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- Tasks: Manage personal tax clients and provide expert advisory services.
- Company: Reputable independent firm of chartered accountants in South Wales.
- Benefits: Competitive salary, flexible working, and excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real impact on diverse client portfolios.
- Qualifications: Experience in UK accountancy practice and personal tax compliance required.
- Other info: Hybrid working available with a commitment to equality and inclusion.
The predicted salary is between 50000 - 75000 £ per year.
Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.
A well-established and highly reputable independent firm of chartered accountants is looking to add a Personal Tax Manager / Senior Manager to their expanding Tax team. The progressive firm has a strong regional presence and supports a varied client base ranging from entrepreneurs and privately owned businesses through to high net worth individuals and more complex private wealth structures. The firm is continuing to grow and offers excellent long‐term career prospects alongside flexible working.
Key responsibilities:- Take responsibility for a portfolio of personal tax clients, including HNW individuals, partnerships, medical professionals, and directors/shareholders of family‐run companies.
- Manage clients' personal tax compliance affairs, acting as the key day‐to‐day contact, and provide advisory work on both your portfolio and ad‐hoc technical matters.
- Support the wider development of the Personal Tax team, including the supervision and mentoring of Tax Assistants and Tax Seniors, working closely with senior colleagues across the department.
- Provide exposure to areas such as Inheritance Tax planning, trusts, estate planning, and residence/domicile matters, depending on experience.
The role can be offered on either a full‐time or part‐time basis, with hybrid working available.
Qualifications & Experience:- Demonstrable experience within a UK Accountancy Practice environment, with strong exposure to personal tax compliance and a desire to develop or continue building advisory expertise.
- Experience with IHT and trusts (both compliance and advisory) is highly beneficial, while experience dealing with non‐UK domiciled individuals and estate planning matters would be advantageous.
- Candidates will ideally be CTA Qualified, although those qualified by experience will also be considered.
- The firm is open to appointing at either Manager or Senior Manager level, depending on the successful candidate's experience.
My client is committed to equality, diversity, and inclusion, fostering an environment where all individuals are valued and encouraged to reach their full potential. The firm values technical excellence, integrity, enthusiasm, and collegiality, providing a workplace where professionals can thrive while delivering outstanding client service.
Contact & Application:For further information on this role please contact David Elliot at Clark Wood – david@clark-wood.co.uk | DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463. This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
New 2026: Personal Tax Manager South Wales £50,000 - £75,000 in London employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New 2026: Personal Tax Manager South Wales £50,000 - £75,000 in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've tackled personal tax compliance and advisory work. This is your moment to shine and show them why you're the perfect fit.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to match their culture and values. Research the company beforehand and align your skills and experiences with what they’re looking for in a Personal Tax Manager.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace New 2026: Personal Tax Manager South Wales £50,000 - £75,000 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience in personal tax compliance and advisory work, especially with high net worth individuals and trusts. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for personal tax and how you can contribute to our growing team. Keep it engaging and professional!
Showcase Your Qualifications: If you're CTA qualified or have relevant experience, make sure to highlight that in your application. We value technical excellence, so don’t shy away from showcasing your qualifications and any specific expertise in areas like IHT and estate planning.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory work. Familiarise yourself with topics like Inheritance Tax planning and trusts, as these are key areas for the role. Being able to discuss your experience confidently will show that you're ready to take on the responsibilities.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client portfolios in the past. Highlight your ability to act as a key contact for clients and how you've handled complex tax matters. This will demonstrate your capability to manage the diverse client base they have.
✨Emphasise Team Leadership
Since the role involves mentoring Tax Assistants and Seniors, be ready to talk about your leadership experience. Share specific instances where you've supported team development or improved processes, showing that you can contribute to the growth of the Personal Tax team.
✨Align with Their Values
Research the firm's commitment to equality, diversity, and inclusion. Be prepared to discuss how you embody these values in your work. Showing that you align with their culture will make you a more attractive candidate.
