Private Client Tax Manager

Tax Manager – Private Client (Confidential Professional Services Firm)

A well-established professional services firm is looking to appoint a Tax Manager to join its growing Private Client team in Cambridgeshire
. This is an excellent opportunity for an experienced tax professional to take ownership of a varied portfolio of private clients, including trusts, high net worth individuals, and family structures.

This Private Client Tax Manager role in Cambridgeshire offers a strong blend of compliance oversight and high-level advisory work, alongside leadership responsibilities within the team.

• Managing a portfolio of private clients, including trusts, HNWIs, and family offices
• Reviewing and overseeing personal tax returns, trust returns, and IHT submissions
• Providing advisory support on CGT, residence issues, succession planning, and trusts
• Leading Statutory Residence Test (SRT) analysis for non-resident clients
• Acting as a key point of contact for clients and senior stakeholders
• Supporting partners on complex advisory projects
• Ensuring high-quality delivery and compliance with deadlines
• Mentoring and supporting junior team members

• CTA qualified (or equivalent), with strong experience in private client tax
• Solid background in both compliance and advisory work
• Strong technical knowledge of trusts, personal tax, and CGT
• Confident and effective communicator with clients and colleagues
• Experience supervising or mentoring junior staff
• Strong organisational and leadership skills
• Able to manage a complex and varied workload
• 25 days holiday + bank holidays (with adjustments during study periods where applicable)
• Paid professional subscriptions and ongoing CPD support
• Pension scheme and tax-efficient benefits
• Private health and wellbeing support package
• Flexible and hybrid working arrangements
• Enhanced maternity and sick pay policies
• Structured career progression opportunities
• Social events and team engagement activities