Private Client Tax Manager

Austin Rose Associates; Cardiff; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A prominent Top 30 accountancy firm in Cardiff is seeking a Private Client Tax Manager who is CTA qualified and has over 5 years of Personal Tax experience. The role involves building and managing client portfolios, supporting junior staff, and providing expert tax advisory services. The firm offers a hybrid work model, generous holiday, and family-friendly perks.

Benefits

28 days holiday

Up to 13% pension

Family-friendly benefits

Hybrid working

Qualifications

• Over 5 years’ Personal Tax experience.
• Experience managing portfolios of HNWI's, non-UK domiciled individuals, and owner-managed businesses.
• Experience delivering personal tax advisory.

Responsibilities

• Support junior team members with compliance and advisory cases.
• Build and manage own portfolio of private clients.
• Review tax returns prepared by junior team members.

Skills

Personal Tax experience

Client portfolio management

Tax advisory

Education

ATT and CTA qualified

Job description

Private Client Tax Manager – Cardiff, Wales – Top 30 Firm

Are you a CTA qualified Private Client Tax Manager or Assistant Manager looking for the next step in your career? Would you like to work for a top 30 accountancy firm in Wales?

Our client is a Top 30 firm with a strong presence within in the local OMB client base but part of a leading international network offering overseas secondments. They are a strong business partner to their clients, so look to hire people who want to add value to their clients. They are recruiting for a Private Client Tax Manager in their Cardiff office!

Private Client Tax Manager responsibilities include:

• Working closely with junior team members, supporting them with compliance and advisory cases
• Joining client meetings, providing follow-up support, and becoming a trusted point of contact
• Building and managing your own portfolio of private clients
• Reviewing tax returns prepared by junior team members, ensuring quality and development
• Supporting partners with both compliance and advisory needs

As a Private Client Tax Manager, you will be/have:

• ATT and CTA qualified
• Over 5 years’ Personal Tax experience
• Experience working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWI's, landed estates, non-UK domiciled individuals and non-resident clients
• Experience delivering personal tax advisory

In return, as a Private Client Tax Manager, you will receive:

• 35-hour week
• 28 days holiday
• 10am-4:30pm core hours
• hybrid working (50% working from home)
• up to 13% pension
• family-friendly benefits

If you are seeking Private Client Tax Manager jobs in Cardiff, contact Austin Rose, the Public Practice Recruitment Specialists.