Tax Manager (Advisory) – Private Clients

PEM; Cambridge; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

PEM in Cambridge is seeking a Private Client Tax Manager to lead bespoke tax advisory projects for high-net-worth clients, owner-managed businesses, partnerships and trusts. You will deliver strategic personal tax advice, identify new business opportunities, and mentor junior colleagues while supporting Partners with firm growth.

The role offers a flexible, hybrid working model across Cambridge and Milton offices, with the option to work from home and stay current with legislative changes.

Qualifications

• CTA qualification or equivalent post-qualification experience in personal tax advisory.
• Strong technical expertise in personal tax advisory.
• Effective project management and team development skills.
• Excellent written and verbal communication; ability to build strong client relationships.
• Commercial awareness to identify business growth opportunities.

Responsibilities

• Provide private client tax advisory projects for high-net-worth individuals, owner-managed businesses, partnerships and trusts.
• Identify new business opportunities and support Partners with business development and the 2030 strategy.
• Mentor and develop junior team members; contribute to a collaborative team culture.
• Work within a flexible, hybrid model with time split between Cambridge/Milton offices and home.

Job description

Are you ready to take the next step in your tax career with a firm that values innovation, client care, and professional excellence? Join a thriving and forward-thinking firm as a Private Client Tax Manager, with a focus on assisting with the provision of tax advisory projects for high-net-worth clients. In this role, you will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships and Trusts. With a large majority of your time focusing on providing bespoke advisory projects, identifying new business opportunities, and mentoring and supporting junior members of the team. You will assist in delivering strategic personal tax advice as well as supporting Partners and directors with business development and meeting the teams 2030 strategy.

Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. They must have strong technical expertise in personal tax advisory, effective project management and team development skills, excellent written and verbal communication, and an ability to build strong client relationships. The ideal candidate will also demonstrate commercial awareness to identify business growth opportunities and a commitment to continuous learning to stay up to date with legislative changes.

We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home — giving you the best of both worlds.