Tax Associate Director

Insite Finance; Cardiff; On-site; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Route to Director

Profitable and expanding firm

Significant growth investment

Established client network

Job summary

Insite Finance in Cardiff is seeking a Tax Associate Director to lead a growing tax team, manage senior owner-managed client relationships, and oversee both personal and corporate tax work.

Reporting to the Tax Director, you will help develop managers and junior advisers, drive advisory and compliance delivery, and play a central role in the firm's continued growth and client service.

Qualifications

• Experience in personal, private client or mixed tax within accountancy.
• Ability to manage senior relationships and lead a tax team.
• Proven capability to review complex advisory and compliance matters.

Responsibilities

• Managing senior relationships with owner-managed businesses and private clients
• Overseeing a mix of personal and corporate tax work
• Reviewing complex advisory and compliance matters
• Managing workflow across the tax team
• Supporting and developing managers and more junior advisers
• Attending regular face-to-face meetings with clients
• Identifying opportunities for additional advisory work
• Supporting new business and referral activity
• Working with the Tax Director on service line development

Job description

Cardiff £90,000-£110,000
This is an opportunity to become the senior number two within a growing tax team where client relationships matter every bit as much as technical ability.
The firm is a highly profitable independent accountancy business with a loyal client base, strong staff retention and meaningful investment behind its next stage of growth.
Its tax work covers both business owners and their companies, meaning advisers are able to look at the client’s wider position rather than treating personal and corporate matters as completely separate worlds.
As Tax Associate Director, you would work closely with the existing Tax Director while taking greater responsibility for the team, workflow and day-to-day client relationships.

Your remit

• Managing senior relationships with owner-managed business and private clients
• Overseeing a mixture of personal and corporate tax work
• Reviewing complex advisory and compliance matters
• Managing workflow across the tax team
• Supporting and developing managers and more junior advisers
• Attending regular face-to-face meetings with clients
• Identifying opportunities for additional advisory work
• Supporting new business and referral activity
• Working alongside the Tax Director on the continued development of the service line

The Tax Associate Director does not need to be equally specialist in every area, but the firm is looking for broader experience than a purely corporate tax career would normally provide.
A personal tax, private client or mixed tax background within accountancy is therefore likely to be particularly relevant.
Clients in Cardiff expect visible senior advisers and genuine continuity of relationship. The successful individual will enjoy that environment and be comfortable becoming somebody clients actively ask for.

What you’re joining

This is already one of the strongest-performing firms in the Cardiff market, with an established accountancy client base feeding naturally into tax advisory work.
Many employees have remained with the business for more than a decade, and progression into senior leadership is actively encouraged.

Package

• £90,000-£110,000
• Strong route towards Director
• Highly profitable and expanding firm
• Significant investment into continued growth
• Mixed and private client tax exposure
• Direct relationship with the Tax Director
• Established clients and referral network

For a Tax Associate Director looking for greater visibility, influence and progression, this offers an unusually rounded opportunity.