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Private client tax manager

Cardiff
Insite Public Practice Recruitment Limited
Tax manager
Posted: 21 May
Offer description

Job Description

Private Client Tax Manager - Join The Growing Cardiff Team.

Advisory. Collaboration. Growth. This is your next career move!

Job Title: Private Client Tax Manager

Location: Cardiff Office, CF10

Salary: Up to £60,000!

About Them:

This business is best known for being a Top 25 Accountancy firm delivering traditional accounting services combined with strategic commercial thinking. Their services include outsourcing, corporate finance, audit & compliance, business recovery and forensic accounting, along with specialist sector expertise. They work with individuals, business owners and enterprises across multiple sectors, helping them solve problems and unlock opportunities.

My client are not just delivering tax compliance - they're building trusted relationships and delivering high-value advice. I am currently looking for a Private Client Tax Manager to join their Cardiff office and play a key role supporting the senior private client team across multiple offices, while also building your own portfolio and presence locally.

This is an ideal opportunity for someone who enjoys collaborative advisory work, wants to get involved in interesting client cases, and is ready to grow with a forward-thinking firm.

Your Role at a Glance:

* Work closely with the senior private client specialists across offices, supporting them with compliance and advisory cases
* Join client meetings, provide follow-up support, and become a trusted point of contact
* Build and manage your own portfolio of private clients over time
* Review tax returns prepared by junior team members, ensuring quality and development
* Identify advisory opportunities within the existing Cardiff client base and help shape solutions
* Support the Cardiff partner group with both compliance and advisory needs
* Contribute to team development, working collaboratively across all levels
* Travel occasionally to other offices or client sites (with notice)

What You'll Bring:

* ATT and CTA qualified
* Strong technical tax knowledge and experience managing compliance portfolios
* Demonstrable experience supporting advisory projects, ideally within a team setting
* Confident communication skills - comfortable supporting senior colleagues and clients alike
* A collaborative mindset with a focus on team delivery, not individual siloed work
* Ability to self-manage, prioritise, and contribute proactively with a solutions-led approach
* Experience reviewing complex tax returns and mentoring junior staff

What You'll Receive in Return:

* A unique opportunity to grow your advisory experience while building a portfolio
* A collaborative and people-first culture
* Regular interaction with senior leadership and clients
* Hybrid and flexible working options
* Access to challenging and rewarding work across tax compliance and advisory
* Career development and progression support from a national firm with a local feel

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