Private Client Tax Manager

5 days ago


Cardiff, Cardiff, United Kingdom Crowe Watson Recruitment Full time
About the Role

Crowe Watson Recruitment is delighted to be partnering with a leading firm of Chartered Accountants in Cardiff, seeking a talented and dedicated Private Client Tax Senior to join their dynamic team.

This is a fantastic opportunity for a skilled tax professional looking to take the next step in their career with a highly respected firm that offers excellent career progression and development opportunities.

Key Responsibilities:

  • Manage a portfolio of high-net-worth individuals, providing bespoke tax advice and ensuring compliance with all relevant tax legislation.
  • Assist clients with tax planning, estate management, and inheritance tax issues, ensuring their financial affairs are structured in the most tax-efficient manner.
  • Build and maintain strong client relationships, providing exceptional customer service and ensuring client satisfaction.
  • Prepare and review tax returns, ensuring accuracy and compliance with all relevant tax regulations.
  • Liaise with HMRC on behalf of clients, resolving any tax-related issues or queries.

Requirements:

  • ACA/ACCA/CTA qualified or equivalent.
  • Previous experience working within a UK Practice environment.
  • Strong knowledge of private client tax and related legislation.
  • Excellent communication and interpersonal skills.
  • Proactive and client-focused approach.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple tasks and meet deadlines.

Crowe Watson Recruitment is an Employment Agency, and salary is dependent on experience.



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