Personal Tax Manager South Wales

• Location

  Cardiff

• Sector:

  Tax Compliance ,Personal Tax ,Private Client Tax

• Contract Type:

  Permanent

• Salary:

  Competitive

• Contact:

  David Elliot

• Contact email:

• Contact phone:

• Published:

  1 day ago

• Expiry date:

• Startdate:

  :00:00

• Consultant:

  David Elliot

Circum £50,000 - £75,000 (Dependent on Experience)

Public Practice recruitment specialists Clark Wood are working with a well-established and highly reputable independent firm of chartered accountants who are looking to add a Personal Tax Manager / Senior Manager to their expanding Tax team.

This progressive firm has a strong regional presence and supports a varied client base ranging from entrepreneurs and privately owned businesses through to high net worth individuals and more complex private wealth structures. The firm is continuing to grow and offers excellent long-term career prospects alongside flexible working.

As a Personal Tax Manager / Senior Manager
, you will take responsibility for a portfolio of personal tax clients including HNW individuals, partnerships, medical professionals, and directors/shareholders of family-run companies
. The role will be a combination of compliance‑led client management and varied advisory exposure.

You will manage clients’ personal tax compliance affairs, acting as the key day‑to‑day contact, and will be involved in advisory work on both your portfolio and on ad‑hoc technical matters. This will include exposure to areas such as Inheritance Tax planning, trusts, estate planning, and residence/domicile matters
, depending on experience.

You will also support the wider development of the Personal Tax team, including the supervision and mentoring of Tax Assistants and Tax Seniors, working closely with senior colleagues across the department.

The role can be offered on either a full‑time or part‑time basis
, with hybrid working available.

The firm are open to appointing at either Manager or Senior Manager level
, depending on the successful candidate’s experience.

The ideal candidate will have demonstrable experience within a UK Accountancy Practice environment, with strong exposure to personal tax compliance and a desire to develop or continue building advisory expertise.

Experience with
IHT and trusts (both compliance and advisory) is highly beneficial, while experience dealing with non‑UK domiciled individuals and estate planning matters would be advantageous.

Candidates will ideally be CTA Qualified
, although those qualified by experience will also be considered.

This is a fantastic opportunity to join a forward‑thinking and supportive firm where there is genuine scope for progression, high‑quality private client work, and flexible working.

My client is committed to equality, diversity, and inclusion
, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.

For further information on this role please contact David Elliot at Clark Wood –  / DD: | Mobile:

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.

If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Successfully "Refer a Friend" or colleague to us and receive a bonus of over £500 in vouchers.