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- Tasks: Provide expert personal tax advice and manage a diverse portfolio of high-net-worth clients.
- Company: Join a leading independent firm in Cambridge known for its supportive and collaborative culture.
- Benefits: Enjoy 25 days annual leave, hybrid working, private medical care, and performance bonuses.
- Other info: Mentorship opportunities and a focus on professional growth await you.
- Why this job: Make a real impact in a prestigious role while developing your skills in a dynamic environment.
- Qualifications: CTA qualification and experience in personal tax planning required.
The predicted salary is between 55000 - 65000 £ per year.
Are you a CTA-qualified tax professional seeking a high-profile advisory role within one of the region’s most respected independent firms? Do you have the technical expertise to manage complex personal tax planning for a diverse portfolio of high-net-worth individuals and their families? This is a rare opportunity for a commercially-minded Manager to join a market-leading Private Client department. You will play a direct role in the strategic and operational objectives of the firm, bridging technical excellence with high-level business development in a collaborative and supportive environment.
About the Firm
This Large Regional Independent Firm is widely recognised as the largest independent practice in the Cambridge area. Offering the technical complexity and prestige typically associated with London-based firms, they maintain a personal, community-focused approach. With a significant partner-to-staff ratio, the firm fosters an environment where meritocracy is valued and professional growth is actively supported.
Responsibilities
- Assist in providing expert personal tax advice on complex technical issues and advanced planning for high-net-worth individuals.
- Manage a high-quality client portfolio, ensuring compliance, timely correspondence, and identifying tax planning opportunities.
- Support Partners and Directors in business development, marketing initiatives, and drafting proposals for new work.
- Act as a technical reference point for private client tax matters, reviewing work drafted by other team members.
- Mentor and develop the team, identifying training needs and fostering a positive working environment.
- Manage billing, WIP, and recoverability targets to ensure the commercial success of the department.
- Deliver high-quality written and verbal personal tax advice directly to a sophisticated client base.
- Take a lead role in the firm’s growth by identifying and converting business development opportunities.
- Maintain up-to-date technical knowledge, sharing insights with the wider firm to ensure technical excellence.
- Champion risk management and internal quality assurance standards across all advisory projects.
- Navigate complex CTA-level technical challenges involving advanced inheritance tax and trust planning.
What You’ll Receive
- 25 days annual leave.
- Ability to buy/sell up to 5 days annual leave.
- Hybrid working pattern (2 days per week in the office).
- Private medical care.
- Performance-related bonus scheme.
- Paid professional subscriptions.
Private Client Tax Advisory Manager in Cambridge) employer: Austin Rose Associates Limited
Contact Detail:
Austin Rose Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory Manager in Cambridge)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals in your field. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your technical skills and experience. Share specific examples of how you've tackled complex tax issues in the past. We want to see your problem-solving skills in action!
✨Be Proactive in Business Development
Don’t wait for opportunities to come to you; go out and find them! Think about how you can contribute to the firm’s growth by identifying potential clients or markets. We love candidates who take initiative and show they’re ready to drive business forward.
✨Apply Through Our Website
If you’re keen on this role, make sure to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for passionate individuals who are ready to make an impact in our team.
We think you need these skills to ace Private Client Tax Advisory Manager in Cambridge)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Advisory Manager role. Highlight your CTA qualifications and any relevant experience managing high-net-worth clients to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your expertise can contribute to our firm's success. Be sure to mention your interest in business development and mentoring, as these are key aspects of the role.
Showcase Your Technical Knowledge: We’re looking for someone who can navigate complex tax issues with ease. In your application, don’t shy away from discussing your experience with advanced inheritance tax and trust planning. This will demonstrate your technical prowess and readiness for the challenges ahead.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Austin Rose Associates Limited
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around personal tax planning and inheritance tax. Be ready to discuss complex scenarios and how you've navigated them in the past. This will show that you're not just book-smart but also practical.
✨Showcase Your Business Development Skills
Since this role involves supporting Partners in business development, think of examples where you've successfully identified opportunities or contributed to marketing initiatives. Highlighting your commercial mindset will set you apart from other candidates.
✨Prepare for Team Dynamics
This firm values collaboration, so be prepared to talk about your experience mentoring others and fostering a positive team environment. Share specific instances where you've helped develop team members or improved team performance.
✨Ask Insightful Questions
At the end of the interview, have some thoughtful questions ready. Ask about the firm's approach to client relationships or how they support professional growth. This shows your genuine interest in the role and the firm’s culture.