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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.

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Private Client Tax Assistant Manager / Manager
Ely
£45,000 - £62,000

An established and growing accountancy firm is seeking an Assistant Tax Manager or Tax Manager to join its expanding private client tax team in Ely. This is an excellent opportunity for a tax professional with experience across personal tax compliance and advisory work, particularly involving trusts and private clients, to develop their career within a supportive and collaborative environment. The role offers exposure to a varied portfolio including high-net-worth individuals, non-residents and trustees, alongside opportunities to contribute to advisory projects and client relationship management.

Role Responsibilities

Prepare and review Self Assessment tax returns, including capital gains computations and property income schedules.Manage personal tax compliance deadlines and ensure timely submissions and payments.Support and deliver advisory work relating to Capital Gains Tax, Inheritance Tax and trusts.Assist with trust compliance, trust registration matters and associated IHT considerations.Carry out Statutory Residence Test reviews and non-resident tax return work.Manage and develop a portfolio of private clients and maintain strong client relationships.Liaise directly with clients, business owners and internal teams regarding tax matters.Identify opportunities to provide additional services and support business development initiatives.Provide technical guidance and support to junior and non-tax staff.Review junior team members' work and assist with coaching, mentoring and development.Assist with ad-hoc advisory assignments and tax planning projects.Attend training courses and ensure ongoing CPD requirements are met.

Personal Requirements

ATT qualified, CTA qualified/studying, or qualified by experience.Previous experience in personal tax compliance and advisory work.Trust experience is highly desirable.Strong understanding of Capital Gains Tax, Inheritance Tax and private client tax matters.Excellent communication skills with the ability to explain complex tax matters clearly.Strong attention to detail and organisational skills.Ability to manage workloads effectively and meet deadlines under pressure.Comfortable working both independently and as part of a team.Experience managing client relationships and delivering high levels of service.

Benefits

Generous annual leave plus Bank Holidays.Flexible working arrangements.Ongoing training and professional development support.Paid study leave and professional subscriptions.Enhanced maternity and sick pay policies.Income protection and life assurance.Health cash plan including dental, optical and physiotherapy support.Pension salary sacrifice scheme.Wellbeing programme including counselling and legal advice.Team social events and fundraising activities.

If you are looking to progress your career within a supportive and growing tax team offering varied and interesting private client work, apply now.

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.

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