​Private Client Tax Manager – Cambridge

Overview

In this role you will lead a portfolio of high‑net‑worth clients, delivering strategic private client tax advisory beyond compliance. You’ll work with cross‑functional specialists to provide joined‑up guidance and shape client estates and legacies. The position offers client‑facing autonomy within a national network, with clear career progression and a focus on impactful, trusted advisory. You’ll mentor juniors and build lasting relationships through expert, plain‑English explanations and commercial, value‑driven advice.

Pay / Benefits

• hybrid working (3 days in Cambridge, 2 days remote)
• work‑life balance culture
• national network backing
• clear career trajectory
• client‑facing autonomy

Responsibilities

• Lead and manage a portfolio of HNW clients with cross‑border needs
• Advise on income tax, CGT and IHT planning; identify opportunities early
• Collaborate with legal, corporate and investment teams to deliver cohesive guidance
• Mentor and develop junior team members
• Build lasting client relationships focused on trust and referrals
• Provide clear, practical tax advice in plain English
• Drive client-centric advisory with a commercial mindset
• Support the growth of the office and contribute to its reputation

Key requirements

• ACA/CTA qualified (or equivalent)
• Proven experience in private client tax
• Strong technical expertise in personal tax
• Ability to explain complex issues clearly
• Commercial mindset and client‑facing skills
• Experience with cross‑border tax considerations (preferred)

• relationship-building
• clear communication
• mentoring and leadership
• personal tax expertise
• income tax planning
• CGT planning

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