Personal Tax Manager

Clark Wood - Tax Recruitment; Cardiff; On-site; GBP 45,000 - 50,000; Full time

Job summary

A leading recruitment consultancy is seeking a Personal Tax Manager in Cardiff to manage a portfolio of private clients. The role involves overseeing junior team members, ensuring efficient service delivery, and maintaining technical knowledge. Candidates should be ATT or CTA qualified with over 5 years of personal tax experience in a practice. This opportunity offers significant responsibility and autonomy within a reputable firm.

Qualifications

• 5+ years of experience in Personal Tax within a practice environment.
• Ability to manage a private client portfolio efficiently.

Responsibilities

• Manage and service your own private client portfolio.
• Review complex client tax returns.
• Supervise and support junior team members.

Skills

Personal Tax experience

Team management

Communication skills

Education

ATT Qualified / CTA Qualified

Job description

Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.

Personal Tax Manager, Cardiff, £45,000 - £50,000

Are you an ambitious Personal Tax Assistant Manager or established Tax Manager in South Wales looking for a new challenge with a leading firm of accountants at Manager level?

Accountancy Practice and Tax recruitment specialists Clark Wood are delighted to be working with a regional firm in Cardiff who are looking to add an ambitious and driven Personal Tax Manager to their team.

As a Personal Tax Manager you will work closely with the Senior Tax Manager and Partners to ensure the efficient provision of a range of technical services to a variety of prestigious clients based across the UK.

You will form an integral part of the firm’s personal tax team and will be responsible for managing your own client portfolio. You will have responsibility for overseeing Tax Seniors and Trainees within the team which will see you reviewing their work and providing support and guidance to them as necessary.

The ideal candidate may be ATT or CTA Qualified and will have a wealth of experience in Personal Tax (ideally a minimum of 5 years).

This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Cardiff where you will undertake a role with an excellent level of responsibility and autonomy.

Duties & Responsibilities

• Manage and service your own private client portfolio. This mainly involves the delivery of self-assessment tax returns but can also include advisory work that arises from the portfolio, billing and managing work in progress.
• Manage more junior members of the team to deliver on your portfolio.
• Responsibility for departmental initiatives and programmes whilst continuing involvement in supervision, training and development of the team.
• Possible line management of more junior members of staff
• Ensure tax department administration is kept up to date, and routine administration dealt with in a timely manner.
• Liaise and communicate with other departments, clients and partners.
• Identify cross selling opportunities to partner through networking.
• Support Tax Partner.
• Responsibility for departmental initiatives and programmes.
• Maintain up to date technical knowledge.
• Involvement in marketing of the tax service line by attending client functions and seminars.
• Review complex client tax returns.

Skills

• ATT Qualified / CTA Qualified with 5+ years’ experience ideally
• Strong Personal Tax experience within a practice environment is essential

For further information on this role please contact Jack Wyatt at Clark Wood - [e-mail] / 07880 255933

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role