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A leading national advisory firm is looking to strengthen its Private Client function in Cardiff with the hire of an experienced Personal Tax Manager or Senior Manager. This role forms part of a dedicated South Wales hub and is being created to support continued growth and increasing client complexity. This is an ideal opportunity for either a Manager ready to step into Senior Manager-level leadership or a current Senior Manager seeking more autonomy, visibility, and progression.
Job Responsibility:
Manage a portfolio of HNWIs, business owners, and other private clients with complex tax needs
Lead client delivery and communication, ensuring technical excellence and commercial awareness
Review high-risk and complex personal tax returns and planning work
Mentor and develop junior team members, supporting their reviews and technical development
Oversee workflow and team capacity, ensuring efficient delegation and quality control
Actively contribute to business development and networking in the South Wales region
Stay up to date with technical and legislative changes, and lead internal updates and training
Requirements:
Significant personal tax experience within an accountancy or advisory firm
Strong review-level technical capability and client communication skills
Proven experience managing teams and overseeing complex compliance
ATT, CTA, ACA, ACCA or equivalent qualification (or qualified by experience)
Commercial mindset, with a collaborative and solutions-led approach
What we offer:
Opportunity to step into a Senior Manager role, or deepen impact as an established SM
Stable, growing client base with interesting and varied work
Regional autonomy with national support
Direct access to senior leadership and firm-wide visibility