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Private Client Tax Assistant Manager
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-13
Listing for:
Crowe Watson Recruitment
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Tax Manager, Tax Advisor
Job Description & How to Apply Below
We are looking for a Private Client Tax Assistant Manager to manage and develop a portfolio of private clients, support partners and senior managers on complex advisory work, and contribute to the continued growth of the tax function.
Key Responsibilities- Managing and reviewing a portfolio of private client tax returns and advisory matters, including income tax, capital gains tax, and inheritance tax
- Supporting senior managers and partners on complex advisory projects for high-net-worth individuals, trustees, and estates
- Reviewing the work of junior team members and providing constructive technical feedback to support their development
- Building and maintaining strong client relationships, acting as a key point of contact for day-to-day queries
- Contributing to business development activity, including preparation of proposals and attendance at networking events
- Must have previous experience working within a UK Practice environment
- CTA, ACA, or ACCA qualified (or working towards), with a focus on private client or personal tax
- Strong technical knowledge across personal tax compliance and advisory, including experience with complex or high-net-worth client portfolios
- Excellent communication and client relationship skills, with the confidence to liaise directly with clients and senior stakeholders
- A proactive, commercially minded approach with the drive to develop both technically and professionally
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