Private Client Tax Assistant Manager

Reference: 26155_1783518787

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.

#IND-HL-25

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.

£45,000.00 - £55,000.00
Per annum
GBP45000.00 - GBP55000.00 per annum
Added 08/07/2026
Reference: 26155_1783518787

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