Private Client Tax Manager - Cardiff

Pro-Tax; Cardiff; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm is seeking a Private Client Tax Manager focused on delivering bespoke tax advice to high-net-worth individuals. This role emphasizes client relationship management and strategic advisory work, offering career progression in a dynamic environment. Candidates should have a strong track record in private client tax, exceptional interpersonal skills, and the ability to manage complex tax matters effectively.

Qualifications

• CTA qualified or ACA/ACCA with significant tax advisory experience required.
• Demonstrated expertise in UK personal tax for HNWIs, trusts, and capital gains tax.
• Ability to manage multiple advisory projects and mentor junior team members.

Responsibilities

• Take ownership of a portfolio of private clients emphasizing bespoke advisory work.
• Deliver strategic tax advice and collaborate with HMRC on complex issues.
• Mentor and guide junior team members while supporting business development.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Management

Education

CTA Qualification

ACA/ACCA with significant 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.

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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.