Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a portfolio of clients, providing tailored tax advice and solutions.
- Company: Leading UK accountancy firm with a strong presence in Cardiff.
- Benefits: Up to £65,000 salary, flexible hours, hybrid working, and 25 days holiday.
- Why this job: Join a collaborative team and make a real impact on clients' financial success.
- Qualifications: Minimum ATT qualification with 5 years of tax experience; CTA or STEP preferred.
- Other info: Enjoy free parking and excellent professional development opportunities.
The predicted salary is between 46800 - 78000 £ per year.
This is a leading UK accountancy and advisory firm with a strong presence in Cardiff. The firm provides audit, tax, and business advisory services to a diverse client base, focusing on delivering exceptional service and tailored solutions that help businesses thrive. As part of a wider national network, it combines local expertise with national resources, ensuring clients benefit from deep sector knowledge and innovative approaches. The Cardiff office is recognised for its collaborative culture, commitment to professional development, and dedication to excellence.
Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required – from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings.
Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries. Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations. Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts.
Use of the applicant’s knowledge and experience of working with individuals and families to offer tax advice to help them establish their personal plans and goals, where relevant advice in the following specialist areas by way of example:
- Estate planning for business/property ownership
- Retirement/succession planning
- Tax implications of financial investments and investment products
- Main residence planning
- Use of trusts for tax planning
- IHT/Estate tax planning generally
What you’ll need to succeed:
- ATT (or HMRC equivalent) minimum
- Ideally, CTA or STEP Qualified but will also consider QBE
- At least 5 years post-qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work
What you’ll get in return:
- Up to £65,000
- Flexi time and hybrid working
- 25 days plus Bank Holidays
- Free Parking
Personal Tax Manager in Cardiff employer: hays-gcj-v4-pd-online
Contact Detail:
hays-gcj-v4-pd-online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Cardiff
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Personal Tax Manager. Highlight your skills in tax planning and client management, and don’t forget to showcase your problem-solving abilities.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, and it shows your enthusiasm for the role. Plus, it helps us keep track of your application better. So, what are you waiting for? Get applying!
We think you need these skills to ace Personal Tax Manager in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in personal tax management and any relevant qualifications like ATT or CTA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Personal Tax Manager role. Share specific examples of your past experiences that align with the responsibilities outlined in the job description.
Showcase Your Client Management Skills: Since the role involves managing a portfolio of key clients, make sure to highlight your experience in client liaison and tax advisory. We love seeing how you've proactively offered solutions and built strong relationships in your previous roles.
Apply Through Our Website: We encourage you to apply directly 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 from us!
How to prepare for a job interview at hays-gcj-v4-pd-online
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax, inheritance tax, and trusts. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax affairs, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of key clients, prepare examples that highlight your experience in client liaison and how you've proactively offered planning ideas. Think about times when you've turned a challenging client situation into a success story.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Brush up on recent changes in tax legislation and be prepared to discuss how these might impact clients. This shows that you're not just knowledgeable but also proactive in staying updated with industry changes.
✨Demonstrate Your Collaborative Spirit
The firm values a collaborative culture, so be ready to talk about how you've worked effectively within a team. Share experiences where you've collaborated on tax planning projects or supported colleagues with their queries, showcasing your ability to contribute positively to the team environment.
