Personal Tax Manager – Cardiff
£55,000 – £75,000 | AI-Enabled Team | Top 100 Firm
This isn’t just another personal tax role.
Yes, you’ll manage a well-balanced portfolio of personal tax clients. Yes, you’ll deliver a mix of compliance and advisory work. But the real differentiator? You’ll be part of an AI-powered accounting team that’s actively redefining how tax is delivered.
This firm is investing heavily in technology and smart processes — not to replace people, but to empower them. You’ll work alongside other forward-thinking professionals using AI tools and automated workflows to work smarter, faster, and with more value to the client.
If you’re looking for a role where you can still do the tax work you enjoy — but in a team that’s embracing the future — this is it.
Why this role stands out
* Balanced portfolio – no high-pressure HNWI work, just solid, varied personal tax clients
* Modern tools – access to AI-led systems and tech-enabled workflows
* Supportive culture – no micromanagement, just collaboration and progression
What You’ll Be Doing
* Managing your own portfolio of general personal tax clients (broad base of individuals, directors, landlords, etc.)
* Reviewing tax returns and handling queries with care and clarity
* Utilising AI tools to streamline delivery and add value to client interactions
* Supporting and mentoring junior team members
* Ensuring compliance and deadlines are met with efficiency and accuracy
* Collaborating with the wider tax and tech teams on process improvements
What You’ll Bring
* CTA / ATT / ACA / ACCA qualified (or qualified by experience)
* Solid personal tax compliance background in practice
* Some exposure to advisory, or a clear interest in doing more
* Comfortable adopting new tools and working in a changing environment
* A collaborative, positive approach with strong client service skills
What’s On Offer
* £55,000 – £70,000 depending on experience
* 25 days holiday + birthday leave + buy/sell options
* Modern working environment and AI-led systems
* Genuine career progression and CPD support
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