Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-profile private clients and provide tailored tax advice.
- Company: Join a dynamic firm focused on innovative tax solutions for high-net-worth individuals.
- Benefits: Enjoy clear progression opportunities, mentorship, and a supportive work culture.
- Why this job: Gain valuable advisory experience while building lasting client relationships in a collaborative environment.
- Qualifications: CTA qualified or ACA/ACCA with significant tax advisory experience required.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Are you looking to take the next step in your private client tax career with a role that offers meaningful advisory exposure and clear progression opportunities? This position offers direct access to high-profile clients, where you will play a key role in shaping complex tax strategies and advising on issues ranging from inheritance tax to international residency planning. With a strong advisory bias, this role is ideal for a tax professional seeking to deepen client relationships and gain experience that supports advancement to senior leadership.
Key Responsibilities:
- Take ownership of a dynamic portfolio of private clients, including high-net-worth individuals, entrepreneurs, partnerships, and trusts, with a strong emphasis on bespoke advisory work.
- Deliver proactive, strategic tax advice covering inheritance tax planning, capital gains tax mitigation, non-domicile and residency matters, trust structuring, and succession planning.
- Act as a trusted adviser, building long-term relationships through direct client interaction and high-quality, tailored solutions.
- Collaborate closely with HMRC and other professional advisers to manage complex tax issues and negotiate on clients' behalf.
- Review and oversee the preparation of complex self-assessment tax returns, ensuring they align with broader advisory strategies.
- Mentor and guide junior team members, fostering technical development and client-facing confidence.
- Maintain high standards of technical and ethical compliance, managing deadlines and budgets efficiently.
- Support business development through advisory-led conversations, identifying client needs and opportunities, contributing to proposals, and representing the firm at networking events.
- Stay informed on evolving legislation and trends to anticipate client impact and shape advisory strategies accordingly.
Key Requirements:
- CTA qualified (or ACA/ACCA with significant tax advisory experience).
- Demonstrated expertise in private client tax with a strong advisory track record, ideally from a professional services background.
- In-depth technical knowledge of UK personal tax, particularly for HNWIs, trusts, IHT, and CGT.
- Exceptional interpersonal and communication skills, with a consultative, client-first approach.
- Proven ability to manage multiple advisory projects and mentor junior staff effectively.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Manager - Cardiff employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Cardiff
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meet-ups to connect with potential colleagues and clients. Building relationships can lead to valuable insights and opportunities.
✨Tip Number 2
Stay updated on the latest tax legislation and trends that affect high-net-worth individuals. This knowledge will not only enhance your advisory skills but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider seeking mentorship from experienced tax professionals. They can provide guidance on navigating complex tax issues and help you develop the necessary skills to excel in an advisory-focused role.
✨Tip Number 4
Prepare to discuss specific case studies or examples of your previous advisory work during interviews. Highlighting your experience with inheritance tax planning or trust structuring will showcase your expertise and suitability for the role.
We think you need these skills to ace Private Client Tax Manager - Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax and advisory roles. Emphasise your qualifications, such as CTA, ACA, or ACCA, and detail specific projects where you've provided strategic tax advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for advisory work and your ability to build client relationships. Mention specific examples of how you've successfully managed complex tax issues and contributed to business development.
Highlight Relevant Skills: In your application, focus on key skills such as interpersonal communication, project management, and mentoring junior staff. These are crucial for the role and should be evident in your written materials.
Showcase Continuous Learning: Demonstrate your commitment to staying updated on tax legislation and trends. Mention any relevant courses, seminars, or professional development activities that enhance your expertise in private client tax.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Advisory Skills
Since this role has a strong advisory focus, be prepared to discuss your previous experiences in providing strategic tax advice. Highlight specific examples where you've successfully navigated complex tax issues for clients, particularly high-net-worth individuals.
✨Demonstrate Client Relationship Building
Emphasise your ability to build and maintain long-term client relationships. Share stories that illustrate how you've acted as a trusted adviser, showcasing your interpersonal skills and consultative approach.
✨Stay Updated on Tax Legislation
Make sure you're well-versed in the latest UK tax legislation and trends, especially those affecting private clients. Being able to discuss recent changes and their implications will demonstrate your commitment to staying informed and proactive in your advisory role.
✨Prepare for Technical Questions
Expect technical questions related to inheritance tax, capital gains tax, and trust structuring. Brush up on these topics and be ready to explain your thought process in tackling complex tax scenarios, as this will showcase your expertise and confidence.
