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For Companies At a Glance
- Tasks: Provide expert personal tax advice and manage a diverse portfolio of high-net-worth clients.
- Company: Join a leading independent firm in Cambridge with a community-focused approach.
- Benefits: Enjoy 25 days annual leave, hybrid working, private medical care, and performance bonuses.
- Other info: Collaborative environment with strong support for professional growth and mentorship.
- Why this job: Make a real impact in a prestigious role while developing your career in tax advisory.
- Qualifications: CTA-qualified with experience in personal tax planning and business development.
The predicted salary is between 60000 - 75000 £ 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.
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.
As a Private Client Tax Manager you will:
- 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
Contact Detail:
Austin Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory Manager in Cambridge
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with professionals in the tax advisory field. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn by sharing insights on tax planning and complex issues. We want to see you as a thought leader in the private client space, so don’t hold back on sharing your knowledge!
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to personal tax advice. We recommend role-playing with a friend or mentor to boost your confidence and ensure you can articulate your experience effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on this opportunity to join a fantastic 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 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 the perfect fit for this role. Share specific examples of how you've tackled complex tax issues and contributed to business development in previous positions.
Showcase Your Technical Expertise: We want to see your technical know-how! In your application, mention any advanced planning strategies you've implemented or complex tax challenges you've navigated. This will demonstrate your capability to handle the sophisticated needs of our clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Austin Rose Associates
✨Know Your Stuff
Make sure you brush up on the latest personal tax regulations and advanced planning strategies. Being CTA-qualified means you should have a solid grasp of complex tax issues, so be ready to discuss these in detail during your interview.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your ability to ensure compliance while identifying tax planning opportunities, as this will demonstrate your fit for the role.
✨Business Development Mindset
Think about ways you can contribute to the firm's growth. Be ready to share ideas on how to identify and convert business development opportunities, as this is a key part of the role and shows you're commercially minded.
✨Be a Team Player
Since mentoring and developing the team is part of the job, come prepared with examples of how you've supported colleagues in the past. Discussing your approach to fostering a positive working environment will resonate well with the firm’s values.