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For Companies At a Glance
- 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 focus on equality and inclusion.
The predicted salary is between 42000 - 63000 £ 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.
About the role
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.
Culture & Values
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 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
✨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! Talk about your experience with personal tax compliance and any advisory work you've done. Make sure they see how you can add value to their team.
✨Tailor Your Approach
Every firm is different, so do your homework! Understand the specific needs of the firm you're applying to and tailor your conversations to show how your skills align with their goals, especially in areas like IHT and trusts.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at getting noticed! We’re always on the lookout for talented individuals who fit the bill, so make sure your application stands out.
We think you need these skills to ace New 2026: Personal Tax Manager South Wales £50,000 - £75,000
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 passionate about this role and how your background fits with our firm's values. We love seeing enthusiasm and a personal touch, so don’t hold back!
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have in a UK accountancy practice. Mention specific projects or clients you've worked with that relate to personal tax compliance and advisory services. We’re keen to see what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy – just a few clicks and you’re done!
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, especially with high net worth individuals or complex private wealth structures. Highlight your ability to be the main point of contact and how you've successfully navigated client relationships.
✨Demonstrate Leadership Potential
Since the role involves mentoring Tax Assistants and Seniors, think about times when you've led a team or supported colleagues. Share specific instances where you've contributed to team development or improved processes, as this will resonate well with the firm's values.
✨Embrace the Firm's Culture
Research the firm’s commitment to equality, diversity, and inclusion. Be prepared to discuss how you align with these values and how you can contribute to a positive workplace culture. Showing that you fit into their ethos can set you apart from other candidates.
