Private Client Tax Assistant Manager
Private Client Tax Assistant Manager
Cambridge
£45,000 - £55,000
An established, top 10 accountancy practice is seeking a Private Client Tax Assistant Manager to join its Cambridge office. This is an excellent opportunity for a tax professional looking to take the next step in their career within a supportive and technically focused environment. The successful candidate will manage a portfolio of private clients, review personal tax compliance work, provide advice on complex tax matters, support the development of junior team members, and build strong client relationships while ensuring a high standard of service delivery.
Role Responsibilities
- Manage a portfolio of private client tax compliance work, ensuring assignments are delivered on time and to a high standard.
- Review personal tax returns prepared by junior team members.
- Prepare technical advice on complex private client tax matters for review by senior colleagues.
- Identify tax planning opportunities for existing clients.
- Attend pre-year-end and completion meetings with private tax clients where required.
- Maintain strong client relationships and provide regular updates on the progress of assignments.
- Monitor work in progress (WIP) and prepare draft fee proposals for approval.
- Identify changes in the scope of client work and propose appropriate additional fees where necessary.
- Support and mentor junior colleagues through training, feedback and performance reviews.
- Assist with recruitment activities, including interviews for junior hires.
- Deliver technical training appropriate to the experience level of trainees.
- Review final tax packs and transmittal letters before they are issued to clients.
- Contribute to business development initiatives, networking events and corporate social responsibility activities.
- Ensure all work complies with UK tax legislation and professional standards.
Personal Requirements
- CTA qualified, or qualified by experience with a relevant tax or accountancy qualification such as ATT, ACA, ACCA or CA.
- Previous experience within an accountancy practice in a private client tax role.
- Strong technical knowledge of UK private client tax.
- Experience reviewing tax returns and managing a client portfolio.
- Confident communicating with clients and building long-term relationships.
- Experience supervising, mentoring or line managing junior team members.
- Strong organisational skills with the ability to manage competing deadlines.
- Commercial awareness and the ability to identify opportunities to add value for clients.
- Excellent written and verbal communication skills.
Benefits
- Study support.
- Hybrid and flexible working.
- Holiday buy and sell scheme.
- Enhanced maternity and paternity pay, with additional family support including fertility treatment support.
- Employee Assistance Programme (EAP).
- 24/7 GP access.
- Flexible benefits including the option to purchase private medical insurance, dental insurance, health assessments and a health cash plan.
- Life assurance.
- Free online will-writing service.
- Option to purchase critical illness cover.
- Cycle to Work scheme.
- Electric vehicle scheme.
- Tech scheme.
- Travel insurance options through the flexible benefits platform.
- Ongoing career development, learning programmes and structured progression opportunities.
If you're an experienced Private Client Tax professional looking to progress your career within a well-established accountancy practice, apply today.
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Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Private Client Tax Assistant Manager
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