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 lead a growing tax team, working closely with the Tax Director to manage key clients and oversee the workflow across the department.

The client base includes business owners, entrepreneurs, families and privately owned companies, so the work spans personal and corporate tax with broad advisory opportunities. CTA would be relevant; ACA/ACCA considered.

Qualifications

• Substantial experience within a UK accountancy practice.
• CTA would be particularly relevant; ACA/ACCA also considered.

Responsibilities

• 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.

Skills

Portfolio management

Personal tax

Corporation tax

Advisory skills

Team leadership

Relationship building

UK tax

Tax research

Education

CTA

ACA/ACCA

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.

Your remit

Senior Private Client Tax Manager

£75,000-£88,000 Cardiff

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.

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.