Your new company

Your new role

• Work closely with our senior private client specialists across offices, supporting them with compliance and advisory cases.
• Join client meetings, provide follow-up support, and become a trusted point of contact.
• Build and manage your own portfolio of private clients over time.
• Review tax returns prepared by junior team members, ensuring quality and development.
• Identify advisory opportunities within the existing Cardiff client base and help shape solutions.
• Support the Cardiff partner group with both compliance and advisory needs.
• Contribute to team development, working collaboratively across all levels.

What you'll need to succeed

• CTA Qualified

• Private Client experience with a mix of compliacne and advisory

• Knowledge of OMB, Trusts and IHT

What you'll get in return

• Up to £65,000
• 25 days anual leave.
• Option to sell back up to 5 days or purchase up to 10 days of leave.
• Paid Sabatical leave
• Enhanced maternity leave
• Enhanced paternity leave.
• Flexible Working Scheme
• Dress to suit your day policy.
• Private Healthcare.
• 15% referral fees for client work
• Life Assurance 4x

What you need to do now

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.