Tax Associate Director

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

Job summary

Insite Finance in Cardiff is seeking a Tax Associate Director to become the senior number two within a growing tax team where client relationships matter every bit as much as technical ability.

You will work closely with the Tax Director, oversee a mix of personal and corporate tax work, and review complex advisory and compliance matters while managing workflow and supporting managers and junior advisers. The role offers a strong route toward Director as the firm expands.

Qualifications

• Broader experience in tax beyond a purely corporate focus.
• Strong client relationship management skills.
• Proven ability to oversee 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 junior advisers.
• Attending regular client meetings and identifying advisory opportunities.
• Collaborating 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.