Tax Manager (Advisory) – Private Clients

Overview

In this multi-role opportunity at PEM, you will deliver strategic personal tax advisory for high-net-worth clients, lead advisory projects, and support business development within a high-growth tax team. You’ll mentor junior colleagues, manage cross-functional client relationships, and help drive PEM’s 2030 strategy across private client, business tax, and share schemes. The role blends advisory work with development of enduring client partnerships in a collaborative, forward-thinking firm.

Pay / Benefits

• flexible, hybrid working
• split between Cambridge and Milton offices; option to work from home
• opportunity to work on cross-functional, high-impact projects

Responsibilities

• Provide bespoke personal tax advisory projects for high-net-worth clients and HNWIs
• Identify and pursue new business opportunities and support Partners with business development
• Mentor and develop junior team members
• Deliver strategic personal tax guidance and stay current with tax legislation
• Manage a portfolio for corporate tax compliance and advise on tax matters (Assistant Manager)
• Review team compliance work and mentor colleagues
• Design and advise on employee share schemes; handle related compliance and valuations (Share Schemes Tax Manager)
• Engage in diverse employment tax matters including status assessments and HMRC enquiries (Share Schemes Tax Manager)
• Join a trainee program pathway to develop within Business Tax (Trainee Tax Adviser)
• Support delivery of the firm’s 2030 strategy and collaborate with cross-functional teams

Key requirements

• CTA qualification (required)
• Other recognised qualifications considered (STEP, ACA, ACCA) with proven post-qualification personal tax experience
• Strong technical expertise in personal tax advisory
• Effective project management
• Team development and mentoring skills
• Excellent written and verbal communication
• Ability to build strong client relationships
• Commercial awareness and willingness to drive business growth
• Commitment to continuous learning and keeping up-to-date with legislative changes

• Client relationship-building
• Clear communication
• Mentoring and coaching
• Personal tax advisory
• Corporate tax compliance
• Employment tax (Share Schemes/Reward)

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