At a Glance
- Tasks: Manage private client portfolios and support tax planning projects.
- Company: Highly regarded accountancy and advisory firm in Cambridge.
- Benefits: Salary up to £60,000, hybrid working, flexible hours, and free parking.
- Other info: Open to part-time arrangements and committed to diversity in hiring.
- Why this job: Gain advisory exposure and work closely with Partners on complex tax matters.
- Qualifications: Experience in Private Client Tax and strong client relationship skills.
Private Client Tax Manager / Assistant Manager | Personal Tax | Cambridge
Cambridge | Hybrid Working | £45,000 - £60,000 + Benefits
Looking for more advisory exposure, greater flexibility and a clear route to progression?
We're working with a highly regarded accountancy and advisory firm seeking a Private Client Tax Manager or Assistant Manager to join its growing Cambridge team.
This role offers an excellent mix of personal tax compliance, advisory projects and client relationship management, with direct exposure to Partners and the opportunity to further develop your technical expertise.
Why Join?
- Up to £60,000 salary
- Hybrid working
- Flexible working hours with core hours of 10am to 4pm
- CTA support and development
- Strong mix of compliance and advisory work
- Direct exposure to Partners
- Clear progression opportunities
- Open to part-time and flexible working arrangements
- Free parking
The Role
You'll manage a portfolio of private clients while supporting a variety of tax planning and advisory projects.
Working closely with Partners and senior tax professionals, you'll gain exposure to complex tax matters, build long-term client relationships and assist with the development of junior team members.
Responsibilities
- Managing a portfolio of private clients
- Reviewing personal tax returns and compliance work
- Supporting tax planning and advisory projects
- Building and maintaining client relationships
- Reviewing and delegating work to junior staff
- Conducting technical tax research
- Working closely with Partners on client matters
About You
- Private Client Tax or Personal Tax experience within practice
- Experience reviewing and delegating work
- Confident managing client relationships
- Keen to develop advisory expertise
- Previous supervisory or management experience preferred
- Right to work in the UK without sponsorship requirements
You'll ideally have experience working with high-net-worth individuals, directors, owner-managed businesses, trusts and estates.
Applications are welcomed from CTA, ATT, ACA and ACCA qualified professionals, those currently studying CTA, and strong Private Client Tax Seniors looking to take the next step in their career.
Suitable For
- Private Client Tax Senior
- Personal Tax Senior
- Private Client Tax Assistant Manager
- Personal Tax Assistant Manager
- Private Client Tax Manager
- Personal Tax Manager
Apply Now
Whether you're currently working as a Private Client Tax Senior, Personal Tax Senior, Assistant Manager or Tax Manager, we'd be pleased to discuss this opportunity in confidence.
Apply today for a confidential conversation.
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager in Cambridge employer: Pro-Finance
Pro-Finance is an exceptional employer that values its employees by offering a supportive work culture and flexible hybrid working arrangements in the picturesque setting of Dumfries. With a strong focus on professional development, employees are encouraged to grow their skills through mentorship and leadership opportunities, making it an ideal place for those looking to advance their careers in accountancy while enjoying a balanced lifestyle.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Cambridge
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Finance, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager in Cambridge
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Finance's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Finance. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Finance!
How to prepare for a job interview at Pro-Finance
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Finance.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Finance. It helps to show our commitment!
