Manager Family office

England, Cambridgeshire, Cambridge
Apr 27, 2021
May 25, 2021
JN -042021-2565755
Hermione Rowe
Job Role
Contract Type
Full Time
Level of qualification
CIMA, Qualified

This is an ideal role for a highly-motivated and experienced general practitioner who is looking to further broaden their experience in a accountancy practice which is a challenging and fast pace environment. The purpose of this family manager role is to look after a niche client portfolio, delivering high quality client service and contribute towards the development and success of the Cambridge based firm.

Client Details

This Cambridge based firm is a full service business and tax advisory practice. Based in Cambridge, the firm has a proven track record of delivery and a carefully-chosen group of successful clients.


  • Preparation for and attendance at trustee meetings
  • Participation in weekly resource planning meeting to ensure compliance work turnaround targets are met and work is allocated to the most appropriate team members
  • Liaison with client legal advisers to deliver tax planning strategies
  • Management of accounts and taxation compliance assignments for a variety of business structures in line with firm's standard procedures
  • Supporting and working alongside the partners in delivery of advisory work and specialist projects
  • Overseeing preparation of ad-hoc returns, VAT registrations and other specialist reporting
  • Contribution towards development of technical audit and accounts competences, portfolio management and advisory skills in trainees
  • Supporting client accounting staff in record-keeping for complex transactions
  • Review and finalisation of technical accounting and taxation returns for client distribution
  • Lots of client contact - assisting with ad-hoc queries and requests


You will be ACA/ACCA qualified, or equivalent with a career in accountancy practice background and strength within accounts/tax and all around general accountancy. Dealing with owner-managed businesses and experienced in managing accounts and taxation compliance assignments. You will have developed your career to Manage a team and be looking to take your career to the next level, within a firm and role where you can see a genuine clear progression and development path on offer.

Job Offer

Salary up to £65,000 dependent on the background experience and level of the right professional, plus benefits, negotiable.

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