Personal Tax Manager - Cardiff

Personal Tax Manager - Cardiff

Full-Time 39000 - 52000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage your own client portfolio and oversee junior team members.
  • Company: Join Clark Wood, a leading recruitment consultancy in the accountancy and tax sectors.
  • Benefits: Enjoy a competitive salary and the chance to work with prestigious clients.
  • Why this job: Be part of a forward-thinking firm with excellent responsibility and autonomy.
  • Qualifications: ATT or CTA qualified with 5+ years of personal tax experience required.
  • Other info: Opportunities for networking and professional development are available.

The predicted salary is between 39000 - 52000 £ per year.

Personal Tax Manager – Cardiff

Clark Wood are currently working with a leading, fast‑growing and highly reputable accountancy practice in South Wales who are seeking an experienced and driven Personal Tax Manager to join their successful and expanding Private Client Tax team.

This forward‑thinking firm has built a strong reputation for providing high‑quality advisory and compliance services to a broad range of private clients, including high‑net‑worth individuals, business owners, directors, and families with complex tax affairs. With a modern structure, a supportive culture, and a strong commitment to work‑life balance and professional development, they offer an excellent platform for an ambitious tax professional seeking genuine progression.

In this role, you will take ownership of a substantial and diverse personal tax portfolio, overseeing the delivery of compliance work and providing high‑level technical advice on a range of complex matters. You will review detailed personal tax returns, manage client relationships, identify advisory opportunities, and ensure projects are delivered on time, within budget, and to the firm’s exceptional quality standards. You will contribute to business development activities, attend networking events, prepare proposals, and support fee‑winning initiatives.

You will play a key leadership role within the team, supervising and mentoring junior staff, overseeing workflow planning, contributing to departmental training, and supporting the wider management group with elements of people management such as recruitment, holiday approvals, and performance monitoring. You will be a trusted adviser to clients while actively helping to drive efficiencies, championing new technologies, and supporting continuous process improvements across the department.

The ideal candidate will be ATT/CTA or ACA/ACCA qualified (or qualified by experience) with significant experience in personal tax within a practice environment. You will possess strong technical knowledge, excellent communication and relationship‑building skills, sound commercial awareness, and the ability to make informed decisions within your remit. You should be highly organised, detail‑focused, and able to manage a large and varied workload while supporting the development of your team.

This is an outstanding opportunity for a motivated Personal Tax Manager to join a progressive firm offering hybrid working, flexible hours, generous family‑friendly policies, comprehensive health and wellbeing support, strong financial protection benefits, and a wide range of lifestyle perks.

For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email eleanor@clark-wood.co.uk.

We also offer a £500 referral bonus for any successful introductions.

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Personal Tax Manager - Cardiff employer: Clark Wood - Tax Recruitment

Clark Wood is an exceptional employer, offering a dynamic work environment in Cardiff that fosters professional growth and development. As a Personal Tax Manager, you will enjoy a competitive salary, the opportunity to manage your own client portfolio, and the chance to mentor junior team members, all while being part of a forward-thinking firm that values innovation and collaboration.
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Contact Detail:

Clark Wood - Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Manager - Cardiff

✨Tip Number 1

Network with professionals in the accountancy and tax sectors, especially those who work in or have connections to Cardiff. Attend local industry events or seminars to meet potential colleagues and employers, as personal connections can often lead to job opportunities.

✨Tip Number 2

Stay updated on the latest tax regulations and changes in legislation that may affect personal tax management. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.

✨Tip Number 3

Consider reaching out to current employees at the firm you’re applying to. They can provide insights into the company culture and expectations, which can help you tailor your approach and show genuine interest in the position.

✨Tip Number 4

Prepare for potential interviews by practising common questions related to personal tax management and team leadership. Highlight your experience in managing client portfolios and mentoring junior staff, as these are key aspects of the Personal Tax Manager role.

We think you need these skills to ace Personal Tax Manager - Cardiff

ATT or CTA Qualification
Strong Personal Tax Experience
Client Portfolio Management
Self-Assessment Tax Returns
Advisory Skills
Team Leadership
Supervision and Training
Tax Compliance Knowledge
Excellent Communication Skills
Networking Abilities
Cross-Selling Opportunities Identification
Technical Knowledge Maintenance
Time Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax, particularly any roles where you've managed client portfolios or supervised junior staff. Use specific examples to demonstrate your skills and achievements.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working with Clark Wood and how your background aligns with their needs.

Highlight Relevant Qualifications: Clearly state your ATT or CTA qualifications in your application. If you have additional certifications or training related to personal tax, be sure to include those as well.

Showcase Leadership Skills: Since the role involves managing junior team members, emphasise any previous leadership or mentoring experiences. Provide examples of how you've supported and developed others in your past roles.

How to prepare for a job interview at Clark Wood - Tax Recruitment

✨Know Your Tax Regulations

Make sure you're up to date with the latest personal tax regulations and practices. Being able to discuss recent changes or trends in tax law will show your expertise and commitment to the field.

✨Demonstrate Leadership Skills

As a Personal Tax Manager, you'll be overseeing junior staff. Be prepared to share examples of how you've successfully managed teams or mentored colleagues in the past. This will highlight your leadership capabilities.

✨Prepare for Technical Questions

Expect technical questions related to personal tax returns and advisory work. Brush up on complex scenarios you might face in the role, and be ready to explain your thought process and solutions clearly.

✨Showcase Client Management Experience

Since you'll be managing your own client portfolio, be ready to discuss your experience with client relationships. Share specific examples of how you've built rapport and handled challenging situations with clients.

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