Your newpany
This is a leading UK accountancy and advisory firm with a strong presence in Cardiff. The firm provides audit, tax, and business advisory services to a diverse client base, focusing on delivering exceptional service and tailored solutions that help businesses thrive. As part of a wider national network, itbines local expertise with national resources, ensuring clients benefit from deep sector knowledge and innovative approaches. The Cardiff office is recognised for its collaborative culture,mitment to professional development, and dedication to excellence.
Your new role
1. Independent management of a small portfolio of key clients with moreplex tax affairs, liaison with clients and HMRC as may be required – from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings
2. Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance taxputations andplex tax queries
3. Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations.
4. Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of moreplex personal and trust tax returns, and inheritance tax returns for trusts. Use of the applicant’s knowledge and experience of working with individuals and families to offer tax advice to help them establish their personal plans and goals, where relevant advice in the following specialist areas by way of example:
Estate planning for business/property ownership
Retirement/succession planning
Tax implications of financial investments and investment products
Main residence planning
Use of trusts for tax planning
IHT/Estate tax planning generally
What you'll need to succeed
5. ATT (or HMRC equivalent) minimum
6. Ideally, CTA or STEP Qualified but will also consider QBE
7. At least 5 years post-qualification experience in tax in a private clientpliance/advisory role, ideally including some experience of family trust work
What you'll get in return
8. Up to £65,000
9. Flexi time and hybrid working
10. 25 days plus Bank Holidays
11. Free Parking