Senior Private Client Tax Advisor | Hybrid, Growth

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

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.