Insite Group
Private Client Tax Manager
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Tax Manager – Private Client (Confidential Professional Services Firm)
Location: Cambridgeshire | Full-time | £60,000 – £72,000
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.
Key Responsibilities
- 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
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Candidate Profile
- 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
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Package & Benefits
- Salary: £60,000 – £72,000
- 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
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