At a Glance
- Tasks: Advise high net worth clients on sophisticated tax solutions and innovative planning.
- Company: Join a prestigious firm with a collaborative and supportive culture.
- Benefits: Flexible hybrid working, professional development, and a vibrant work environment.
- Other info: Dynamic team atmosphere with opportunities for mentorship and growth.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: CTA qualification or equivalent experience in personal tax advisory required.
The predicted salary is between 60000 - 80000 £ 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.
If you are a motivated tax professional looking to advance your career, we encourage you to apply.
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.
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.
Senior Private Client Tax Advisor — Hybrid Role in Cambridge employer: PEM Cambridge
Join a prestigious firm in Cambridge that values your expertise and offers a flexible hybrid working model, allowing you to balance your professional and personal life. With a strong commitment to employee growth, you'll have the opportunity to mentor junior professionals while delivering bespoke tax solutions for high-net-worth clients. Our supportive work culture fosters innovation and collaboration, making it an excellent environment for ambitious tax professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Advisor — Hybrid Role in Cambridge
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with professionals in the tax advisory field. Building relationships can lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal website or LinkedIn profile where you can share insights on tax planning and advisory work. This not only highlights your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to private client tax advisory. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
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.
We think you need these skills to ace Senior Private Client Tax Advisor — Hybrid Role in Cambridge
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the role. Highlight your experience in private client tax advisory and any relevant qualifications like CTA, ACA, or ACCA. We want to see how your skills align with what we’re looking for!
Showcase Your Communication Skills:As a Senior Private Client Tax Advisor, strong communication is key. Use your application to demonstrate how you've built relationships with clients in the past. Share examples that show off your ability to explain complex tax matters clearly.
Highlight Your Business Development Experience:We’re keen on candidates who can drive new business. In your application, mention any successful projects or initiatives where you’ve contributed to business growth. This will help us see your potential impact on our team.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at PEM Cambridge
✨Know Your Stuff
Make sure you brush up on your technical tax knowledge, especially around personal tax advisory and planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will showcase your expertise and experience.
✨Showcase Your Communication Skills
As an accomplished communicator, it's crucial to demonstrate your ability to build relationships. Prepare examples of how you've effectively communicated complex tax concepts to clients in the past, and be ready to engage in a conversational manner during the interview.
✨Demonstrate Business Development Acumen
Highlight any previous successes in developing new business. Think of specific strategies you've implemented or opportunities you've identified that led to growth. This will show that you understand the commercial side of the role and can contribute to the firm's 2030 strategy.
✨Mentorship Matters
If you've supervised or mentored junior professionals, be prepared to discuss your approach to fostering their growth. Share examples of how you've maintained high standards while supporting others, as this reflects your leadership qualities and commitment to continuous professional development.
