Mixed Tax Senior Manager

Insite Finance; Cardiff; On-site; GBP 72,000 - 85,000; Full time

Job summary

Insite Finance in Cardiff is seeking a Mixed Tax Senior Manager to lead a varied portfolio of business owners, companies and private clients. You will work directly with an experienced Tax Director and become a senior contact across the portfolio.

This role blends technical tax work with client-facing advisory opportunities, weekly meetings, and developing junior advisers. It offers £72,000–£85,000 with clear progression and a supportive, long-standing team in a profitable regional firm.

Qualifications

• Breadth of mixed tax exposure across private clients and business owners.
• Experience delivering tax planning and advisory work for varied portfolios.

Responsibilities

• Managing a varied portfolio of business owners, companies and private clients
• Reviewing personal and corporate tax compliance
• Delivering tax planning and advisory work
• Meeting clients face to face and understanding their wider circumstances
• Managing workflow across junior members of the team
• Reviewing technical work and resolving more complex queries
• Supporting managers and developing junior advisers
• Spotting opportunities for further advisory work
• Contributing to new client relationships where appropriate

Skills

Mixed Tax Experience

Client relationships

Advisory services

People development

Job description

Cardiff | £72,000-£85,000

If your tax career has developed across both companies and their owners, rather than disappearing down one increasingly narrow specialism, this role should make considerably more sense.

A high-performing independent accountancy firm is expanding its tax team following continued growth and investment.

Its clients are predominantly entrepreneurial businesses and private individuals, with advisers regularly working across both the commercial and personal sides of a client's affairs.

The Mixed Tax Senior Manager will work directly with an experienced Tax Director and become an important senior point of contact across the portfolio.

What you'll handle

Mixed Tax Senior Manager

• Managing a varied portfolio of business owners, companies and private clients
• Reviewing personal and corporate tax compliance
• Delivering tax planning and advisory work
• Meeting clients face to face and understanding their wider circumstances
• Managing workflow across junior members of the team
• Reviewing technical work and resolving more complex queries
• Supporting managers and developing junior advisers
• Spotting opportunities for further advisory work
• Contributing to new client relationships where appropriate

This Mixed Tax Senior Manager position needs someone with genuine breadth. You might lean more heavily towards private client work or have a balanced mixed tax background, but experience solely within corporate tax is unlikely to provide enough exposure to the type of relationships involved. You'll be joining an accountancy business where tax advisers aren't hidden away as a separate technical function. They sit alongside clients, work closely with the accounts team and become part of the wider advisory relationship.

Why this firm

The Cardiff business is already highly profitable and among the strongest performers in its region. It has retained a close, family-owned atmosphere despite its growth, with numerous long-serving employees and a strong record of internal promotion. Investment is now creating further headroom for people who want to progress beyond Mixed Tax Senior Manager within accountancy rather than remain at the same level indefinitely.

Package

• £72,000-£85,000
• Clear progression opportunity
• Broad advisory-led tax portfolio
• Direct access to senior leadership
• Established and loyal client base
• Supportive, experienced tax team
• Face-to-face client relationships

This is a particularly good Cardiff opportunity for someone who enjoys the technical side of tax but doesn't want that to come at the expense of actually knowing their clients.