Personal Tax Senior Manager

Clark Wood - Tax Recruitment; Cardiff; On-site; GBP 60,000 - 70,000; Full time

Job summary

A leading tax recruitment firm in Cardiff is seeking a Private Client Tax Senior Manager to lead tax advisory projects and manage a diverse portfolio of high-net-worth clients. The ideal candidate will have extensive experience in personal tax advisory, be CTA qualified, and possess strong project management skills. This role offers a path to partnership and strong support for professional development.

Qualifications

• Several years of experience in personal tax advisory.
• Up-to-date knowledge to provide the most appropriate advice.
• Experience managing a portfolio of tax clients.

Responsibilities

• Lead the team’s tax advisory projects.
• Act as principal on a portfolio of tax clients.
• Support the development of more junior members.
• Contribute to regional networking to build new business.

Skills

Personal tax advisory

Compliance work

Project management

Networking

Education

CTA qualified

STEP

ACA or ACCA

Job description

Overview

Cardiff | Private Client Tax Senior Manager | Salary £60,000 - £70,000

As a Private Client Tax Senior Manager/ Associate Director, you will be an integral part of the senior management team of the Cardiff office, leading the team’s tax advisory projects ensuring work is delivered within scope, on time and within budget, and networking within the region to build new business for the firm.

Responsibilities

• Lead the team’s tax advisory projects to ensure work is delivered within scope, on time and within budget.
• Act as principle on a portfolio of tax clients, which will include HNWIs, non-resident and non-domiciled individuals based across South Wales.
• Lead on complex advisory projects, including preparing reports and reviewing and managing the delivery of the team’s advisory projects, supporting the development of more junior members of the team.
• Support the development of more junior members of the team and contribute to regional networking to build new business for the firm.
• Development opportunity with progression to Partner for the right individual, with support from the Partner team.

Qualifications and Experience

• CTA qualified; ideally with STEP and ACA or ACCA.
• Several years of experience in personal tax advisory and compliance work, with up-to-date knowledge to provide the most appropriate advice for clients.

How to apply

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