Tax Manager - Private Client Tax Services

TN United Kingdom; Cambridge; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player seeks a Private Client Tax Manager to join their ambitious growth journey in Cambridge. This hybrid role offers the opportunity to deliver tax planning, compliance, and advisory services to a diverse high-net-worth client base. You will manage a portfolio of clients, ensuring compliance while building strong relationships and identifying growth opportunities. With a commitment to high-quality service, you will mentor junior team members and collaborate across teams to provide comprehensive solutions. This position not only offers a competitive salary but also a range of benefits including private medical insurance and a generous holiday package.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday package

Fully funded professional training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Proven experience managing private client tax portfolios.
• Strong analytical and communication skills are essential.

Responsibilities

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

Skills

Analytical Skills

Communication Skills

Client Relationship Management

Tax Advisory

Business Development

Education

ATT

CTA

Job description

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Client:

SW Group

Location:

Cambridge, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

a1b195f28b87

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

Join our Private Client Tax Team in Cambridge, part of our ambitious growth journey. We are seeking an experienced and driven Private Client Tax Manager to deliver tax planning, compliance, and advisory services to a diverse high-net-worth client base. This hybrid role requires presence in the Cambridge office three times a week.

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

Qualifications

• ATT, CTA, or equivalent professional qualification.
• Proven experience managing private client tax portfolios.
• Trust, partnership, and rural client experience are advantageous.
• Strong analytical and communication skills.
• Client-focused with a commitment to high-quality service.
• Ability to develop new business opportunities.
• Adaptability to changing regulations.

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model
• Generous holiday package and options to purchase more
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of any needs.