Private Client Tax Assistant Manager

Crowe Watson Recruitment; Cardiff; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Flexible working

Company pension

Clear progression toward Manager

Job summary

A leading firm of Chartered Accountants in Cardiff seeks an experienced Private Client Tax Assistant Manager to join their growing tax team, handling HNWIs, trusts and business owners with proactive planning and compliance excellence.

You will work with partners on advisory projects, mentor junior staff and support the wider tax function in a collaborative culture with clear progression toward Manager.

Qualifications

• CTA and/or ACA/ACCA qualified (or qualified by experience).
• Strong technical knowledge of private client tax matters.
• Experience in a UK Practice environment.
• Excellent client relationship management skills.
• Proven experience reviewing the work of junior colleagues.

Responsibilities

• Manage a portfolio of private clients (HNWIs, trusts, business owners).
• Provide tax planning and advisory support alongside compliance work.
• Review tax returns prepared by junior staff and provide technical guidance.
• Liaise directly with clients and build strong working relationships.
• Support partners on ad hoc advisory and planning projects.

Skills

Client relationships

Tax planning

Mentoring junior staff

Communication

UK practice experience

Education

CTA/ACA/ACCA qualified

Job description

A leading firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager to join their growing tax team, offering flexible working, a company pension, and much more. The successful candidate will manage a varied portfolio of private clients, including high net worth individuals, trusts, and business owners, providing proactive tax planning advice and ensuring compliance obligations are met to a high standard. You will work closely with partners and directors on advisory projects, while also supporting and mentoring junior members of the team.

This is an excellent opportunity for a Private Client Tax professional based in or around Cardiff to join a firm with a strong reputation, a collaborative culture, and a clear pathway for progression.

What is the day-to-day of the role:

• Manage a portfolio of private clients, including HNWIs, trusts, and business owners
• Provide tax planning and advisory support alongside compliance work
• Review tax returns prepared by junior staff and provide technical guidance
• Liaise directly with clients and build strong working relationships
• Support partners on ad hoc advisory and planning projects

Required Skills and Qualifications:

• CTA and/or ACA/ACCA qualified (or qualified by experience)
• Strong technical knowledge of private client tax matters
• Previous experience working within a UK Practice environment
• Excellent client relationship management skills
• Proven experience reviewing the work of junior colleagues

Benefits:

• Flexible working arrangements
• Company pension
• Genuine scope for progression towards Manager and beyond
• Collaborative culture with a clear pathway for progression

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

Please note we are unable to offer sponsorship for this role.