Senior Tax Manager

Insite Finance; Cardiff; On-site; GBP 75,000 - 88,000; Full time

Job summary

Insite Finance in Cardiff is seeking a Senior Tax Manager to take senior ownership of a mixed personal and corporate portfolio within a growing, family-owned practice. You will work closely with the Tax Director, review complex tax work, and guide managers and seniors while maintaining strong client relationships.

This role offers high visibility with opportunities to influence across CGT, IHT, restructuring and owner-managed businesses, and a clear path toward Director as the team expands.

Qualifications

• Substantial experience in a UK accountancy practice.
• Experience handling both personal and corporate tax matters.
• CTA would be particularly relevant, ACA/ACCA or equivalent experience accepted.

Responsibilities

• Take senior ownership of a portfolio of business and individual clients.
• Review complex personal and corporation tax work.
• Lead advisory assignments across CGT, IHT, restructuring and owner-managed business matters.
• Manage workflow, deadlines and priorities across the tax team.
• Act as a technical sounding board for Managers and Seniors.
• Develop people and raise capability beneath you.
• Build relationships through regular face-to-face meetings.
• Collaborate with the Tax Director on technically involved clients.
• Identify opportunities to broaden existing relationships.
• Support new client and referral opportunities.

Skills

Tax leadership

Client management

Portfolio ownership

Advisory experience

Education

CTA

ACA/ACCA or equivalent

Job description

This role is less about receiving another portfolio and more about becoming genuinely important to the running of a growing tax team.

A successful family-owned accountancy firm is investing in its next layer of leadership and is looking for a Senior Tax Manager who can work closely with an experienced Tax Director, take responsibility for key clients and help manage the flow of work across the department.

The client base is predominantly business owners, entrepreneurs, families and privately owned companies, so the work naturally crosses personal and corporate tax rather than sitting inside one narrow technical area.

The firm is based in Cardiff and is already highly profitable, with the next phase of investment focused on building additional senior capacity without losing the culture and client relationships that have driven its growth.

Senior Tax Manager

£75,000-£88,000 Cardiff

Your remit

• Taking senior ownership of a portfolio of business and individual clients
• Reviewing complex personal and corporation tax work
• Leading advisory assignments across CGT, IHT, restructuring and owner-managed business matters
• Managing workflow, deadlines and priorities across the tax team
• Acting as a technical sounding board for Managers and Seniors
• Developing people and raising capability beneath you
• Building strong relationships through regular face-to-face meetings
• Working alongside the Tax Director on important or technically involved clients
• Identifying opportunities to broaden existing relationships
• Supporting selected new client and referral opportunities

The Senior Tax Manager should have substantial experience within a UK accountancy practice and enough breadth to understand both the individual and commercial sides of a client's position. Purely corporate tax backgrounds are unlikely to be the strongest fit. The portfolio needs somebody comfortable advising owners personally as well as dealing with their businesses. CTA would be particularly relevant, although ACA, ACCA or strong equivalent experience will also be considered.

Why this one is worth considering

The opportunity comes from growth rather than replacement. The firm has an unusually strong record of retaining its people, with numerous employees having developed careers of ten years or more. At the same time, continued investment means there is genuine room above rather than somebody telling you to be patient for the next six years. The Senior Tax Manager will become one of the most visible people within the Cardiff tax team and should have a credible route towards Director as responsibilities increase.

What's on offer

• £75,000-£88,000
• Genuine number-two style responsibility
• High-quality mixed-tax portfolio
• Increasing advisory and leadership exposure
• Strong internal progression
• Direct relationship with senior decision-makers
• Highly profitable and growing accountancy business
• A culture where strong performers are given greater responsibility and rewarded accordingly

This is firmly a relationship-led environment. Senior advisers are expected to know their clients, meet them regularly and be accessible when something important arises. For an experienced Senior Tax Manager who wants more influence without disappearing into the hierarchy of a much larger firm, this opportunity offers considerable scope.