At a Glance
- Tasks: Provide bespoke tax advisory for high-net-worth clients and mentor junior team members.
- Company: Join a thriving, innovative firm that values client care and professional excellence.
- Benefits: Flexible hybrid working model, competitive salary, and opportunities for continuous learning.
- Other info: Dynamic team culture with excellent career growth opportunities.
- Why this job: Make a real impact in tax advisory while growing your career in a supportive environment.
- Qualifications: CTA qualification or equivalent with proven experience in personal tax advisory.
The predicted salary is between 60000 - 80000 £ per year.
Are you ready to take the next step in your tax career with a firm that values innovation, client care, and professional excellence? Join a thriving and forward-thinking firm as a Private Client Tax Manager, focusing on providing tax advisory projects for high-net-worth clients. You will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships, and Trusts, primarily delivering bespoke advisory projects, identifying new business opportunities, and mentoring junior team members.
You will assist in delivering strategic personal tax advice and support Partners and Directors with business development aligned with the 2030 strategy. Candidates must possess a CTA qualification; other recognized qualifications such as STEP, ACA, or ACCA will also be considered, provided there is proven post-qualification experience in personal tax advisory. Strong technical expertise, project management, team development skills, excellent communication, and the ability to build client relationships are essential. Commercial awareness and a commitment to continuous learning are also important.
We offer a flexible, hybrid working model combining office and remote work, primarily based in Cambridge and Milton.
We are seeking an experienced Assistant Manager for our Business Tax team. This role involves managing a portfolio of Grade B and C clients, providing expert tax advice, and reviewing team compliance work. The ideal candidate will be ATT qualified and either CTA qualified or have at least four years’ practical experience in business tax, with strong technical knowledge, client communication, and mentoring skills.
If you are a motivated tax professional seeking career growth, we encourage you to apply.
Join our team as a Share Scheme Tax Manager, working with clients, HMRC, and internal teams on employee share incentives and employment tax issues. You will design share plan structures, manage compliance and valuations, and deliver impactful solutions. Experience in Share Schemes/Reward within an accountancy or law firm, along with professional qualifications such as ATT, CTA, or ACA, is required. This role offers involvement in diverse employment tax matters, including employment status, off-payroll rules, termination payments, compliance, due diligence, and HMRC inquiries. Grow your expertise and be part of a supportive team that values excellence.
Are you a recent school leaver or graduate aiming to start a career in taxation? PEM, the largest independent accountancy firm in Cambridge, seeks talented individuals for our Tax team as Trainee Tax Advisers. This role is ideal for ambitious newcomers eager to learn and develop in taxation and advisory services.
Harriet Jones, Assistant Manager, shares her experience of early career exposure, support, and development at PEM, emphasizing the progressive and inclusive environment that promotes work-life balance.
Private Client Tax Advisory Manager | HNWIs, Hybrid in Cambridge employer: PEM Cambridge
PEM is an exceptional employer that champions innovation and professional excellence, offering a flexible hybrid working model in the vibrant city of Cambridge. With a strong focus on employee growth, our supportive culture encourages continuous learning and mentorship, making it an ideal environment for tax professionals to thrive while working with high-net-worth clients and diverse advisory projects.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager | HNWIs, Hybrid in Cambridge
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your technical expertise and project management skills. Share specific examples of how you've successfully tackled challenges in the past, especially those related to high-net-worth clients or tax advisory projects.
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s values, recent projects, and their approach to client care. This will not only help you answer questions but also show that you’re genuinely interested in being part of their team.
✨Apply Through Our Website
Don’t forget to 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. Let’s get you on board!
We think you need these skills to ace Private Client Tax Advisory Manager | HNWIs, Hybrid in Cambridge
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 qualification and any relevant experience with HNWIs, OMBs, or Trusts. We want to see how your skills align with our focus on innovation and client care!
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 you can contribute to our team. Mention specific projects or experiences that showcase your expertise and commitment to professional excellence.
Show Off Your Communication Skills:Strong communication is key in this role, so make sure your application reflects that. Whether it's through clear language in your CV or a well-structured cover letter, we want to see how you can build relationships with clients and mentor junior team members.
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 from our team. Let’s get started on this exciting journey together!
How to prepare for a job interview at PEM Cambridge
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around personal tax advisory and high-net-worth clients. Be ready to discuss specific tax scenarios and how you would approach them, as this will show your expertise and confidence in the field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in the past. This role is all about client care, so demonstrating your ability to connect with HNWIs and understand their unique needs will set you apart from other candidates.
✨Demonstrate Your Project Management Prowess
Be ready to talk about your experience managing projects, particularly in a tax advisory context. Highlight any successful projects you've led, focusing on how you organised tasks, met deadlines, and delivered results that exceeded client expectations.
✨Emphasise Continuous Learning
This firm values innovation and professional excellence, so be prepared to discuss how you stay updated with tax regulations and industry trends. Mention any courses, certifications, or self-study you've undertaken to enhance your skills and knowledge.
