At a Glance
- Tasks: Manage a portfolio of high-net-worth clients, providing tailored tax advice and compliance support.
- Company: Join a prestigious firm known for innovation and client care in the tax sector.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact on clients' financial futures while advancing your tax career.
- Qualifications: CTA qualification preferred; ACA or ACCA with relevant experience also considered.
- Other info: Dynamic team culture with opportunities for mentorship and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced tax professional looking to take the next step in your career? We’re looking for a Tax Manager to join our growing Private Client Tax team. In this role, you will manage a portfolio of clients, delivering exceptional service to both clients and colleagues across PEM. You’ll work closely with Partners and Directors to provide high-quality personal tax advice to high-net-worth individuals and their families, delivering a balanced mix of approximately 50% advisory and 50% compliance work, helping them navigate complex tax matters with confidence.
As a key member of the team, you’ll contribute to the firm’s strategic, commercial, and operational goals—driving technical excellence, supporting business development, and fostering continuous improvement within the team. If you’re ready to make a significant impact on our clients and our firm, apply now to join the PEM team.
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, with a focus on assisting with the provision of tax advisory projects for high-net-worth clients. In this role, you will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships and Trusts. With a large majority of your time focusing on providing bespoke advisory projects, identifying new business opportunities, and mentoring and supporting junior members of the team, you will assist in delivering strategic personal tax advice as well as supporting Partners and directors with business development and meeting the teams 2030 strategy.
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. They must have strong technical expertise in personal tax advisory, effective project management and team development skills, excellent written and verbal communication, and an ability to build strong client relationships. The ideal candidate will also demonstrate commercial awareness to identify business growth opportunities and a commitment to continuous learning to stay up to date with legislative changes.
We are currently seeking an experienced Assistant Manager to join our Business Tax team. This key role involves managing a portfolio of clients, dealing with their corporation tax compliance and working with them on advisory matters, as well as reviewing compliance work prepared by the team. The preferred candidate will be ATT and CTA qualified, but we are also open to applications from those who are ACA or ACCA qualified and have relevant tax experience. Strong technical tax knowledge, exceptional client communication skills, and the ability to mentor junior colleagues are essential. We welcome applications from candidates seeking either full‑time or part‑time hours. If you are a motivated tax professional looking to advance your career, we encourage you to apply.
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.
Tax Manager (Advisory and Compliance) – Private Clients in Cambridge employer: PEM Cambridge
Contact Detail:
PEM Cambridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager (Advisory and Compliance) – Private Clients in Cambridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend tax seminars, workshops, or even casual meet-ups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, don’t hold back on sharing your knowledge. Discuss recent tax changes or share insights on complex tax matters. This will demonstrate your passion and expertise in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to tax advisory and compliance. Think about how you can showcase your experience with high-net-worth clients and your ability to deliver exceptional service. Confidence is key!
✨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 are proactive and eager to join our team. So, hit that apply button and let’s get started!
We think you need these skills to ace Tax Manager (Advisory and Compliance) – Private Clients in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your experience in personal tax advisory and compliance, and don’t forget to showcase any relevant qualifications like CTA, ACA, or ACCA. We want to see how your skills align with 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 passionate about working with high-net-worth clients and how you can contribute to our team’s goals. Keep it professional but let your personality come through—we love a bit of character!
Showcase Your Communication Skills: As a Tax Manager, strong communication is key. In your application, demonstrate your ability to convey complex tax matters clearly and effectively. Whether it’s through your CV or cover letter, make sure we can see your knack for building client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our firm there. Don’t miss out—apply today!
How to prepare for a job interview at PEM Cambridge
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around advisory and compliance work. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax matters, as this will show your expertise and confidence.
✨Showcase Your Client Relationship Skills
Since you'll be working with high-net-worth individuals, it's crucial to demonstrate your ability to build strong client relationships. Prepare examples of how you've effectively communicated with clients in the past and how you've tailored your advice to meet their unique needs.
✨Highlight Your Team Development Experience
As a potential manager, you'll need to show that you can mentor and support junior team members. Think of instances where you've helped others grow professionally, whether through training, feedback, or leading projects, and be ready to share these during the interview.
✨Be Ready for Business Development Questions
The role involves identifying new business opportunities, so prepare to discuss your commercial awareness. Think about how you've contributed to business growth in previous roles and be ready to suggest ideas on how you could help the firm achieve its 2030 strategy.