Private Client Tax Senior Manager – Cambridge

Howells Consulting Ltd; Cambridge; Hybrid; GBP 70,000 - 85,000; Full time

Benefits offered by this job

Hybrid working 2-3 days a week

Job summary

Howells Consulting Ltd in Cambridge is seeking a Senior Manager to join their reputable accountancy firm. The successful candidate will act as a trusted adviser to high-net-worth private clients, providing tailored tax planning and advisory services.

With significant experience required in private client tax, the role offers the opportunity for career progression towards director level. The firm promotes a hybrid work model, allowing for work flexibility 2-3 days a week, with a competitive salary ranging between £70k-£85k plus benefits.

Qualifications

• Significant experience in private client tax from a professional services firm.
• Sound knowledge of private client tax issues including CGT, IHT and trusts.
• Proven technical expertise and the ability to convey complex messages effectively.

Responsibilities

• Act as the key trusted adviser to HNW private clients with complex tax affairs.
• Provide personal tax planning advice on succession, IHT and estate planning.
• Build and maintain client relationships while identifying new work opportunities.

Skills

Private client tax expertise

Tax planning and advisory

People management skills

Effective communication

Education

Chartered Accountant (ACA) or Chartered Tax Adviser (CTA)

Job description

We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field. They are growing and keen to find a talented individual at Senior Manager level. The role would suit either an SM seeking a new challenge and a route towards Director, or alternatively, a Manager ready for the step up to SM grade.

Responsibilities

• Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
• Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.
• Building and maintaining client relationships, as well as identifying new work opportunities.
• Supervising junior staff, their compliance and advisory workloads.
• Developing the junior team and assisting with their technical and personal growth.

Qualifications

• Significant experience in private client tax from a professional services firm.
• Sound knowledge of private client tax issues including CGT, IHT and trusts.
• Proven technical expertise and the ability to convey complex messages effectively.
• Experience in tax planning/advisory projects and handling compliance issues.
• People management and organizational skills.
• Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £70k-£85k + bens.