Private Client Tax Advisory Manager – Cambridge
Private Client Tax Advisory Manager – Cambridge

Private Client Tax Advisory Manager – Cambridge

Cambridge Full-Time 60000 - 70000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise high-net-worth clients on income and capital tax planning.
  • Company: Respected firm with a supportive and friendly culture.
  • Benefits: Hybrid working, flexible hours, competitive salary, and career progression.
  • Why this job: Join a dynamic team and make a real impact in personal tax advisory.
  • Qualifications: CTA qualified with strong technical knowledge of tax planning for HNWIs.
  • Other info: Genuine opportunities for progression to Senior Manager and Director roles.

The predicted salary is between 60000 - 70000 £ per year.

Overview

We are keen to speak to CTA qualified personal tax Managers and top-end Assistant Managers, who may be interested in a new, advisory-focused role in Cambridge.

Responsibilities

  • Advise HNW entrepreneurs, business owners, families, trusts and landed wealth on all areas of their income and capital taxes planning.
  • Work closely with Partners, developing technical, managerial and business development experience in a friendly and supportive environment.
  • Support the private client tax team with income tax, CGT and IHT planning for HNWIs (including the use of trusts) and advise on succession planning and, where appropriate, international personal tax considerations.

Qualifications

  • CTA qualified; experience at Manager level or above in personal tax
  • Strong technical grasp of income tax, CGT and IHT planning for HNWIs (including trusts)
  • Experience advising new-money entrepreneurial private clients
  • Experience or interest in succession planning and/or international personal tax (FIG regime, residence, etc.) valued

Details

The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £60k-£70k + bens. This is a super opportunity for a personal tax Manager to develop their career in a respected and supportive firm, offering genuine scope for progression to Senior Manager and Director grades. Ref 5223

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.

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Private Client Tax Advisory Manager – Cambridge employer: Howells Consulting Ltd

Join a leading firm in Cambridge that prioritises employee growth and development within a collaborative and supportive work culture. With flexible working arrangements and a focus on advisory roles for high-net-worth clients, this position offers an excellent opportunity to enhance your technical skills while enjoying a competitive salary and benefits package. Experience a fulfilling career path with clear progression opportunities in a friendly environment that values your contributions.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Advisory Manager – Cambridge

Tip Number 1

Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with HNW clients. A friendly chat can lead to opportunities that aren’t even advertised yet.

Tip Number 2

Showcase your expertise! Prepare a few case studies or examples of how you've successfully advised clients on income tax and CGT planning. This will help you stand out during interviews.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.

Tip Number 4

Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team.

We think you need these skills to ace Private Client Tax Advisory Manager – Cambridge

CTA Qualification
Income Tax Planning
Capital Gains Tax (CGT) Planning
Inheritance Tax (IHT) Planning
Trusts Management
Advisory Skills
Succession Planning
International Personal Tax Knowledge
Business Development Skills
Technical Tax Knowledge
Client Relationship Management
Team Collaboration
Flexible Working Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Advisory Manager role. Highlight your CTA qualifications and any relevant experience with HNW clients, income tax, CGT, and IHT planning. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this advisory-focused role and how your background makes you a great fit. Be sure to mention your experience with trusts and succession planning if applicable.

Showcase Your Soft Skills: While technical skills are crucial, don’t forget to showcase your soft skills too! We value teamwork and communication, so share examples of how you've worked closely with others or developed client relationships in your previous roles.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Howells Consulting Ltd

Know Your Tax Stuff

Make sure you brush up on your knowledge of income tax, CGT, and IHT planning. Be ready to discuss specific cases or scenarios where you've successfully advised HNW clients, as this will show your technical grasp and practical experience.

Showcase Your Advisory Skills

Prepare examples that highlight your advisory capabilities, especially in succession planning and international personal tax. Think about how you've helped clients navigate complex tax situations and be ready to share these stories during the interview.

Understand the Firm's Culture

Research the firm’s values and work environment. Since they emphasise a friendly and supportive atmosphere, think about how you can demonstrate your ability to fit into their culture and contribute positively to the team.

Ask Insightful Questions

Prepare thoughtful questions about the role and the team dynamics. Inquire about the firm's approach to hybrid working and how they support career progression. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Private Client Tax Advisory Manager – Cambridge
Howells Consulting Ltd
Location: Cambridge

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