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- Tasks: Manage a portfolio of clients, providing tailored tax solutions and advice.
- 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; CTA or STEP preferred, with 5 years experience.
- 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.
Responsibilities
- 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 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 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.
Requirements
- 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
- Up to £65,000
- Flexi time and hybrid working
- 25 days plus Bank Holidays
- Free Parking
If you’re interested in this role, click "apply now" to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Personal Tax Manager in Cardiff employer: linkup
Contact Detail:
linkup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Cardiff
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your experience aligns with their needs, and don’t forget to ask insightful questions!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can set you apart from other candidates. We believe it shows your enthusiasm and professionalism!
✨Apply Through Our Website
When you find a role that excites you, make sure to apply through our website. It streamlines the process and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate individuals like you!
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 experiences that match the Personal Tax Manager role. Highlight your experience with complex tax affairs and client management, as this is what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax advisory and how your background makes you a great fit for our collaborative culture at StudySmarter.
Showcase Your Qualifications: Don’t forget to mention your qualifications like ATT, CTA, or STEP. We want to see how your expertise aligns with the requirements of the role, so make it clear in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at linkup
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially those relevant to personal tax and trusts. Being able to discuss recent changes or trends in tax law will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to communicate complex tax issues clearly and how you've proactively offered solutions to clients. This will demonstrate your capability to handle the responsibilities of the role.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Brush up on capital gains, inheritance tax computations, and any other complex tax queries mentioned in the job description. Practising these scenarios can help you feel more confident when answering.
✨Cultural Fit Matters
Research the firm's culture and values. Be prepared to discuss how your work ethic and professional development align with their collaborative environment. Showing that you understand and appreciate their commitment to excellence can set you apart from other candidates.
