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

\n
• Manage a portfolio of private client tax compliance work, ensuring assignments are delivered on time and to a high standard.
\n
• Review personal tax returns prepared by junior team members.
\n
• Prepare technical advice on complex private client tax matters for review by senior colleagues.
\n
• Identify tax planning opportunities for existing clients.
\n
• Attend pre-year-end and completion meetings with private tax clients where required.
\n
• Maintain strong client relationships and provide regular updates on the progress of assignments.
\n
• Monitor work in progress (WIP) and prepare draft fee proposals for approval.
\n
• Identify changes in the scope of client work and propose appropriate additional fees where necessary.
\n
• Support and mentor junior colleagues through training, feedback and performance reviews.
\n
• Assist with recruitment activities, including interviews for junior hires.
\n
• Deliver technical training appropriate to the experience level of trainees.
\n
• Review final tax packs and transmittal letters before they are issued to clients.
\n
• Contribute to business development initiatives, networking events and corporate social responsibility activities.
\n
• Ensure all work complies with UK tax legislation and professional standards.
\n

Personal Requirements

\n
• CTA qualified, or qualified by experience with a relevant tax or accountancy qualification such as ATT, ACA, ACCA or CA.
\n
• Previous experience within an accountancy practice in a private client tax role.
\n
• Strong technical knowledge of UK private client tax.
\n
• Experience reviewing tax returns and managing a client portfolio.
\n
• Confident communicating with clients and building long-term relationships.
\n
• Experience supervising, mentoring or line managing junior team members.
\n
• Strong organisational skills with the ability to manage competing deadlines.
\n
• Commercial awareness and the ability to identify opportunities to add value for clients.
\n
• Excellent written and verbal communication skills.
\n

Benefits

\n
• Study support.
\n
• Hybrid and flexible working.
\n
• Holiday buy and sell scheme.
\n
• Enhanced maternity and paternity pay, with additional family support including fertility treatment support.
\n
• Employee Assistance Programme (EAP).
\n
• 24/7 GP access.
\n
• Flexible benefits including the option to purchase private medical insurance, dental insurance, health assessments and a health cash plan.
\n
• Life assurance.
\n
• Free online will-writing service.
\n
• Option to purchase critical illness cover.
\n
• Cycle to Work scheme.
\n
• Electric vehicle scheme.
\n
• Tech scheme.
\n
• Travel insurance options through the flexible benefits platform.
\n
• Ongoing career development, learning programmes and structured progression opportunities.
\n

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.