Senior Personal Tax Director

Insite Public Practice Recruitment Limited; Cardiff; On-site; GBP 100,000 - 120,000; Full time

Job summary

Insite Public Practice Recruitment Limited is seeking a Senior Personal Tax Director to join a Cardiff-based team. The role offers £100,000-£120,000 and strong leadership opportunities within an established, profitable practice.

You will lead relationships with business owners and private clients, shape tax strategy, and drive growth while mentoring the tax team. A commercial mindset and UK practice experience are essential.

Qualifications

• CTA/ACA/ACCA qualification required or expected.
• Strong client relationship and leadership skills.
• Proven experience in personal and corporate tax advisory and planning.

Responsibilities

• Lead significant relationships with business owners, entrepreneurs and private clients.
• Provide senior input across personal and corporate tax matters.
• Lead complex advisory and planning assignments.
• Develop opportunities across the firm's client base.
• Build referral relationships and generate new fee income.
• Work with leadership on growth strategy.
• Support and develop Managers and Senior Managers.
• Improve workflow and create capacity in the tax team.
• Remain personally involved with key clients.
• Help shape the future direction of the tax offering.

Skills

Leadership

Client management

Tax advisory

Business development

Education

CTA/ACA/ACCA qualification

Job description

Senior Personal Tax Director

£100,000-£120,000
There is already a successful tax business here. The opportunity is to help make it considerably bigger.
A highly profitable independent accountancy firm is looking for a Tax Director to join its senior leadership team during a significant period of investment and growth.
The firm has a strong existing client base, excellent retention and an established reputation with privately owned businesses and the people behind them. It now wants another senior tax professional capable of combining technical judgement, client leadership and commercial development.
The position is based in Cardiff and offers considerably more influence than simply taking responsibility for another large portfolio.

What you'll be responsible for

• Leading significant relationships with business owners, entrepreneurs and private clients
• Providing senior input across personal and corporate tax matters
• Leading complex advisory and planning assignments
• Developing opportunities across the firm's established client base
• Building referral relationships and generating new fee income
• Working alongside the existing leadership team on growth strategy
• Supporting and developing Managers and Senior Managers
• Improving workflow and creating greater capacity across the tax team
• Remaining personally involved with key clients
• Helping shape the future direction of the tax offering

The Senior Personal Tax Director will need a strong track record within UK accountancy practice and enough breadth to advise across the affairs of owner-managed businesses and their shareholders.
Commercial capability matters at this level.
You don't need to arrive with a suitcase containing £1m of portable fees, assuming such suitcases exist, but you should understand how senior advisers build networks, win work and turn trusted relationships into sustainable revenue.
CTA, ACA or ACCA qualification would be expected in most cases, alongside experience operating at Senior Manager, Associate Director or Director level.

A business with something to build on

This is not a turnaround.
The firm is already performing strongly and has attracted significant investment to support its next stage of development. Many employees have remained with the business for more than a decade, giving it a stable foundation beneath the growth plans.
The Senior Personal Tax Director will join a leadership group where senior people remain close to clients and decisions can be made without navigating several layers of national bureaucracy.
The face-to-face model is central to the firm's approach in Cardiff. It won't suit everybody, but for someone who enjoys building genuinely close client relationships, it is one of the clearest points of difference.

What's on offer

• £100,000-£120,000 depending on experience and commercial track record
• Significant autonomy
• Established and profitable portfolio
• Direct influence over future growth
• Opportunity to build and develop the tax team
• Strong existing flow of work from the wider accountancy client base
• Investment behind continued expansion
• Long-serving, experienced team
• Visible progression within the wider leadership structure

For an ambitious Senior Personal Tax Director who wants to build something rather than simply inherit a bigger job title, this is a rare opportunity to join one of the strongest-performing independent firms in Cardiff at an important stage of its growth.