Tax Manager (Private Client)

Are you a Tax Manger seeking a Private Client Advisory role, where you will be adding real value to your SME clients?

An established Cardiff based accountancy practice is looking to appoint a Private Client Manager / Senior Manager to join their established private client services team. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.

You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services.

To be considered for this opportunity you do need to have gained your ATT and / or CTA professional qualifications. It would be highly advantageous if you have gained experience with non-domiciled clients and international tax matters.

Exceptional communication skills are paramount to this position, coupled with strong technical knowledge of UK tax legislation, especially regarding;HNWIs, trusts, and IHT / CGT planning.

This is a great opportunity to really focus on Private Client advisory work and provide an exemplary service to your clients.

Private Client Manager / Senior Manger duties and responsibilities;