Personal Tax Manager: Lead HNWI Advisory & Team Growth

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

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.