Personal Tax Manager

Hays; Cardiff; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A thriving Accountancy Practice in Cardiff is seeking a Tax Manager to independently manage a portfolio of key clients with complex tax affairs. The successful candidate will provide comprehensive tax advisory services to clients, assist with tax returns and planning, and ensure compliance. This role is ideal for qualified tax professionals seeking a mid-senior level position with competitive pay and flexible working options.

Benefits

Up to £55,000 salary

Flexi time

Hybrid working

Free Parking

Qualifications

• ATT (or HMRC equivalent) minimum.
• Ideally CTA or STEP Qualified but will also consider QBE.
• At least 5 years post qualification experience in a private client compliance/advisory role.

Responsibilities

• Independent management of a small portfolio of key clients with complex tax affairs.
• Assistance with personal tax and trust returns, capital gains, and inheritance tax.
• Tax planning for business owners/managers and high net worth individuals.

Skills

Tax advisory

Client management

Written communication

Verbal communication

Education

ATT

CTA

STEP Qualification

Job description

1 day ago Be among the first 25 applicants

This range is provided by Hays. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Your new company
A thriving successful Accountancy Practice based in Cardiff.

Your new role

• Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required - from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings
• Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries
• Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations
• Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts. Use of applicant's knowledge and experience of working with individuals and families, to offer tax advice to help them establish their personal plans and goals, where relevant advising in the following specialist areas by way of example:

Estate planning for business/property ownership
Retirement/succession planning
Tax implications of financial investments and investment products
Main residence planning
Use of trusts for tax planning
IHT/Estate tax planning generally

What you'll need to succeed

• ATT (or HMRC equivalent) minimum
• Ideally CTA or STEP Qualified but will also consider QBE
• At least 5 years post qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work

What you'll get in return

• Up to £55,000
• Flexi time and hybrid working
• Free Parking

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Temporary

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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