1. Manage and grow a portfolio of diverse private client & personal tax clients
2. Collaborate with a range of experts from across the tax specialism
About Our Client
This accountancy firm operates as part of a wider national group, offering comprehensive tax and advisory services to regional, national and international clients. The organisation is well-established and known for its expertise in delivering tailored solutions to its clients. With the comprehensive resources of a national organisation and the approach of a trusted & personal local practice, our client can demonstrate an effective combination of both aspects of the accountancy market.
Job Description
3. Provide expert guidance on personal tax matters to clients across various sectors.
4. Oversee the preparation and review of personal tax returns.
5. Identify tax planning opportunities and implement strategies to benefit clients.
6. Manage client relationships, ensuring high levels of satisfaction and trust.
7. Support the tax team with complex queries and technical training.
8. Ensure compliance with all relevant tax regulations and deadlines.
9. Collaborate with other departments to offer integrated service solutions.
10. Lead projects related to personal tax advisory and compliance.
The Successful Applicant
A successful Personal Tax Senior Manager should have:
11. Professional qualifications such as CTA, ATT, or equivalent.
12. Strong technical knowledge of UK personal tax regulations.
13. Experience in managing a portfolio of personal tax clients.
14. Excellent communication and client relationship management skills.
15. The ability to handle complex tax planning and compliance matters effectively.
16. A proactive and solutions-focused approach to challenges.
What's on Offer
17. A competitive salary in the range of £58,000 to £69,000, depending on experience.
18. Permanent role in a respected accountancy firm in Cardiff.
19. Opportunities for career growth and development within the tax department.
20. Comprehensive benefits package (details to be confirmed).
21. A supportive and collaborative team environment.
If you are looking for a new challenge as a Personal Tax Senior Manager in accountancy practice, apply today to take the next step in your career.