Assistant Manager 2 - Private Clients.

Cambridge | 10th January 2025

Find out more about this role

View Job Description

Are you a tax professional with a commitment to excellence in client service?

PEM invites you to join our esteemed team as an Assistant Manager 2. In this pivotal role, you will manage a diverse portfolio of compliance cases, offer expert advice on private client tax matters, and stay abreast of the latest tax legislation. Your responsibilities will include reviewing colleagues’ work, assisting with complex advisory tasks, and ensuring billing efficiency.

We seek candidates who are ATT and CTA qualified, possess strong technical knowledge, excellent communication skills, and experience in mentoring teams. Proficiency in Microsoft Office and case management systems is essential. If you are a team player with a passion for delivering outstanding service, we would love to hear from you. Apply now and become a vital part of our supportive and friendly team at PEM.

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

Apply for this job
Private Clients Job Role

Industrial Placement – Tax

Are you a motivated undergraduate student looking for an industrial placement to gain invaluable experience in the world of taxation?

PEM, the largest independent accountancy firm in Cambridge, is offering an exciting industrial placement opportunity for an ambitious individual eager to kickstart their career in tax. 

Read more and apply

Director RI – Audit

As a Director and Responsible Individual (RI), this role is pivotal to the Audit team.  Thinking like a partner, with a passion for innovation and new initiatives to drive continuous improvement and growth of the Audit department. The role owns a portfolio of clients and manages that alongside signing audits as an RI, and developing colleagues by sharing knowledge and technical direction.

Read more and apply

Audit Manager – Charities & Non-profit

Are you passionate about making a difference and looking for a challenging yet rewarding role? We’re seeking an Audit Manager to join our dedicated team specialising in charities and not for profit.

As an Audit Manager, you’ll have the opportunity to manage a diverse portfolio of clients with turnovers typically from £1 million up to £20 million. You’ll lead audits from planning to completion, working closely with senior managers and trustees. Our team provides specialist audit and business advisory services to more than 250 charities and non-profits in the UK. This role offers a unique opportunity to make a significant impact in the sector.

We’re looking for a strategic thinker and a proactive problem solver. Someone who excels at portfolio and client management, team oversight, and business development. If you’re someone that staff feel comfortable approaching for guidance, then you’re the leader we’re looking for. Don’t miss this unique opportunity to use your skills in a meaningful way, contribute to a sector that makes a real difference, and grow professionally. If you’re ready to take the next step in your career and make a significant impact, we want to hear from you.

Read more and apply

Grants Assistant – Audit & Accounts

Are you a motivated and detail-oriented individual with a keen interest in finance? We are seeking Grants Assistants to join our Audit and Accounts team at PEM.

In this role, you will play a crucial part in supporting our audits of grant claims made by our clients to a number of different funding bodies. This is a fantastic opportunity to be part of a collaborative team and make a significant impact. Additionally, you will have the chance to enhance your professional development by studying for the AAT Level 4 certification. We are looking for candidates who are eager to learn, have a keen eye for detail, and are passionate about delivering excellent service.

If this sounds like you, we would love to hear from you. Apply now and become a vital part of our supportive and friendly team at PEM!

Read more and apply

Trust and Probate Manager – Private Clients

Are you experienced in trust and probate services and looking for a new challenge? Join our team as a Trust and Probate Manager and work alongside directors and partners to achieve our firm’s strategic goals.

In this role, you’ll manage a diverse portfolio of clients, ensuring compliance deadlines are met and providing top-tier technical support. You’ll collaborate with partners and colleagues to deliver exceptional service to Trusts, Estates, and High Net Worth Individuals (HNWIs) and their families. Additionally, you’ll assist with advisory projects, estate administration, and client meetings, while staying updated on the latest developments in the Trust arena.

We seek someone with demonstrable experience in trust and probate services, excellent knowledge of personal and trust compliance, and strong communication skills. Experience with onshore trusts is essential, and offshore trust experience is a plus. While probate experience is desirable, it’s not essential. Formal qualifications like CTA, STEP, or CILEX are beneficial but not required.

Read more and apply

Manager – Recovery & Insolvency

We are seeking an experienced and highly skilled Recovery and Insolvency Manager to join our dynamic team.

The individual will play a key part in the smooth running of the team, ensuring that technical work is carried out in accordance with the firm’s standards and procedures and that work is completed to a high standard.

Read more and apply

Assistant Manager – Recovery & Insolvency

We are seeking a highly skilled and motivated Recovery and Insolvency Assistant Manager to join our dynamic team. The ideal candidate will have a strong background in insolvency and recovery procedures, exceptional organisational skills, and the ability to work effectively in a fast paced environment.

You will ensure statutory and procedural compliance is undertaken; supervision of junior staff, with particular emphasis on case progression and ‘on the job’ training.

Read more and apply

Administrator

Are you looking for a dynamic and rewarding administration role? We are seeking a dedicated and professional Administrator to join our team at PEM. As an Administrator, you will play a crucial role in providing efficient and professional administrative support. You’ll be the first point of contact for visitors and colleagues, ensuring an excellent level of service at all times.

If you are a team player with administrative experience with a passion for delivering outstanding service, we would love to hear from you. Apply now and become a vital part of our supportive and friendly team at PEM.

Read more and apply

Account Associate – Virtual Finance Office (Outsourcing)

We’re seeking an AAT-qualified professional with some experience in cloud accounting technology to manage a portfolio of clients. You’ll provide outsourced accounting services using cloud technology, focusing on bookkeeping, management reporting, and financial preparation. The ideal candidate will excel in Microsoft Office and Xero, possess strong communication skills, and demonstrate a proactive approach to client satisfaction and continuous improvement.

Read more and apply

Account Manager – Virtual Finance Office (Outsourcing)

We’re seeking a dynamic Account Manager to manage their own portfolio of client accounts and deliver exceptional service using the latest cloud accounting technology. Responsibilities include bookkeeping, management reporting, credit control, and general business support. The ideal candidate will have a strong background in accounting, excellent communication skills, and proficiency in cloud-based accounting software. You should be able to work independently, manage multiple clients simultaneously, and adapt to evolving technological solutions in the accounting field.

If you’re proactive and client-focused, apply now and take the next step in your career!

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

Read more and apply

Accounts Administration/Bookkeeper – Virtual Finance Office (Outsourcing)

Are you a detail-oriented professional with a passion for numbers? Join our dynamic team where you’ll enjoy the flexibility of hybrid working. As a Bookkeeper, you’ll play a crucial role in delivering our high-quality outsourced accounting services to a diverse range of client companies and organisations. If you are a team player with a passion for delivering outstanding service, we would love to hear from you.

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

Read more and apply