Personal Tax Assistant Manager
Salary/Rate:£35,000 - £50,000
Job type:Full-Time
Town/City:Cardiff
County:Cardiff
Specialisms:Private Client Tax
Level:Assistant Manager
Job ref:624763
Post Date:15.07.25
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Meet Our Recruiter
About the Role
Personal Tax Assistant Manager (AI Automation)
Location: Cardiff, South Wales
Salary: Up to £50,000 DOE
Progression: Clear path to Manager and Senior Manager
Specialism: Personal Tax Compliance only – no corporate or mixed work
About the Firm:
This Top 100 accountancy firm is investing early in automation and digital innovation - especially within its Personal Tax division. They’re not waiting for change to happen; they’re shaping it. This is a national team at the forefront of AI-led compliance, helping to streamline repetitive tasks so their people can focus on relationships and strategic advice.
The Role:
As Assistant Manager in the Personal Tax team, you’ll take on a pivotal leadership role, managing two associates while overseeing a portfolio of personal tax clients. Your focus will be on high-quality compliance work, supporting junior staff, and being a key part of the wider function’s growth.
While the team is embracing automation, you won’t need prior experience in this area—just a willingness to work in a forward-thinking environment.
What You’ll Be Doing:
Location: Cardiff, South Wales
Salary: Up to £50,000 DOE
Progression: Clear path to Manager and Senior Manager
Specialism: Personal Tax Compliance only – no corporate or mixed work
About the Firm:
This Top 100 accountancy firm is investing early in automation and digital innovation - especially within its Personal Tax division. They’re not waiting for change to happen; they’re shaping it. This is a national team at the forefront of AI-led compliance, helping to streamline repetitive tasks so their people can focus on relationships and strategic advice.
The Role:
As Assistant Manager in the Personal Tax team, you’ll take on a pivotal leadership role, managing two associates while overseeing a portfolio of personal tax clients. Your focus will be on high-quality compliance work, supporting junior staff, and being a key part of the wider function’s growth.
While the team is embracing automation, you won’t need prior experience in this area—just a willingness to work in a forward-thinking environment.
What You’ll Be Doing:
- Leading on compliance work, including self-assessment tax returns and related reporting
- Supervising and developing two junior team members
- Working closely with senior leadership to support the wider strategic goals of the team
- Staying engaged with clients throughout the compliance process—this isn’t a back-office-only role
- Embracing new systems and automation tools being introduced across the department
- ATT qualified – this is essential
- Strong experience in personal tax compliance
- Experience supervising or mentoring junior team members
- A proactive mindset and willingness to be part of a team that’s modernising the traditional tax workflow
- Strong communication skills and a client-focused approach
- Real career progression - path to Manager and Senior Manager
- The opportunity to work in a national team leading on AI-powered compliance innovation
- Growing flexibility and hybrid working arrangements (Cardiff-based, but moving toward more flexibility options)
- A collaborative, supportive culture within a forward-looking firm
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