Personal Tax Manager

Overview

Tax Manager Your new company:
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, it combines local expertise with national resources, ensuring clients benefit from deep sector knowledge and innovative approaches.

The Cardiff office is recognised for its collaborative culture, commitment to professional development, and dedication to excellence.

• Independent management of a small portfolio of key clients with more complex 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.
• Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries.
• Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations.
• Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts.
• Use of 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 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.

• ATT (or HMRC equivalent) minimum;
  Ideally CTA or STEP Qualified but will also consider QBE.
• At least 5 years post-qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work.

• Up to £65,000
• Flexi time and hybrid working
• 25 days plus Bank Holidays
• Free Parking

If you re interested in this role, click  apply now  to forward an up-to-date copy of your CV, or call us now. If this job isn t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.