Private Client Tax Services Tax Manager

TN United Kingdom; Cambridge; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company in Cambridge is seeking an experienced Private Client Tax Manager to join their ambitious growth journey. This hybrid role involves managing high-net-worth clients and delivering tailored tax planning and compliance services. Join a collaborative team dedicated to excellence and client satisfaction.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension scheme

Generous holiday allowance

Funding for professional qualifications

Qualifications

• Experience managing a private client tax portfolio.
• Strong analytical skills and ability to interpret complex tax laws.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Lead the preparation and review of self-assessment tax returns.
• Advise on income tax, capital gains tax, and inheritance tax.

Skills

Analytical Skills

Communication

Client Focus

Business Development

Education

ATT

CTA

Job description

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Private Client Tax Services Tax Manager, Cambridge

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Client:

SW Group

Location:

Cambridge, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

55403fd73bd3

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

The Cambridge office is on an ambitious growth journey, and we need equally driven and ambitious people to join our Private Client Tax Team.

We are seeking an experienced and driven Private Client Tax Manager to join our team. As a Tax Manager, you will be responsible for delivering tax planning, compliance, and advisory services tailored to a diverse high-net-worth client base. This role offers an exciting opportunity to join a collaborative and high-performing team of tax professionals.

This is a hybrid role, requiring presence in the Cambridge office three times a week for collaboration.

Responsibilities include:

• Manage a portfolio of high-net-worth private clients, providing tailored and strategic tax advice.
• Lead the preparation and review of self-assessment tax returns, ensuring compliance with current tax laws.
• Advise on various tax matters, including income tax, capital gains tax, and inheritance tax for individuals, families, trustees, and partnerships.
• Collaborate with other teams to provide comprehensive solutions to clients.
• Build and maintain strong client relationships, identifying opportunities for growth.
• Mentor and develop junior team members.

Qualifications:

• ATT, CTA, or equivalent professional qualification in accounting or taxation.
• Experience managing a private client tax portfolio.
• Trust, partnership, and rural client experience is a plus but not essential.
• Strong analytical skills and ability to interpret complex tax laws.
• Excellent communication skills, both written and verbal.
• Client-focused with a commitment to high-quality service.
• Ability to identify and develop new business opportunities.
• Adaptability to industry changes.

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension scheme
• Hybrid working (role dependent)
• Generous holiday allowance, with options to purchase more
• Shared parental leave
• Funding for professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. We provide reasonable adjustments during the application process upon request.