Private Client Tax Senior
Private Client Tax Senior

Private Client Tax Senior

Cardiff Full-Time 36000 - 48000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage complex personal tax returns and mentor future leaders.
  • Company: A mid-tier firm prioritising people and career growth.
  • Benefits: Private medical cover, enhanced pension, and volunteering days.
  • Why this job: Join a supportive environment where your contributions are valued.
  • Qualifications: ATT & CTA qualified with experience in personal tax compliance.
  • Other info: Flexible working arrangements and clear progression paths.

The predicted salary is between 36000 - 48000 Β£ per year.

Overview

Job title: Private Client Tax Senior

Location: Cardiff Office, CF10

Salary: Up to Β£42,000

Senior Recruitment Consultant at Insite Group – Recruiting everything Tax within the Public Practice market across the UK.

Ready to Work Where People Come First? Mid-Tier Excellence Awaits – Join a practice where your voice actually matters.

Are you a Private Client Tax Senior feeling overlooked in the Big 4 / Top Firm machine? Or perhaps stuck in a smaller practice without growth opportunities? It’s time to discover the perfect middle ground with our client, offering sophisticated work with high-net-worth clients, global reach through their International network, plus personal recognition and career development you deserve.

What You’ll Love About This Role:

  • Diverse Portfolio Management – Complex personal tax returns including non-doms & non-residents
  • Mentoring Opportunities – Shape the next generation while developing your leadership skills
  • Broad Expertise Building – CGT, IHT, trusts, estates, and corporation tax exposure
  • Advisory Growth – Identify and contribute to high-value advisory projects
  • International Exposure – Work across borders with the global network

Why People Choose Them:

  • People First Culture – Strong emphasis on work-life balance
  • Career Development – Personal coaching and clear progression paths
  • Technical Excellence – Work with sophisticated clients
  • Agile Working – Flexible arrangements that work for you
  • 750+ Colleagues – Large enough for opportunity, small enough to know you

Perfect For You If You’re:

  • ATT & CTA qualified with strong technical knowledge
  • Experienced in personal tax compliance portfolio management
  • Seeking genuine career progression in a supportive environment
  • Ready to mentor others while growing your own expertise
  • Seeking a firm where your voice matters and contributions are recognised

What They Offer Beyond Salary:

  • Private medical cover & enhanced pension matching
  • Enhanced parental leave – Supporting your life priorities
  • Volunteering days – Make a difference beyond work
  • Wellbeing initiatives – Your whole self matters here
  • Career coaching – Personalized development plans

Ready to Join Where You’re Valued?

Interested in learning more? The client recognises that success starts with their people – including you.

Seniority level

  • Executive

Employment type

  • Full-time

Job function

  • Accounting/Auditing

Industries

  • Accounting and Financial Services

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Private Client Tax Senior employer: Insite Group

Join a forward-thinking practice in Cardiff that prioritises its people, offering a supportive environment where your contributions are valued and recognised. With a strong emphasis on work-life balance, career development opportunities, and the chance to work with high-net-worth clients, this role as a Private Client Tax Senior provides the perfect blend of professional growth and personal fulfilment. Experience a culture that champions technical excellence and agile working arrangements, ensuring you thrive both personally and professionally.
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Contact Detail:

Insite Group Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Tax Senior

✨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 current employees at firms you’re interested in. You never know who might help you land that perfect role!

✨Tip Number 2

Prepare for interviews by researching the company culture and values. Since our client emphasises a 'People First Culture', think about how your own values align with theirs. Be ready to share examples of how you've contributed to team success in the past.

✨Tip Number 3

Showcase your expertise! When discussing your experience, highlight your work with complex personal tax returns and any mentoring roles you've had. This will demonstrate your readiness for the Private Client Tax Senior position and your ability to contribute to advisory growth.

✨Tip Number 4

Don’t forget to follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision. And remember, apply through our website for the best chance!

We think you need these skills to ace Private Client Tax Senior

Personal Tax Compliance
Portfolio Management
Advisory Skills
Technical Knowledge in CGT
Technical Knowledge in IHT
Trusts and Estates Expertise
Corporation Tax Knowledge
Mentoring Skills
Leadership Skills
International Tax Exposure
ATT Qualification
CTA Qualification
Communication Skills
Career Development Focus

Some tips for your application 🫑

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior role. Highlight your expertise in personal tax compliance and any mentoring experience you have, as these are key for us.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express why you're excited about this role and how you align with our people-first culture. Don’t forget to mention your career aspirations and how they fit with our values.

Showcase Your Technical Skills: We’re looking for someone with strong technical knowledge, so be sure to include specific examples of your work with CGT, IHT, trusts, and estates. This will help us see your expertise in action!

Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this fantastic opportunity!

How to prepare for a job interview at Insite Group

✨Know Your Stuff

Make sure you brush up on your technical knowledge, especially around personal tax compliance, CGT, IHT, and trusts. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.

✨Showcase Your Mentoring Skills

Since this role involves mentoring others, think of examples from your past where you've helped colleagues grow. Be ready to share how you can contribute to the team’s development while also enhancing your own leadership skills.

✨Emphasise Work-Life Balance

This company values a people-first culture, so be prepared to discuss how you manage work-life balance. Share any experiences that highlight your ability to maintain productivity while ensuring personal well-being.

✨Ask Insightful Questions

Prepare some thoughtful questions about the firm’s approach to career development and their international network. This shows that you’re not only interested in the position but also in how you can grow within the company.

Private Client Tax Senior
Insite Group
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  • Private Client Tax Senior

    Cardiff
    Full-Time
    36000 - 48000 Β£ / year (est.)

    Application deadline: 2027-10-09

  • I

    Insite Group

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