Private Client Tax Senior Manager - Cardiff

Pro-Tax; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading tax advisory firm in Cardiff is seeking a Private Client Tax Senior Manager to oversee a sophisticated portfolio of high-net-worth clients. In this senior leadership position, the candidate will provide strategic tax advice, mentor a growing team, and engage in business development. The ideal candidate has extensive experience in private client tax, is CTA qualified, and possesses strong interpersonal and leadership skills. This role offers a dynamic environment focused on professional growth and innovation.

Qualifications

• Significant experience in private client tax at a managerial or senior managerial level.
• Proven advisory experience in UK personal tax, IHT, CGT, trusts, and international tax planning.

Responsibilities

• Lead a sophisticated portfolio of private clients and provide high-level advisory services.
• Supervise and review complex tax compliance work, ensuring advisory integration.
• Act as the principal point of contact for key clients, building relationships.

Skills

Expertise in inheritance tax planning

Strong communication and interpersonal skills

Leadership and team management

Commercial awareness for practice development

Education

CTA qualified or ACA/ACCA

Job description

Private Client Tax Senior Manager - Strategic Advisory & Leadership Role

This is an exceptional opportunity for an experienced private client tax professional to step into a senior leadership role with a strong focus on complex advisory work and team development. As Senior Manager, you'll play a pivotal role in delivering strategic tax advice to a high-calibre client base, while shaping the future of the private client function.

Key Responsibilities:

• Lead a sophisticated portfolio of private clients, including high-net-worth individuals, business owners, non-UK domiciliaries, and trusts, with a primary focus on delivering high-level advisory services.
• Provide expert advice on inheritance tax planning, capital gains tax mitigation, residence and domicile issues, succession planning, and trust and estate structuring.
• Act as the principal point of contact for key clients, building long-term relationships and providing commercially sound, technically robust advice.
• Supervise and review complex tax compliance work where necessary, ensuring integration with advisory outcomes.
• Lead client engagements involving HMRC negotiations, restructuring, and international tax planning.
• Develop and mentor a growing team of managers and junior staff, supporting technical development, client handling skills, and career progression.
• Take an active role in business development, helping to grow the practice through relationship management, referrals, proposals, and participation in strategic planning.
• Contribute to the leadership of the wider team and help drive innovation in private client service delivery.
• Stay ahead of regulatory and legislative changes, translating technical developments into practical, forward-thinking advice for clients.

Key Requirements:

• CTA qualified (or ACA/ACCA with extensive private client tax experience).
• Significant experience in private client tax at a managerial or senior managerial level within a professional services environment.
• Strong technical expertise in UK personal tax, with proven advisory experience across IHT, CGT, trusts, and international tax planning.
• Demonstrated ability to lead client relationships, manage complex advisory projects, and oversee high-performing teams.
• Commercially astute, with the confidence to contribute to practice development and future growth strategy.
• Excellent interpersonal, communication, and leadership skills.

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.