Full job descriptionPrivate Client Tax Manager
Salary: Up to £65,000
Working Arrangements: Hybrid & Flexible Working
Location: Cambridge


Role Description
An innovative and expanding accountancy firm is embracing modern technology and closer client partnerships to deliver a more commercial, advisory-focused service.
This is a highly relationship-focused role offering ownership of a portfolio of private clients, trusts, estates and owner-managed businesses.
You’ll work closely with clients on a range of personal tax matters, whilst having direct access to senior leadership and the opportunity to play a key role in the growth of the firm’s private client offering.


What’s in it for you?
*Hybrid and flexible working
*Private healthcare
*Pension scheme
*Advisory-focused role
*Modern technology-driven environment
*Direct access to senior leadership
*Genuine Director and Equity Partner progression opportunities
*Opportunity to help shape and grow a private client service line


What you’ll do
*Manage a portfolio of private clients, trusts and estates
*Review personal, partnership and trust tax returns
*Deliver advisory work across personal tax, CGT, IHT and trust taxation
*Build and maintain strong client relationships
*Manage compliance deadlines across your portfolio
*Support and develop junior team members
*Work closely with colleagues across tax, accounting and advisory services
*Identify opportunities to expand client relationships and service offerings
*Contribute to the growth of the firm’s private client and family business offering


What you’ll need
*CTA, ATT, ACA, ACCA or equivalent qualification
*Strong personal tax experience gained within practice
*Experience managing portfolios of private clients, trusts and estates
*Technical knowledge across personal tax, CGT, IHT and trust taxation
*Strong client relationship and communication skills
*Commercial mindset and interest in advisory work
*Ambition to progress and take on greater responsibility


Ready to apply?
If you’re a Personal Tax professional looking for a more advisory-focused role with genuine progression opportunities and the chance to make a real impact within a growing firm, please apply directly with your CV or contact Harry Watson at AJ Chambers for a confidential discussion.