Personal Tax Manager in Cardiff)

Austin Rose Associates Limited; Cardiff; On-site; GBP 50,000 - 70,000; Full time

Job summary

A reputable accountancy firm in Cardiff is seeking an experienced Personal Tax Manager to manage a diverse client portfolio including high net worth individuals and directors of owner-managed businesses. The role involves delivering technical advisory work and overseeing the filing process for UK tax returns. Ideal candidates should be CTA or ACA qualified with over 5 years of personal tax experience. The firm offers strong growth opportunities and a supportive work environment.

Qualifications

• Must have experience with complex clients, including HNWIs and director clients.
• Experience working on own portfolio with various income sources.
• Proven track record in delivering personal tax advisory.

Responsibilities

• Manage a diverse portfolio of clients.
• Deliver technical advisory work effectively.
• Handle one-off advisory and compliance assignments.
• Oversee UK tax return filing process.

Skills

Personal Tax Advisory

Team Management

Client Relationship Management

Education

CTA or ACA (or ACCA and STEP) qualified

5+ years of Personal Tax experience

Job description

Personal Tax Manager - Top 10 Firm - Cardiff

Are you a Personal Manager seeking a role within a Top 10 Firm? Are you looking to manage a portfolio of HNWI’s, Directors of OMBs, landed estates and more? Are you looking for the opportunity to expand your advisory exposure?

Our client, a Top 10 accountancy firm with a strong international reputation, has developed the UK’s largest network of local offices with 4,000 staff across 80 locations. Strong investment has allowed the firm to grow both geographically as well as expand its service offerings. All this whilst building market‑leading technology to support their team in providing an excellent client service. Offering excellent progression and unrivaled opportunity, this is a great firm with which to build a career.

This role sits within the Personal Tax Hub. This team works nationally and deals with a range of clients across the UK, while it is based within the Cardiff office, it is its own independent department and separate from the other teams within the same office. The firm has transferred around 3,000 clients to this team, and the main focus is to boost the efficiency of the work undertaken for SME clients using AI and other technology.

This team has seen major investment from the firm to pioneer new methods and processes; the department has also tripled in size over the last few years leading to demand for experienced managers and senior managers to help mentor the number of graduates and seniors within the team.

The majority of the basic compliance work within this team is being automated, freeing up the team to focus on providing excellent, interactive care to their clients, meaning this would be a great role for someone who values the relationships they build with their clients.

The ideal candidate for this role is a Personal Tax Manager who has experience with complex clients and strong exposure to managing and coaching a team of junior staff.

Responsibilities

• Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
• Driving the delivery of technical advisory work on the portfolio.
• Dealing with one‑off advisory and compliance assignments.
• Dealing with partnerships and high net worth individuals.
• Dealing with a wide range of capital gains tax issues.
• Overseeing the UK tax return filing process for a broad variety of clients.

Qualifications

• Be CTA or ACA (or ACCA and STEP) qualified.
• Have over 5 years’ Personal Tax experience.
• Experience working on your own portfolio of clients consisting of directors of owner‑managed businesses, property clients, HNWIs, landed estates, non‑UK domiciled individuals and non‑resident clients.
• Experience delivering personal tax advisory.

Contact

If you are looking for Personal Tax Manager jobs in South Wales, please contact Austin Rose, the public practice recruitment specialist.