Private Client Tax Assistant Manager

Job Title:

Personal Tax Assistant Manager

Location:

Cardiff, Wales - hybrid working module!

I am seeking an experienced personal tax professional to take a leading role within a growing private client tax function. This position offers the chance to guide a high-performing team, oversee the delivery of personal tax compliance work, and help shape a modern, technology-driven approach to client service. Working closely with colleagues across the business, you will play a key role in maintaining exceptional standards while supporting process improvements, digital efficiencies, and strong client relationships.

• Provide leadership, coaching, and day-to-day support to members of the personal tax team, encouraging development and high performance.
• Oversee the preparation and review of personal tax returns and related computations to ensure accuracy, consistency, and compliance with current UK tax legislation.
• Track team output and service standards, identifying opportunities to improve efficiency, quality, and turnaround times.
• Handle more complex client matters and support the resolution of technical queries or escalated issues.
• Build strong relationships with clients by delivering clear, practical, and commercially focused advice.
• Work collaboratively with other departments to identify additional advisory opportunities and contribute to wider business development initiatives.
• Ensure all work is completed in line with internal risk procedures, regulatory requirements, and professional standards.
• Support the continued adoption of digital tools, automation, and smarter ways of working within the tax team.

• Professionally qualified in tax or accountancy, or qualified through relevant practical experience (ATT, CTA, ACA, ACCA, CA or equivalent).
• Strong technical understanding of UK personal tax compliance and associated professional standards.
• Comfortable mentoring, coaching, and developing junior team members.
• Able to communicate technical matters clearly to both colleagues and clients.
• Commercially aware, with the confidence to assist with proposals, fee discussions, and new work opportunities.
• Organised, detail-focused, and capable of managing multiple priorities in a client-facing environment.