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Are you a Tax Manager seeking a Private Client Advisory role, where you will be adding real value to your SME clients?
An established Cardiff-based accountancy practice is looking to appoint a Private Client Manager / Senior Manager to join their private client services team. This is a key role with scope to influence client relationships, develop team members, and contribute to the firm's strategic goals.
You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services.
To be considered, you need to have gained your ATT and/or CTA professional qualifications. Experience with non-domiciled clients and international tax matters would be highly advantageous.
Exceptional communication skills are essential, coupled with strong technical knowledge of UK tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
This role offers an excellent opportunity to focus on Private Client advisory work and provide exemplary service to your clients.
Private Client Manager / Senior Manager duties and responsibilities
* Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
* Oversee the preparation and review of complex self-assessment tax returns.
* Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
* Estate tax experience is desirable.
* Manage and develop junior members of the tax team.
* Organize workload within an established Tax Department and liaise with other department managers to meet client and business needs.
* Engage with new clients within department and business parameters.
* Work on improving and evolving the department.
* Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
What is in it for you?
* Convenient office location with ample parking.
* Hybrid working model.
* 25 days annual leave plus bank holidays, with the option to buy up to 5 additional days.
* Company pension scheme.
* Life Assurance.
* Enhanced family leave policies.
* Corporate Discounts platform.
* Flexible benefits platform.
Working hours: Monday-Friday, 37.5 hours per week.
Hybrid working is available.
Excellent company benefits and career progression opportunities.
If this role isn't suitable but you know someone who might be interested, we offer a referral incentive scheme.
Bowen Eldridge Recruitment is acting as an Accountancy Practice Recruitment Agency on behalf of the client to fill this vacancy.
Job code: JBRP1_UKTJ
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