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Advisory Manager (Private Client)

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Danny Brown

Advisory Manager (Private Client team) – Progression path for Director in place

Cambridge

£65,000 to £75,000 + benefits

AJ Chambers are pleased to be working with a very impressive and progressive firm of accountants, who are seeking a Senior Appointment of an Advisory Manager in their Private Client team.

With an impressive private client base which includes agricultural estates, investment bankers, hedge fund owners and a wide range of HNW individuals, this would be the perfect opportunity for someone to join a firm with genuine progression to Partnership in the future.

You would be responsible for a small portfolio of clients and delivering first class advice and service for both clients and internal staff.

You must present solutions to increasingly complex technical issues, as well as reviewing of the team’s work and technical abilities. Working closely with partners and directors with a view to technical and advanced planning for High-Net-Worth Individuals and families.

You will be assisting the partners in managing the team, including day to day monitoring of the workloads, work in progress, debtors, training needs and general business development.

This is a busy role which will see you involved in a large amount of tax planning work. You will be advising on Capital Taxes planning - both CGT and IHT, structuring of family businesses (working alongside corporate tax colleagues and corporate finance), Family investment vehicles, as well as:

Working with IFA’s and investment managers on tax efficient wealth planning.

Residence and domicile planning.

Trust planning.

All round advice to HNW individuals and their families.

  • Working with the internal family office offering.
  • Oversight of personal tax compliance prepared by more junior staff.
  • Management and development of more junior staff.

This role comes with a wealth of benefits including but not limited to:

  • Competitive salary
  • Hybrid working and flexible hours available
  • Prestigious Cambridge offices
  • Free parking
  • Inflated Pension contributions
  • Private healthcare for all and cashback scheme
  • Health and wellness care programme
  • Discretionary bonus
  • Employee Referral Scheme
  • 25 days holiday + Bank Holidays. This increases with promotion and/ or service.

If you feel you would be suited for this role and would like to be considered, or would like to discuss further, please apply direct or contact Danny Brown at AJ Chambers.

Advisory Manager (Private Client team) – Progression path for Director in place

Cambridge

£65,000 to £75,000 + benefits

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