At a Glance
- Tasks: Advise high-net-worth clients on complex tax matters and build lasting relationships.
- Company: Reputable Cambridge accountancy firm with a strong focus on private clients.
- Benefits: Competitive salary, career progression to Director, and professional development opportunities.
- Other info: Supportive environment focused on developing junior staff and fostering growth.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Experience in personal tax planning and strong relationship-building skills.
The predicted salary is between 60000 - 75000 £ per year.
We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field.
They are growing and keen to find a talented individual at Senior Manager level.
The role would suit either an SM seeking a new challenge and a route towards Director, or alternatively, a Manager ready for the step up to SM grade.
Responsibilities Act as the key trusted adviser to HNW private clients with complex tax affairs, including serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.
Provide ad hoc personal tax planning advice on succession, IHT, estate planning, CGT, trusts and property related taxation.
Build and maintain client relationships, while identifying new work opportunities.
Supervise junior staff and oversee their compliance and advisory workloads.
Develop the junior team and assist with their technical and personal growth.
Background
