Hybrid Private Client Tax Advisory Manager (HNW Focus)

Taxation; Greater London; Hybrid; GBP 60,000 - GBP 70,000; Full time

Job summary

A leading tax advisory firm in Cambridge seeks a qualified personal tax manager to offer advisory support to high-net-worth individuals, families, and trusts. This role involves close collaboration with partners, focusing on income tax, CGT, and IHT planning, alongside opportunities for career development towards senior management. The firm promotes a hybrid work environment allowing for homeworking 2-3 days a week, with a competitive salary range of £60k-£70k plus benefits.

Benefits

Hybrid working model

Flexible hours

Career progression opportunities

Qualifications

• Strong technical grasp of income tax, CGT, and IHT planning for HNWIs.
• Experience advising new-money entrepreneurial private clients.
• Valuable experience with succession planning and international personal tax.

Responsibilities

• Advise HNW entrepreneurs, business owners, and families on tax planning.
• Work closely with partners to develop managerial and business skills.
• Utilize hybrid working model with potential homeworking 2-3 days a week.

Skills

Technical grasp of income tax

Capital Gains Tax (CGT) planning

Inheritance Tax (IHT) planning

Advising HNWIs

Experience with trusts

Succession planning

International personal tax

Education

CTA qualification

Job description

A leading tax advisory firm in Cambridge seeks a qualified personal tax manager to offer advisory support to high-net-worth individuals, families, and trusts. This role involves close collaboration with partners, focusing on income tax, CGT, and IHT planning, alongside opportunities for career development towards senior management. The firm promotes a hybrid work environment allowing for homeworking 2-3 days a week, with a competitive salary range of £60k-£70k plus benefits.