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Tax Assistant Manager - OMB

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Insite Group
Full Time position
Listed on 2025-12-30
Job specializations:
  • Accounting
    Tax Manager, Accounting & Finance
  • Finance & Banking
    Tax Manager, Accounting & Finance
Job Description & How to Apply Below

Tax Assistant Manager (OMB Focus)

Overview: Join our dynamic tax team as an Assistant Manager, specialising in the provision of tax compliance and advisory services to owner‑managed businesses (OMBs) across a range of sectors. You will play a key role in supporting directors and partners, leading client engagements, and developing bespoke solutions for complex personal and corporate tax issues.

Key Responsibilities:

  • Manage a diverse portfolio of OMB clients, delivering high‑quality tax compliance and advisory services.
  • Assist in the delivery of projects involving tax planning, profit extraction, succession, and restructuring for OMBs.
  • Oversee and review the work of junior team members, providing coaching and technical support.
  • Liaise directly with clients to build strong relationships and address queries promptly.
  • Work collaboratively across departments to identify and deliver cross‑service opportunities.
  • Stay up to date with evolving tax legislation relevant to OMBs.

Requirements:

  • ACA/ACCA/CTA qualified or equivalent experience.
  • Strong track record working with owner‑managed businesses in a UK professional services setting.
  • Excellent communication, organisational, and client relationship skills.
  • Willingness to work flexibly from Cheltenham or Cardiff offices, with some travel as required.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Accounting/Auditing

Industries: Accounting

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