via reed · 26 May 2026 ·11 days ago

Private Client Tax Manager

Insite Public Practice Recruitment Limited
Cambridge Full-time GBP 60,000 – 70,000
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Job Title: Private Client Tax Manager
Location: Cambridgeshire
Salary: £60,000 - £70,000 + Benefits
Department: Private Clients

Overview
An established and growing professional services firm in Cambridgeshire is seeking a Private Client Tax Manager to join its expanding private client team. Offering a salary of £60,000 - £70,000 plus benefits, this opportunity is ideal for an experienced tax professional looking for a technically strong advisory role with progression potential.

The successful candidate will provide high-quality personal tax advice to high net worth individuals and families, while supporting senior leadership in delivering strategic, commercial and operational objectives. This Cambridgeshire-based role offers a combination of advisory, client management and team leadership responsibilities within a collaborative and flexible working environment.

Key Responsibilities

  • Provide personal tax advice to clients and colleagues, including support on complex technical matters and planning opportunities for high net worth individuals and families

  • Manage a portfolio of private clients, ensuring compliance deadlines are met and identifying advisory opportunities

  • Support senior leadership with business development initiatives, networking and proposals for prospective clients

  • Review work prepared by junior team members and provide technical guidance across private client tax matters

  • Mentor and support junior staff development, including training and day-to-day coaching

  • Ensure compliance with internal risk management procedures and quality assurance standards

  • Monitor billing, recoverability and work in progress to ensure commercial targets are achieved

  • Maintain strong technical knowledge and contribute to knowledge sharing within the wider team

Candidate Profile
  • CTA qualified (essential)

  • Additional qualifications such as STEP, ACA or ACCA would be advantageous

  • Strong technical background in personal tax with relevant post-qualification experience

  • Experience managing client relationships and delivering high-quality advisory work

  • Ability to supervise, mentor and develop junior staff

  • Commercially aware with an interest in contributing to business development activities

  • Excellent written and verbal communication skills

  • Committed to continuous professional development and maintaining up-to-date technical knowledge

The Opportunity

This Private Client Tax Manager opportunity in Cambridgeshire is offering a competitive salary package of £60,000 - £70,000 alongside flexible working, strong career progression and exposure to a high-quality client base. It is an excellent opportunity for an experienced private client tax professional seeking a broad advisory-focused role within a well-established regional firm.

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