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Personal Tax Assistant Manager - Cardiff, Wales

PRO-TAX RECRUITMENT LIMITED

Cardiff

Hybrid

GBP 40,000 - 60,000

Full time

22 days ago

Job summary

Une entreprise de comptabilité de premier plan recrute un Personal Tax Assistant Manager pour son équipe de clients privés en pleine croissance à Cardiff. Ce poste offre une excellente occasion de travailler sur des dossiers de clients de grande qualité tout en bénéficiant d'un environnement collaboratif et de soutien. Le candidat idéal est qualifié ATT, expérimenté en fiscalité personnelle et motivé par l'équilibre travail-vie personnelle.

Benefits

Flexibilité sur les horaires
Culture de soutien
Opportunités d'apprentissage continu
Environnement inclusif

Qualifications

  • Au moins 3 ans d'expérience en fiscalité personnelle.
  • Expérience avec des clients haut de gamme ou des portefeuilles privés complexes.
  • Capacité à gérer plusieurs priorités avec efficacité.

Responsibilities

  • Gérer un portefeuille de clients privés, y compris des HNWI.
  • Préparer et examiner les déclarations fiscales personnelles au Royaume-Uni.
  • Soutenir les membres juniors de l'équipe par le mentorat et la révision.

Skills

Communication
Organisation
Proactivité

Education

ATT qualification

Job description

Personal Tax Assistant Manager - Cardiff, Wales

Location

Cardiff

Type

Permanent

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.

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 jennifer.nelson@pro-tax.co.uk

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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.

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