At a Glance
- Tasks: Manage client relationships and oversee personal and corporate tax work.
- Company: A leading independent accountancy firm in Cardiff with a strong growth trajectory.
- Benefits: Competitive salary, career progression, and a supportive work environment.
- Other info: Enjoy a dynamic workplace with opportunities for leadership and development.
- Why this job: Join a high-performing team and make a real impact on client relationships.
- Qualifications: Experience in personal tax, private client, or mixed tax within accountancy.
The predicted salary is between 90000 - 110000 £ per year.
This is an opportunity to become the senior number two within a growing tax team where client relationships matter every bit as much as technical ability. The firm is a highly profitable independent accountancy business with a loyal client base, strong staff retention and meaningful investment behind its next stage of growth. Its tax work covers both business owners and their companies, meaning advisers are able to look at the client's wider position rather than treating personal and corporate matters as completely separate worlds.
Your remit includes:
- Managing senior relationships with owner-managed business and private clients
- Overseeing a mixture of personal and corporate tax work
- Reviewing complex advisory and compliance matters
- Managing workflow across the tax team
- Supporting and developing managers and more junior advisers
- Attending regular face-to-face meetings with clients
- Identifying opportunities for additional advisory work
- Supporting new business and referral activity
- Working alongside the Tax Director on the continued development of the service line
The Tax Associate Director does not need to be equally specialist in every area, but the firm is looking for broader experience than a purely corporate tax career would normally provide. A personal tax, private client or mixed tax background within accountancy is therefore likely to be particularly relevant. Clients in Cardiff expect visible senior advisers and genuine continuity of relationship. The successful individual will enjoy that environment and be comfortable becoming somebody clients actively ask for.
This is already one of the strongest-performing firms in the Cardiff market, with an established accountancy client base feeding naturally into tax advisory work. Many employees have remained with the business for more than a decade, and progression into senior leadership is actively encouraged.
Package includes:
- £90,000-£110,000
- Strong route towards Director
- Highly profitable and expanding firm
- Significant investment into continued growth
- Mixed and private client tax exposure
- Direct relationship with the Tax Director
- Established clients and referral network
For a Tax Associate Director looking for greater visibility, influence and progression, this offers an unusually rounded opportunity.
Tax Associate Director 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.
