Private Client Manager

Menzies LLP; Cardiff; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading firm is seeking a Private Client Tax Manager in Cardiff to support senior specialists and build a personal client portfolio. This role offers a blend of advisory work and compliance responsibilities, providing excellent career growth opportunities in a collaborative environment with flexible working options.

Benefits

Hybrid and flexible working options

Career development support

Access to challenging work

Collaborative culture

Qualifications

• Qualified ATT and CTA.
• Experience supporting advisory projects within a team setting.
• Experience managing compliance portfolios.

Responsibilities

• Support senior client specialists with compliance and advisory cases.
• Build and manage your own portfolio of private clients.
• Review tax returns prepared by junior staff.

Skills

Technical tax knowledge

Communication skills

Collaborative mindset

Self-management

Education

ATT and CTA qualified

Job description

Private Client Manager – Join Our Growing Cardiff Team
Advisory. Collaboration. Growth. This is your next career move.

At Menzies, we’re not just delivering tax compliance – we’re building trusted relationships and delivering high-value advice. We’re looking for a Private Client Tax Manager to join our Cardiff office and play a key role supporting our senior private client team across multiple offices, while also building their own portfolio and presence locally.

This is an ideal opportunity for someone who enjoys collaborative advisory work, wants to get involved in interesting client cases, and is ready to grow with a forward-thinking firm.

Your Role at a Glance:

Work closely with our senior private client specialists across offices, supporting them with compliance and advisory cases.

Join client meetings, provide follow-up support, and become a trusted point of contact.

Build and manage your own portfolio of private clients over time.

Review tax returns prepared by junior team members, ensuring quality and development.

Identify advisory opportunities within the existing Cardiff client base and help shape solutions.

Support the Cardiff partner group with both compliance and advisory needs.

Contribute to team development, working collaboratively across all levels.

Travel occasionally to other Menzies offices or client sites (with notice).

What You’ll Bring:

ATT and CTA qualified

Strong technical tax knowledge and experience managing compliance portfolios

Demonstrable experience supporting advisory projects, ideally within a team setting

Confident communication skills – comfortable supporting senior colleagues and clients alike

A collaborative mindset with a focus on team delivery, not individual siloed work

Ability to self-manage, prioritise, and contribute proactively with a solutions-led approach

Experience reviewing complex tax returns and mentoring junior staff

What You’ll Get:

A unique opportunity to grow your advisory experience while building a portfolio

A collaborative and people-first culture

Regular interaction with senior leadership and clients

Hybrid and flexible working options

Access to challenging and rewarding work across tax compliance and advisory

Career development and progression support from a national firm with a local feel

Location: Cardiff (occasional travel to other Menzies offices and client sites)
Contract: Full-time, Permanent
Salary: Competitive + Benefits

Sound like your next challenge?
Apply now to join a firm where your voice is heard, your work makes an impact, and your career can flourish.