Private Client Manager or Senior Manager

Personal Tax Manager or Senior Manager - Private Client
 
Location: Cardiff | Salary: £55,000-£70,000 | Office-Based | Growth Role
 
A leading national advisory firm is looking to strengthen its Private Client function in Cardiff with the hire of an experienced Personal Tax Manager or Senior Manager. This role forms part of a dedicated South Wales hub and is being created to support continued growth and increasing client complexity.
 
This is an ideal opportunity for either a Manager ready to step into Senior Manager-level leadership or a current Senior Manager seeking more autonomy, visibility, and progression.
 
The Opportunity:
 
You'll lead a varied portfolio of private clients, many with complex personal tax affairs, while managing and mentoring a growing team. This is a front-facing role with strategic input - you'll be trusted to handle key relationships, provide planning insight, and ensure compliance standards across your client base.
 
You'll also play a visible role in internal development, from team workflow and capacity planning to training and quality control. As the Cardiff tax hub grows, you'll have a clear opportunity to shape the team and carve out a long-term path to Director level.
 
Key Responsibilities:

• Manage a portfolio of HNWIs, business owners, and other private clients with complex tax needs
• Lead client delivery and communication, ensuring technical excellence and commercial awareness
• Review high-risk and complex personal tax returns and planning work
• Mentor and develop junior team members, supporting their reviews and technical development
• Oversee workflow and team capacity, ensuring efficient delegation and quality control
• Actively contribute to business development and networking in the South Wales region
• Stay up to date with technical and legislative changes, and lead internal updates and training

What You'll Bring:

• Significant personal tax experience within an accountancy or advisory firm
• Strong review-level technical capability and client communication skills
• Proven experience managing teams and overseeing complex compliance
• ATT, CTA, ACA, ACCA or equivalent qualification (or qualified by experience)
• Commercial mindset, with a collaborative and solutions-led approach

Why This Role?

• Opportunity to step into a Senior Manager role, or deepen impact as an established SM
• Stable, growing client base with interesting and varied work
• Regional autonomy with national support
• Direct access to senior leadership and firm-wide visibility
• Office-based in Cardiff

If you're ready for more responsibility, more visibility, and a clear path to Director, this could be the right move.