At a Glance
- Tasks: Manage a diverse portfolio of clients, delivering tax planning and advisory work.
- Company: A high-performing independent accountancy firm with a family-owned atmosphere.
- Benefits: Competitive salary, clear progression opportunities, and supportive team environment.
- Other info: Opportunity for growth within a profitable firm with a loyal client base.
- Why this job: Join a dynamic team and build strong client relationships while advancing your career.
- Qualifications: Experience in mixed tax, with a focus on both corporate and personal clients.
The predicted salary is between 52650 - 64350 £ per year.
If your tax career has developed across both companies and their owners, rather than disappearing down one increasingly narrow specialism, this role should make considerably more sense. A high-performing independent accountancy firm is expanding its tax team following continued growth and investment. Its clients are predominantly entrepreneurial businesses and private individuals, with advisers regularly working across both the commercial and personal sides of a client's affairs. The Mixed Tax Senior Manager will work directly with an experienced Tax Director and become an important senior point of contact across the portfolio.
What you'll handle:
- Managing a varied portfolio of business owners, companies and private clients
- Reviewing personal and corporate tax compliance
- Delivering tax planning and advisory work
- Meeting clients face to face and understanding their wider circumstances
- Managing workflow across junior members of the team
- Reviewing technical work and resolving more complex queries
- Supporting managers and developing junior advisers
- Spotting opportunities for further advisory work
- Contributing to new client relationships where appropriate
This Mixed Tax Senior Manager position needs someone with genuine breadth. You might lean more heavily towards private client work or have a balanced mixed tax background, but experience solely within corporate tax is unlikely to provide enough exposure to the type of relationships involved. You'll be joining an accountancy business where tax advisers aren't hidden away as a separate technical function. They sit alongside clients, work closely with the accounts team and become part of the wider advisory relationship.
Why this firm:
- The Cardiff business is already highly profitable and among the strongest performers in its region.
- It has retained a close, family-owned atmosphere despite its growth, with numerous long-serving employees and a strong record of internal promotion.
- Investment is now creating further headroom for people who want to progress beyond Mixed Tax Senior Manager within accountancy rather than remain at the same level indefinitely.
Package:
- £72,000-£85,000
- Clear progression opportunity
- Broad advisory-led tax portfolio
- Direct access to senior leadership
- Established and loyal client base
- Supportive, experienced tax team
- Face-to-face client relationships
This is a particularly good Cardiff opportunity for someone who enjoys the technical side of tax but doesn't want that to come at the expense of actually knowing their clients.
Mixed Tax Senior Manager in Cardiff employer: Insite Finance
As a leading Big Four firm, we offer an exceptional work environment that prioritises flexibility and employee autonomy, allowing our Tax Investigations Managers to thrive in a high-trust culture. With a competitive salary of up to £65,000 and the opportunity to work closely with Partners on complex cases, our team fosters professional growth through a strong internal network and varied client exposure. Join us for a rewarding career where your contributions are valued, and you can develop your skills in a supportive, hybrid working model.
StudySmarter Expert Advice🤫
We think this is how you could land Mixed Tax Senior Manager in Cardiff
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Insite Finance, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Mixed Tax Senior Manager in Cardiff
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Insite Finance's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Insite Finance. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Insite Finance!
How to prepare for a job interview at Insite Finance
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Insite Finance.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Insite Finance. It helps to show our commitment!
