Private Client Tax Assistant Manager
other jobs Insite Public Practice Recruitment Limited
Added before 7 Days
- Wales,Cardiff
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Full job descriptionJob Title: Personal Tax Assistant Manager
Location: Cardiff, Wales - hybrid working module!
Salary: £35,000 - £50,000 (dependent on experience)
The Role:
I am seeking an experienced personal tax professional to take a leading role within a growing private client tax function. This position offers the chance to guide a high-performing team, oversee the delivery of personal tax compliance work, and help shape a modern, technology-driven approach to client service. Working closely with colleagues across the business, you will play a key role in maintaining exceptional standards while supporting process improvements, digital efficiencies, and strong client relationships.
Key Responsibilities:
*Provide leadership, coaching, and day-to-day support to members of the personal tax team, encouraging development and high performance.
*Oversee the preparation and review of personal tax returns and related computations to ensure accuracy, consistency, and compliance with current UK tax legislation.
*Track team output and service standards, identifying opportunities to improve efficiency, quality, and turnaround times.
*Handle more complex client matters and support the resolution of technical queries or escalated issues.
*Build strong relationships with clients by delivering clear, practical, and commercially focused advice.
*Work collaboratively with other departments to identify additional advisory opportunities and contribute to wider business development initiatives.
*Ensure all work is completed in line with internal risk procedures, regulatory requirements, and professional standards.
*Support the continued adoption of digital tools, automation, and smarter ways of working within the tax team.
About You:
*Professionally qualified in tax or accountancy, or qualified through relevant practical experience (ATT, CTA, ACA, ACCA, CA or equivalent).
*Strong technical understanding of UK personal tax compliance and associated professional standards.
*Comfortable mentoring, coaching, and developing junior team members.
*Able to communicate technical matters clearly to both colleagues and clients.
*Commercially aware, with the confidence to assist with proposals, fee discussions, and new work opportunities.
*Organised, detail-focused, and capable of managing multiple priorities in a client-facing environment.
Location: Cardiff, Wales - hybrid working module!
Salary: £35,000 - £50,000 (dependent on experience)
The Role:
I am seeking an experienced personal tax professional to take a leading role within a growing private client tax function. This position offers the chance to guide a high-performing team, oversee the delivery of personal tax compliance work, and help shape a modern, technology-driven approach to client service. Working closely with colleagues across the business, you will play a key role in maintaining exceptional standards while supporting process improvements, digital efficiencies, and strong client relationships.
Key Responsibilities:
*Provide leadership, coaching, and day-to-day support to members of the personal tax team, encouraging development and high performance.
*Oversee the preparation and review of personal tax returns and related computations to ensure accuracy, consistency, and compliance with current UK tax legislation.
*Track team output and service standards, identifying opportunities to improve efficiency, quality, and turnaround times.
*Handle more complex client matters and support the resolution of technical queries or escalated issues.
*Build strong relationships with clients by delivering clear, practical, and commercially focused advice.
*Work collaboratively with other departments to identify additional advisory opportunities and contribute to wider business development initiatives.
*Ensure all work is completed in line with internal risk procedures, regulatory requirements, and professional standards.
*Support the continued adoption of digital tools, automation, and smarter ways of working within the tax team.
About You:
*Professionally qualified in tax or accountancy, or qualified through relevant practical experience (ATT, CTA, ACA, ACCA, CA or equivalent).
*Strong technical understanding of UK personal tax compliance and associated professional standards.
*Comfortable mentoring, coaching, and developing junior team members.
*Able to communicate technical matters clearly to both colleagues and clients.
*Commercially aware, with the confidence to assist with proposals, fee discussions, and new work opportunities.
*Organised, detail-focused, and capable of managing multiple priorities in a client-facing environment.
Job number 3750669
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Company Details:
Insite Public Practice Recruitment Limited
We are the UK’s and US acknowledged market leading Financial and Accountancy Consultancy; with the largest team of experienced Consultants and S...