AJ Chambers ®
Private Client Tax Manager
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Private Client Tax Manager
Private Client Tax Manager
Salary: Up to £65,000 Working Arrangements: Hybrid & Flexible Working Location: Cambridge
About the Role
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, with direct access to senior leadership and the opportunity to play a key role in growing 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
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Responsibilities
- Manage a portfolio of private clients, trusts, and estates
- Review personal, partnership, and trust tax returns
- Deliver advisory work across:
- Personal tax
- Capital Gains Tax (CGT)
- Inheritance Tax (IHT)
- Trust taxation
- Build and maintain strong client relationships
- Manage compliance deadlines across your portfolio
- Support and develop junior team members
- Collaborate with colleagues across:
- Tax
- Accounting
- 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
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Requirements
- CTA, ATT, ACA, ACCA or equivalent qualification
- Strong experience in personal tax within a practice
- Experience in managing portfolios of private clients, trusts, and estates
- Technical knowledge in:
- Personal tax
- CGT
- IHT
- 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 seeking 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.
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