Private Client Tax Manager - Cardiff

PRO-TAX RECRUITMENT LIMITED; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment company is seeking a Private Client Tax Manager to join their advisory team. This role offers the opportunity to work with high-profile clients, tackling complex tax strategies while mentoring junior staff. Ideal candidates will be CTA qualified and possess strong interpersonal skills to thrive in a consultative environment.

Qualifications

• Expertise in private client tax and strong advisory track record.
• In-depth technical knowledge of UK personal tax for high-net-worth individuals.

Responsibilities

• Ownership of portfolio of private clients focused on bespoke advisory work.
• Delivering proactive tax advice on inheritance tax, capital gains, and residency matters.
• Mentoring junior staff and maintaining compliance standards.

Skills

Interpersonal skills

Client management

Strategic tax advice

Communication skills

Education

CTA qualified

ACA/ACCA with tax advisory experience

Job description

Private Client Tax Manager - Advisory-Focused Role

Are you looking to take the next step in your private client tax career with a role that offers meaningful advisory exposure and clear progression opportunities? This position offers direct access to high-profile clients, where you will play a key role in shaping complex tax strategies and advising on issues ranging from inheritance tax to international residency planning. With a strong advisory bias, this role is ideal for a tax professional seeking to deepen client relationships and gain experience that supports advancement to senior leadership.

Key Responsibilities:

* Take ownership of a dynamic portfolio of private clients, including high-net-worth individuals, entrepreneurs, partnerships, and trusts, with a strong emphasis on bespoke advisory work.
* Deliver proactive, strategic tax advice covering inheritance tax planning, capital gains tax mitigation, non-domicile and residency matters, trust structuring, and succession planning.
* Act as a trusted adviser, building long-term relationships through direct client interaction and high-quality, tailored solutions.
* Collaborate closely with HMRC and other professional advisers to manage complex tax issues and negotiate on clients' behalf.
* Review and oversee the preparation of complex self-assessment tax returns, ensuring they align with broader advisory strategies.
* Mentor and guide junior team members, fostering technical development and client-facing confidence.
* Maintain high standards of technical and ethical compliance, managing deadlines and budgets efficiently.
* Support business development through advisory-led conversations, identifying client needs and opportunities, contributing to proposals, and representing the firm at networking events.
* Stay informed on evolving legislation and trends to anticipate client impact and shape advisory strategies accordingly.

Key Requirements:

* CTA qualified (or ACA/ACCA with significant tax advisory experience).
* Demonstrated expertise in private client tax with a strong advisory track record, ideally from a professional services background.
* In-depth technical knowledge of UK personal tax, particularly for HNWIs, trusts, IHT, and CGT.
* Exceptional interpersonal and communication skills, with a consultative, client-first approach.
* Proven ability to manage multiple advisory projects and mentor junior staff effectively.

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.