Personal Tax Senior Manager

Clark Wood - Tax Recruitment; Cardiff; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading accountancy practice in Cardiff seeks an experienced Personal Tax Manager/Senior Manager to manage a varied portfolio of clients including high-net-worth individuals. This role offers a balanced hybrid working model, mentoring opportunities, and a comprehensive benefits package. Candidates must be CTA or ACA/ACCA qualified and have a strong background in personal tax compliance. Excellent communication and client relationship skills are essential for this position.

Benefits

Hybrid working model

Free on-site parking

Comprehensive benefits package

Opportunities for progression

Qualifications

• Strong background in personal tax compliance within an accountancy practice environment.
• Confident reviewing returns and managing a busy client portfolio.
• Comfortable supporting and developing junior team members.

Responsibilities

• Manage a varied portfolio of personal tax clients.
• Lead preparation of Self Assessment tax returns.
• Ensure compliance deadlines are met.

Skills

Personal tax compliance

Excellent communication

Client relationship management

Mentoring junior staff

Proactive organization

Education

CTA or ACA/ACCA qualified

Job description

Personal Tax Manager / Senior Manager – Cardiff (Hybrid)

Location: Cardiff Gate Business Park
Salary: Competitive, dependent on experience
Working Pattern: Hybrid (typically 2–3 days in the office)
Parking: Free on-site parking available

Overview

Clark Wood are working with a leading accountancy practice in Cardiff who are seeking an experienced Personal Tax Manager or Senior Manager to join their growing private client tax team. This is a compliance‑focused position, offering the chance to manage a high‑quality portfolio whilst enjoying a balanced hybrid working arrangement in modern offices at Cardiff Gate.

Key Responsibilities

• Manage a varied portfolio of personal tax clients, including high‑net‑worth individuals, company directors, landlords, and sole traders
• Lead and review the preparation of Self Assessment tax returns and associated compliance work
• Ensure compliance deadlines are met and that all work is completed to a high technical standard
• Act as the primary point of contact for clients, delivering clear and proactive communication
• Review work prepared by junior staff and provide mentoring, training, and technical support
• Identify potential advisory opportunities and liaise with senior leadership where appropriate
• Maintain an up‑to‑date understanding of UK tax legislation and HMRC requirements
• Contribute to internal process improvements and the development of best practice within the tax team

About You

• CTA and/or ACA/ACCA qualified (or qualified by experience)
• Strong background in personal tax compliance within an accountancy practice environment
• Confident reviewing returns and managing a busy and varied client portfolio
• Excellent communication and client relationship skills
• Comfortable supporting and developing junior team members
• Proactive, well‑organised, and able to work effectively within a hybrid structure

Benefits

• Hybrid working model (typically 2–3 days a week in the office)
• Free on‑site parking at Cardiff Gate
• Competitive salary and comprehensive benefits package
• Supportive, collaborative working environment
• Opportunities for progression, including routes into senior leadership

For more information about this role please contact Will Langdon at Clark Wood – [e-mail] / 07920557121