.
• Strong communication and relationship-building skills.

Responsibilities

• Deliver high-quality private client tax advisory services to high-net-worth individuals, families, trusts and business owners.
• Advise clients on complex Income Tax, Capital Gains Tax and Inheritance Tax matters.
• Lead advisory projects from planning through to implementation.
• Build strong and lasting client relationships, acting as a trusted adviser.
• Identify opportunities to add value and develop new business opportunities.
• Work collaboratively with colleagues across different service lines to provide joined-up advice.
• Review technical work and provide guidance to junior members of the team.
• Support the development of less experienced colleagues through coaching and mentoring.
• Contribute to networking activities, client events and technical knowledge sharing.
• Ensure work is delivered to the highest professional and technical standards.

Skills

CTA qualified

Job description

Private Client Tax Manager / Senior Manager

Cambridge | Hybrid Working | Private Client Tax AdvisoryPro Tax is working with a highly respected and growing accountancy and advisory firm to recruit a Private Client Tax Manager or Senior Manager into its established Private Client team.This is an excellent opportunity for an experienced private client tax professional looking to focus on high-quality advisory work while building their profile within a supportive and ambitious practice.Working closely with Partners and senior leadership, you\'ll advise a varied portfolio of high-net-worth individuals, families, entrepreneurs, trustees and business owners, helping them navigate complex tax matters and long-term wealth planning decisions.The firm has an outstanding reputation for technical excellence, client service and employee development. With continued investment in people, technology and innovation, this is an exciting time to join a business that is growing whilst retaining a collaborative, people-focused culture.Whether you\'re an established Manager seeking greater exposure to advisory work or a Senior Manager looking for a broader leadership role, this opportunity offers genuine scope for progression and long-term career development.

The Role

You\'ll play a key role in delivering complex tax advice, managing client relationships and supporting the continued growth of a highly successful Private Client practice.This is a predominantly advisory-focused position, providing exposure to a broad range of planning projects across:

• Income Tax
• Capital Gains Tax
• Inheritance Tax
• Trusts and estate planning
• Succession and wealth preservation planning
• Family wealth structures
• Entrepreneurial and owner-managed business advisory matters

Alongside technical advisory work, you\'ll have the opportunity to support business development initiatives, mentor junior team members and work closely with other specialist teams across the wider firm.

Key Responsibilities

• Deliver high-quality private client tax advisory services to high-net-worth individuals, families, trusts and business owners.
• Advise clients on complex Income Tax, Capital Gains Tax and Inheritance Tax matters.
• Lead advisory projects from planning through to implementation.
• Build strong and lasting client relationships, acting as a trusted adviser.
• Identify opportunities to add value and develop new business opportunities.
• Work collaboratively with colleagues across different service lines to provide joined-up advice.
• Review technical work and provide guidance to junior members of the team.
• Support the development of less experienced colleagues through coaching and mentoring.
• Contribute to networking activities, client events and technical knowledge sharing.
• Ensure work is delivered to the highest professional and technical standards.

About You

Essential

• CTA qualified.
• Strong experience within Private Client Tax.
• Excellent technical knowledge of Income Tax, Capital Gains Tax and Inheritance Tax.
• Experience advising high-net-worth individuals, families and privately owned businesses.
• Strong communication and relationship-building skills.
• Comfortable managing client relationships and advisory projects.
• Experience operating at Manager or Senior Manager level within practice.

Desirable

• STEP, ACA, ACCA or equivalent qualification.
• Experience advising on trusts and estate planning matters.
• Business development experience.
• Previous mentoring or team leadership exposure.
• Experience delivering presentations, training or technical updates.

Why Apply?

High-Quality Advisory Work

• Focus on interesting, complex and technically rewarding assignments.
• Work closely with experienced tax specialists and senior leaders.
• Exposure to sophisticated private client planning projects.
• Opportunity to become a genuine trusted adviser to clients.

Career Development

• Structured progression pathways with genuine opportunities for advancement.
• Work within one of the firm\'s key growth areas.
• Ongoing investment in continuous professional development.
• Support for further qualifications, including STEP.

Collaborative Culture

• Join a firm known for its supportive and team-oriented environment.
• Strong emphasis on knowledge sharing and collaboration.
• Regular technical updates and training sessions.
• Opportunity to mentor and develop future talent.

Flexibility & Work-Life Balance

• Hybrid working model with 3 days in the office and 2 from home.
• Flexible working arrangements and core hours.
• Family-friendly culture with a strong emphasis on wellbeing.
• Time off in lieu available for additional hours worked.

Benefits

• Competitive salary and benefits package.
• Private medical insurance.
• Generous holiday allowance with the option to buy and sell additional leave.
• Ongoing professional development and technical training.
• Volunteering days and regular social events.
• Clear long-term progression opportunities within a growing and ambitious firm.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.