Assistant Director – Private Clients

We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.

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

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Your business is growing, it’s an exciting time and there’s a lot on your horizon, but you could do with extra hours in the day and some additional support to plug the gaps.

Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care. You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges.

Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities. You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach.

Whether you’re a self-employed individual, employee, business owner or charity, it’s hard to keep up with the latest changes in tax and accounting regulations and producing your annual accounts can be a headache.

As Cambridge’s largest firm of accountants, we’ve been helping clients make sense of their accounts for over 150 years. Our experienced advisers take the time to get to know your circumstances, goals and aspirations.
We don’t just produce your annual accounts – we put the figures into perspective so you can make the best decisions for the future of your business.

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