Tax Manager - Private Client Tax Services

Evelyn Partners; Cambridge; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is on an ambitious growth journey and is seeking a driven Private Client Tax Manager to join their dynamic team. In this hybrid role, you will manage a diverse portfolio of high-net-worth clients, providing tailored tax planning, compliance, and advisory services. Collaborate with a high-performing team to deliver exceptional service while mentoring junior members and fostering a culture of continuous improvement. This is a unique opportunity to make a significant impact in a collaborative environment, where your contributions will help shape the future of client services and drive business growth.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Proven experience in managing a private client tax portfolio.
• Strong analytical skills to interpret complex tax laws.

Responsibilities

• Manage a portfolio of high-net-worth private clients with tailored tax advice.
• Lead preparation and review of self-assessment tax returns.

Skills

Analytical Skills

Communication Skills

Client-focused Approach

Business Development

Education

ATT or CTA qualification

Professional qualification in accounting or taxation

Job description

• Full-time
• Office Location: Cambridge

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

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 integral in delivering tax planning, compliance and advisory services tailored to the unique needs of a diverse and impressive high-net-worth client base. This is an exciting opportunity to join a collaborative and high performing team of tax professionals.

This will be a hybrid role, with the requirement to be in the Cambridge office to collaborate with colleagues three times a week.

As a Tax Manager, your responsibilities will include:

• Manage and oversee a portfolio of high-net-worth private clients, ensuring the provision of tailored and strategic tax advice.
• Lead the preparation and review of self-assessment tax returns ensuring compliance with the latest tax updates.
• Provide advice on a broad range of tax matters, including income tax, capital gains tax and inheritance tax for individuals, families, trustees and partnerships.
• Collaborate closely with other teams to offer broad solutions to clients and address their complex needs.
• Build strong client relationships, identifying opportunities for additional services and client growth.
• Mentor and develop junior team members, fostering a culture of continuous learning and improvement.

Qualifications

To be successful in this role, you should:

• ATT, CTA, or equivalent professional qualification in accounting or taxation;
• Proven experience in managing a private client tax portfolio;
• Trust, partnership and experience with rural clients is preferable but not essential;
• Strong analytical skills with the ability to interpret complex tax laws and regulations;
• Excellent communication skills, both written and verbal, with the ability to explain technical concepts to clients;
• Client-focused approach with a commitment to delivering high-quality service;
• Ability to identify and develop new business opportunities;
• Adaptability to changing tax regulations and industry trends;

Additional Information

As a colleague here at S&W you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.