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Assistant Director – Private Clients

Overview

Location:
Cambridge

Team:
Private Clients

Line Manager Position:
Partner

Job Title:
Assistant Director

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Are you ready to take a leading role in advising high net worth individuals and their families?

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.

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.

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.

To apply, please send a covering letter and CV to our recruitment team at recruitment@pem.co.uk.

Stephen Bartlett-Rawlings of PEM's Private Clients team
“Since joining PEM in October 2017, I have been given endless opportunities to develop professionally, technically and personally, whilst being fully supported by the partner group. PEM is progressive, inclusive and an enjoyable place to work whilst ensuring its staff maintain a healthy work life balance.”
Jemma Gibbons-Riddell

Partner

“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 learnt so much both in the office and at college.”
Rachel Blunt

Manager

“Since joining PEM from Hills Road, I have seen the exposure and insight at an early stage of my career that I would not have imagined. The support I have received from PEM particularly within my team has been exceptional, making it a pleasure to work for PEM. Although it is challenging it is also equally rewarding.”
Harriet Jones

Assistant Manager

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