Private Client Tax Manager - HNWIs & Trusts (Flexible)

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 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.