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Private client tax assistant manager

Cardiff
Insite Group
Assistant manager
€50,000 a year
Posted: 18 May
Offer description

Job Title: Personal Tax Assistant Manager

Location: Cardiff, Wales - hybrid working module!


The Role:

I am seeking an experienced personal tax professional to take a leading role within a growing private client tax function. This position offers the chance to guide a high-performing team, oversee the delivery of personal tax compliance work, and help shape a modern, technology-driven approach to client service. Working closely with colleagues across the business, you will play a key role in maintaining exceptional standards while supporting process improvements, digital efficiencies, and strong client relationships.


Key Responsibilities:

* Provide leadership, coaching, and day-to-day support to members of the personal tax team, encouraging development and high performance.
* Oversee the preparation and review of personal tax returns and related computations to ensure accuracy, consistency, and compliance with current UK tax legislation.
* Track team output and service standards, identifying opportunities to improve efficiency, quality, and turnaround times.
* Handle more complex client matters and support the resolution of technical queries or escalated issues.
* Build strong relationships with clients by delivering clear, practical, and commercially focused advice.
* Work collaboratively with other departments to identify additional advisory opportunities and contribute to wider business development initiatives.
* Ensure all work is completed in line with internal risk procedures, regulatory requirements, and professional standards.
* Support the continued adoption of digital tools, automation, and smarter ways of working within the tax team.


About You:

* Professionally qualified in tax or accountancy, or qualified through relevant practical experience (ATT, CTA, ACA, ACCA, CA or equivalent).
* Strong technical understanding of UK personal tax compliance and associated professional standards.
* Comfortable mentoring, coaching, and developing junior team members.
* Able to communicate technical matters clearly to both colleagues and clients.
* Commercially aware, with the confidence to assist with proposals, fee discussions, and new work opportunities.
* Organised, detail-focused, and capable of managing multiple priorities in a client‑facing environment.
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