Senior Mixed Tax Manager - Client-Focused Advisory Lead

Insite Finance; Cardiff; On-site; GBP 72,000 - 85,000; Full time

Job summary

Insite Finance in Cardiff is seeking a Mixed Tax Senior Manager to lead a varied portfolio of business owners, companies and private clients. You will work directly with an experienced Tax Director and become a senior contact across the portfolio.

This role blends technical tax work with client-facing advisory opportunities, weekly meetings, and developing junior advisers. It offers £72,000–£85,000 with clear progression and a supportive, long-standing team in a profitable regional firm.

Qualifications

• Breadth of mixed tax exposure across private clients and business owners.
• Experience delivering tax planning and advisory work for varied portfolios.

Responsibilities

• Managing a varied portfolio of business owners, companies and private clients
• Reviewing personal and corporate tax compliance
• Delivering tax planning and advisory work
• Meeting clients face to face and understanding their wider circumstances
• Managing workflow across junior members of the team
• Reviewing technical work and resolving more complex queries
• Supporting managers and developing junior advisers
• Spotting opportunities for further advisory work
• Contributing to new client relationships where appropriate

Skills

Mixed Tax Experience

Client relationships

Advisory services

People development

Job description

Insite Finance in Cardiff is seeking a Mixed Tax Senior Manager to lead a varied portfolio of business owners, companies and private clients. You will work directly with an experienced Tax Director and become a senior contact across the portfolio.

This role blends technical tax work with client-facing advisory opportunities, weekly meetings, and developing junior advisers. It offers £72,000–£85,000 with clear progression and a supportive, long-standing team in a profitable regional firm.