Personal Tax Assistant Manager - Cardiff, Wales

Pro-Tax; Cardiff; On-site; GBP 45,000 - 60,000; Full time

Job summary

A Top 20 accountancy firm in Cardiff is seeking a Personal Tax Assistant Manager to join their private client team. The role offers flexibility, professionalism, and a collaborative atmosphere. Responsibilities include managing a portfolio of high-net-worth clients, mentoring junior staff, and preparing personal tax returns. Ideal candidates will have 3+ years in personal tax, strong communication skills, and a commitment to a balanced work-life culture. This firm values diversity and inclusion, welcoming applicants from all backgrounds.

Benefits

Flexible working hours

Continuous learning opportunities

Supportive team culture

Qualifications

• At least 3 years' experience in personal tax.
• Experience with complex private client portfolios.
• Ability to manage multiple priorities effectively.

Responsibilities

• Manage your own portfolio of private clients.
• Prepare and review UK personal tax returns.
• Mentor and support junior team members.
• Build long-term relationships with clients.
• Contribute to technical discussions and team development.
• Assist senior management with project work.

Skills

ATT qualified

Experience with high-net-worth individuals

Strong communication skills

Organised and proactive

Job description

Personal Tax Assistant Manager - Flexibility, Support & Career Balance

Looking to take the next step in your tax career without compromising on flexibility or support? Join a Top 20 accountancy firm that truly understands the importance of work-life balance, professional development, and a collaborative team culture. We're looking for a Personal Tax Assistant Manager to join our growing private client team.

This is an excellent opportunity for someone who wants to work on high-quality client work while being part of a supportive, approachable, and inclusive environment.

What You'll Be Doing

You'll support the delivery of tailored tax services to a portfolio of high-net-worth individuals and private clients, while helping to manage and mentor junior staff. You'll be part of a close-knit and highly collaborative tax team that values knowledge-sharing, open communication, and mutual respect.

Your key responsibilities will include:

• Managing your own portfolio of private clients, including HNWIs and international individuals.
• Preparing and reviewing UK personal tax returns with the support of a strong technical team.
• Supporting junior team members through mentoring and review, helping them develop in their roles.
• Acting as a point of contact for clients, building long-term trusted relationships.
• Staying up to date with current legislation and contributing to technical discussions and team development.
• Supporting senior management with project work and ad hoc advisory assignments.

Why You'll Love Working Here

True Flexibility: Options for hybrid working, flexible hours, and arrangements that fit around life outside work.

Supportive Culture: Join a collaborative, friendly team where help is always available and people genuinely care.

Invested in You: You'll have access to continuous learning opportunities, mentorship, and a clear progression path.

Inclusive Environment: A workplace where all voices are heard, and you're encouraged to be your authentic self.

About You

We're looking for someone who is technically competent, people-oriented, and values a balanced working life:

• ATT qualified with at least 3 years' experience in personal tax.
• Experience working with high-net-worth individuals or complex private client portfolios.
• A strong communicator who can work well with clients and team members alike.
• Organised, proactive, and comfortable managing multiple priorities.
• Keen to contribute to a positive, team-focused culture.

If you are looking for a great culture to work in with superb client exposure, please send your cv through to [e-mail]

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.