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Private Client Manager - Tax

Hays Senior Finance
Cardiff, Wales
GBP40000.0 - GBP60000.0 per annum + 45000
Closing date
20 Dec 2023

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Job Details

Your new company

This organisation has 20 offices across England, Wales and Scotland. They are leaders across Accountancy, Audit and Taxation nationally. They build their culture on collaboration, innovation, agility and trust. They are looking for a Private Client Manager based in Cardiff.

Your new role

Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts.

  • Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required – from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings
  • Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries
  • Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations

What you'll need to succeed

  • CTA or ATT qualified
  • Ideally, STEP is qualified but not essential
  • Good technical knowledge
  • At least 5 years post qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work

What you'll get in return

  • 25 Days Plus Bank Holidays
  • Free Parking Available
  • Hybrid Working policy

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at


At Hays we invest in lifelong partnerships that empower people and businesses to succeed. With over 50 years’ success under our belts and a workforce of 10,000+ people across 32 countries, we’ve evolved to put our customers at the heart of everything we do.

From CFO to Newly Qualified, we work with talented finance professionals and match them with organisations where they can achieve a lasting impact.

So much more than specialist recruiters in accounting and finance, what really sets us apart is our knowledge through scale, deep understanding and our ability to meaningfully innovate for our customers. All our consultants have strong relationships across the industry and the support of our extensive global network. That’s why organisations of all types and sizes – from international blue chips to SMEs – trust us to find the people who can help transform their business.

So, whether you want something local or international, permanent, or interim, we have the breadth of coverage and the depth of understanding to help you find it.

We have specialist recruitment teams in the following areas:

  • Corporate Governance
  • Credit Control
  • Part-Qualified Accountant
  • Payroll
  • Public Practice Accounting
  • Public Services Accounting
  • Senior Finance – Qualified
  • Support, Ledgers & Bookkeeping
  • Tax & Treasury

You can rely on us to deliver today and help you plan for tomorrow


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