Personal Tax Manager / Senior Manager South Wales (Hybrid)
Circa £50,000 - £75,000 (Dependent on Experience)
We are looking to add a Personal Tax Manager / Senior Manager to our expanding Tax team. The firm is a well‑established independent chartered accountancy firm with a strong regional presence, supporting a varied client base ranging from entrepreneurs and privately owned businesses to high net worth individuals and complex private wealth structures.
Role Overview
As a Personal Tax Manager / Senior Manager, you will take responsibility for a portfolio of personal tax clients including HNW individuals, partnerships, medical professionals, and directors/shareholders of family‑run companies. The role combines compliance‑led client management with varied advisory exposure, including Inheritance Tax planning, trusts, estate planning and residence/domicile matters, depending on experience.
Key Responsibilities
* Manage clients’ personal tax compliance affairs, acting as the key day‑to‑day contact.
* Provide advisory work on both your portfolio and ad‑hoc technical matters.
* Support the wider development of the Personal Tax team, including supervision and mentoring of Tax Assistants and Tax Seniors.
* Work closely with senior colleagues across the department.
Benefits & Working Arrangements
* Full‑time or part‑time basis, with hybrid working available.
* Opportunities for progression and long‑term career prospects.
* Flexible working arrangements.
Qualifications & Experience
* Demonstrable experience within a UK accountancy practice environment.
* Strong exposure to personal tax compliance and a desire to develop or continue building advisory expertise.
* Experience with IHT and trusts (both compliance and advisory) is highly beneficial.
* Experience dealing with non‑UK domiciled individuals and estate planning matters would be advantageous.
* Ideally CTA qualified; qualified by experience also considered.
Culture & Values
The firm is committed to equality, diversity and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm and collegiality.
Contact
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
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