Advisory Tax Manager – Private Clients

Peters Elworthy & Moore; Cambridge; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading independent accountancy firm in Cambridge is seeking a Private Client Tax Manager to provide innovative tax advisory services to high-net-worth clients. This role emphasizes strong technical expertise, project management, and excellent communication skills, requiring a CTA qualification or equivalent. Join a supportive environment committed to professional excellence and enjoy a flexible hybrid working model that balances office and remote work.

Qualifications

• Proven post-qualification experience in personal tax advice.
• Strong commercial awareness and commitment to continuous learning.
• Ability to build strong client relationships.

Responsibilities

• Provide tax advisory projects for high-net-worth clients.
• Identify new business opportunities and mentor junior team members.
• Support Partners and Directors with business development.

Skills

Technical expertise in personal tax advisory

Project management skills

Excellent communication

Education

CTA qualification

Other recognized accounting qualifications (STEP, ACA, ACCA)

Job description

Are you ready to take the next step in your tax career with a firm that values innovation, client care, and professional excellence?

Join a thriving and forward-thinking firm as a Private Client Tax Manager, focusing on providing tax advisory projects for high-net-worth clients. You will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships, and Trusts. Your role will involve delivering bespoke advisory projects, identifying new business opportunities, and mentoring junior team members. Additionally, you will support Partners and Directors with business development and contribute to the team's 2030 strategy.

Candidates must possess a CTA qualification; other recognized accounting qualifications such as STEP, ACA, or ACCA will also be considered, provided there is proven post-qualification experience in personal tax advice. The role requires strong technical expertise in personal tax advisory, effective project management, team development skills, excellent communication, and the ability to build strong client relationships. Commercial awareness and a commitment to continuous learning are also essential.

We offer a flexible, hybrid working model that combines time in our Cambridge and Milton offices with the option to work from home—giving you the best of both worlds.

We are also seeking an experienced Assistant Manager to join our Business Tax team. This role involves managing a portfolio of Grade B and C clients, providing expert tax advice, and reviewing compliance work. The ideal candidate will be ATT qualified and either CTA qualified or have at least four years’ practical experience in business tax, with strong technical knowledge, excellent client communication skills, and mentoring abilities.

If you are a motivated tax professional looking to advance your career, we encourage you to apply.

Share Schemes Tax Manager – Employment Tax

We are seeking a tax professional to join our team as a Share Scheme Tax Manager. You will work closely with clients, HMRC, and internal teams, providing advice on employee share incentives and employment tax matters. Your responsibilities will include designing share plan structures, managing compliance, and valuations, delivering high-quality solutions that make a difference.

If you have experience in Share Schemes/Reward within an accountancy or law firm, hold a professional qualification such as ATT, CTA, or ACA, and enjoy building strong client relationships, we want to hear from you. The role also involves engaging in employment tax matters like employment status assessments, off-payroll working regulations, termination payments, and HMRC enquiries. This is an excellent opportunity to work on diverse projects, grow your expertise, and be part of a supportive team that values excellence.

Trainee Tax Adviser (School Leaver or Graduate) – ATT/CTA

Are you a recent school leaver or graduate eager to start an exciting career in taxation?

PEM, the largest independent accountancy firm in Cambridge, is looking for talented school leavers or graduates to join our Tax team as Trainee Tax Advisers. This role is ideal for ambitious individuals seeking a rewarding career in taxation and advisory services.

"I like that the company is big enough to offer variety and structure to its trainee programs, but also small enough to feel personal. This ‘best of both worlds’ approach has been perfect for me so far — I’ve already learned so much both in the office and at college.”

Harriet Jones, Assistant Manager, shares, “Since joining PEM from Hills Road, I have gained exposure and insight early in my career that I wouldn’t have imagined. The support from PEM, especially within my team, has been exceptional, making it a pleasure to work here. Although challenging, it is also rewarding.”

Another team member states, “Since joining PEM in October 2017, I have had endless opportunities to develop professionally, technically, and personally, with full support from the partner group. PEM is progressive, inclusive, and an enjoyable place to work, maintaining a healthy work-life balance.”