At a Glance
- Tasks: Lead advisory work for high net worth clients, providing bespoke tax solutions.
- Company: Join PEM, the largest independent accountancy firm in Cambridge, known for its supportive culture.
- Benefits: Enjoy a flexible hybrid working model and opportunities for professional development.
- Other info: Ideal for motivated professionals looking to advance their careers in a rewarding environment.
- Why this job: Make a real impact on clients' financial futures while growing your expertise in a dynamic team.
- Qualifications: Must have a CTA qualification or equivalent with proven experience in personal tax advice.
The predicted salary is between 43200 - 72000 £ per year.
Are you ready to take a leading role in advising high net worth individuals and their families?
We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.
Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care. You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges.
Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities. You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach.
We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home — giving you the best of both worlds.
We are currently seeking an experienced Assistant Manager to join our Business Tax team. This key role involves managing a portfolio of Grade B and C clients, providing expert tax advice, and reviewing compliance work prepared by the team. The successful candidate must be ATT qualified and either CTA qualified or possess a minimum of four years’ practical experience in business tax. Strong technical tax knowledge, exceptional client communication skills, and the ability to mentor junior colleagues are essential.
If you are a motivated tax professional looking to advance your career, we encourage you to apply.
Share Schemes Tax Manager – Employment Tax
We are seeking a tax professional to join our dynamic team as a Share Scheme Tax Manager. In this role, you’ll work closely with clients, HMRC, and internal teams, providing expert advice on employee share incentives and employment tax matters. From designing innovative share plan structures to managing compliance and valuations, you’ll be at the forefront of delivering high-quality solutions that truly make a difference.
If you have experience in Share Schemes/Reward within an accountancy or law firm, hold a professional qualification such as ATT, CTA, or ACA, and thrive on building strong client relationships, we want to hear from you! The position also provides the opportunity to be involved in diverse employment tax matters, including employment status assessments, off-payroll working regulations, termination payments, end-of-year compliance, due diligence, and HMRC enquiries. This is your chance to work on exciting projects, grow your expertise across a broad spectrum of tax areas, and be part of a supportive team that values excellence.
Trainee Tax Adviser (School Leaver or Graduate) – ATT/CTA
Are you a recent school leaver or graduate looking to launch an exciting career in taxation?
PEM, the largest independent accountancy firm in Cambridge, is seeking talented school leavers or graduates to join our Tax team as a Trainee Tax Adviser. This exciting opportunity is ideal for ambitious individuals looking to start a rewarding career in taxation and tax advisory services.
“I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This ‘best of both worlds’ approach has been perfect for me so far – I’ve already learnt so much both in the office and at college.”
“I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This ‘best of both worlds’ approach has been perfect for me so far – I’ve already learnt so much both in the office and at college.”
Rachel Blunt, Manager
“Since joining PEM from Hills Road, I have seen the exposure and insight at an early stage of my career that I would not have imagined. The support I have received from PEM particularly within my team has been exceptional, making it a pleasure to work for PEM. Although it is challenging it is also equally rewarding.”
Harriet Jones, Assistant Manager
“Since joining PEM in October 2017, I have been given endless opportunities to develop professionally, technically and personally, whilst being fully supported by the partner group. PEM is progressive, inclusive and an enjoyable place to work whilst ensuring its staff maintain a healthy work life balance.”
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Assistant Director – Private Clients employer: PEM Cambridge
Contact Detail:
PEM Cambridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Director – Private Clients
✨Tip Number 1
Network with professionals in the private client tax advisory field. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to valuable insights and opportunities.
✨Tip Number 2
Stay updated on the latest tax legislation and trends affecting high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the firm for informational interviews. They can provide insider knowledge about the company culture and expectations, which can help you tailor your approach.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed complex projects and developed new business in your previous roles. Highlighting these experiences will showcase your ability to contribute to the firm's growth and strategy.
We think you need these skills to ace Assistant Director – Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in private client tax advisory and planning. Emphasise your CTA qualification or any other recognised accounting qualifications, along with your proven post-qualification experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong technical expertise and exceptional client care skills. Use specific examples to demonstrate how you've successfully managed complex projects and developed new business in the past.
Highlight Communication Skills: In your application, emphasise your ability to build and strengthen relationships with clients. Provide examples of how you've effectively communicated complex tax solutions to clients, showcasing your commercial acumen and market awareness.
Show Commitment to Professional Development: Mention any continuous professional development activities you've undertaken. This could include courses, certifications, or mentoring experiences that demonstrate your commitment to maintaining high technical and professional standards.
How to prepare for a job interview at PEM Cambridge
✨Showcase Your Technical Expertise
Make sure to highlight your technical knowledge in private client tax advisory during the interview. Be prepared to discuss specific cases where you've successfully provided tax solutions, as this will demonstrate your capability and experience.
✨Demonstrate Client Relationship Skills
Since this role involves advising high net worth individuals, it's crucial to showcase your ability to build and maintain strong client relationships. Share examples of how you've effectively communicated with clients and addressed their needs in previous roles.
✨Prepare for Business Development Questions
Expect questions about your experience in developing new business. Be ready to discuss strategies you've used to identify opportunities and how you've successfully managed multiple projects while driving growth.
✨Emphasise Mentoring Experience
As the role involves supervising and mentoring junior professionals, be sure to talk about your experience in this area. Highlight any specific instances where you've helped others grow and maintained high professional standards.