Job type
PermanentLocation
CardiffWorking Pattern
Full-timeSpecialism
Corporate TaxIndustry
Accountancy FirmsPay
Up to £69,000
Join a regional advisory team across the South West and Wales
Your new company
You will be joining a state-of-the-art office facility that has a créche and local gym available in the business park.
This is a key advisory role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.
Your new role
- Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
- Oversee the preparation and review of complex self-assessment tax returns.
- Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
- Liaise directly with clients, HMRC, and other professional advisers.
- Lead and mentor junior team members, providing training and performance feedback.
- Ensure work is completed to high technical and ethical standards, on time and within budget.
- Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
- Keep up-to-date with changes in legislation and industry trends affecting private clients.
What you'll need to succeed
CTA qualified (or ACA/ACCA with strong tax experience).
Proven experience in private client tax in a professional services environment.
Strong technical knowledge of UK personal tax legislation, especially regarding HNWIs, trusts, and IHT/CGT planning.
Excellent communication skills and client service orientation.
Ability to manage a team and juggle multiple priorities effectively.
What you'll get in return
Company Pension Scheme
Life Assurance x4 annual salary
Enhanced family leave policies
Enhanced Company Sick Pay
Corporate Discounts Platform
Hybrid and Flexible Working
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.