At a Glance
- Tasks: Advise high-net-worth clients on income and capital tax planning.
- Company: Respected firm with a friendly and supportive culture.
- Benefits: Hybrid working, flexible hours, competitive salary, and career progression.
- Other info: Genuine opportunities for progression to Senior Manager and Director roles.
- Why this job: Join a high-profile team and make a real impact in personal tax advisory.
- Qualifications: CTA qualified with strong technical knowledge of tax planning for HNWIs.
The predicted salary is between 60000 - 70000 £ per year.
We are keen to speak to CTA qualified personal tax Managers and top-end Assistant Managers, who may be interested in a new, advisory-focused role in Cambridge. As a key member of a high-profile Private Client Tax team, you’ll advise HNW entrepreneurs, business owners, families, trusts and landed wealth on all areas of their income and capital taxes planning.
You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment. The incoming individual will need to have a strong technical grasp of income tax, CGT and IHT planning for HNWIs (including the use of trusts), with experience of advising new-money entrepreneurial private clients. Experience of succession planning and/or international personal tax (FIG regime, residence etc) would be particularly valued.
The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £60k-£70k + bens. This is a super opportunity for a personal tax Manager to develop their career in a respected and supportive firm, offering genuine scope for progression to Senior Manager and Director grades.
Private Client Tax Advisory Manager - Cambridge employer: Taxation
Join a leading Private Client Tax team in Cambridge, where you will thrive in a friendly and supportive environment that prioritises employee growth and development. With flexible working arrangements and a focus on advisory roles for high-net-worth individuals, this firm offers an exceptional opportunity to enhance your technical skills while enjoying a healthy work-life balance. The potential for career progression to Senior Manager and Director levels makes this an attractive place for ambitious professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager - Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with HNW clients. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with income tax, CGT, and IHT planning. This will help you stand out during interviews and discussions.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background aligns with the needs of the Private Client Tax team. Tailor your conversation to show how you can add value to their advisory services.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our supportive team in Cambridge.
We think you need these skills to ace Private Client Tax Advisory Manager - Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Advisory Manager role. Highlight your CTA qualification and any relevant experience with HNW clients, income tax, CGT, and IHT planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this advisory-focused role and how your background makes you a perfect fit for our team in Cambridge.
Showcase Your Technical Skills:We want to see your strong grasp of tax planning for HNWIs. Be specific about your experience with trusts, succession planning, and any international personal tax knowledge you have. This will set you apart!
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 get you on the path to joining our friendly and supportive team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income tax, CGT, and IHT planning. Be ready to discuss specific cases or scenarios where you've successfully advised HNW clients, as this will show your technical grasp and practical experience.
✨Showcase Your Advisory Skills
Prepare examples that highlight your advisory capabilities, especially in relation to new-money entrepreneurial clients. Think about how you've helped clients navigate complex tax situations and be ready to share these stories during the interview.
✨Understand the Firm's Culture
Research the firm’s values and work environment. Since they emphasise a friendly and supportive atmosphere, think about how you can demonstrate your ability to fit into their culture and contribute positively to the team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, the team dynamics, and the firm's approach to client management. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
