At a Glance
- Tasks: Manage personal tax portfolios and provide tailored advice to clients.
- Company: Established accountancy practice with over 25 years of experience.
- Benefits: Flexible working hours, professional development, and a supportive team environment.
- Other info: Join a reputable firm known for its personalised approach and career growth opportunities.
- Why this job: Make a real difference in clients' financial decisions while growing your expertise.
- Qualifications: Experience in personal tax and strong communication skills.
The predicted salary is between 40500 - 49500 £ per year.
As a Personal Tax Senior in Cardiff, you'll handle the day-to-day management of personal tax portfolios, ensuring compliance and offering tailored advice.
This role is vital in supporting clients and helping the business deliver high-quality professional services.
Client Details Our client is an established accountancy practice with over 25 years of experience providing tailored accounting and financial management services to businesses.
They are committed to delivering practical advice and building strong client relationships, helping organisations make informed financial decisions.
Known for their flexible and personalised approach, they support a diverse range of clients with solutions designed around individual business needs.
Their focus on professionalism, service quality, and commercial insight has earned them a strong reputation within the sectors they serve.
Description Manage a portfolio of personal tax clients, ensuring all compliance deadlines are met.
Prepare and review self-assessment tax returns.
Provide tax planning advice tailored to individual client needs.
Assist with HMRC enquiries and correspondence.
Identify opportunities for tax savings and relay these to clients.
Support junior team members with technical queries and training.
Keep up to date with changes in tax legislation and ensure clients remain c...
Personal Tax Senior - Cardiff employer: Michael Page Finance
This thriving technology company in Yorkshire is an excellent employer, offering a supportive and inclusive culture that prioritises employee development and innovation. With opportunities for professional growth and the potential for the Interim Financial Accountant role to transition into a permanent position, employees can thrive in a dynamic environment while enjoying the benefits of remote working.
