Senior Tax Portfolio Manager

3 days ago


Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

Clark Wood - Tax Recruitment

We are seeking a highly skilled and ambitious Personal Tax Assistant Manager or established Tax Manager to lead our team in South Wales.

The successful candidate will work closely with our Senior Tax Managers and Partners to ensure the efficient provision of technical services to clients across the UK.

This role requires ATT or CTA qualification and a minimum of 5 years' experience in Personal Tax. The salary for this position is estimated to be £45,000 - £50,000 per annum.

About the Role:

  • Manage and service private client portfolios, including self-assessment tax returns and advisory work.
  • Develop and implement departmental initiatives and programmes.
  • Maintain up-to-date department administration and routine tasks.
  • Identify cross-selling opportunities through networking.
  • Support our Tax Partners.
  • Market our tax service line by attending client functions and seminars.
  • Review complex client tax returns.

Key Skills and Qualifications:

  • ATT or CTA qualification.
  • Minimum 5 years' experience in Personal Tax.
  • Strong leadership and management skills.
  • Excellent communication and interpersonal skills.


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    We are seeking a motivated Tax Portfolio Manager to lead our Personal Tax team in South Wales.The successful candidate will work closely with the Senior Tax Manager and Partners to ensure the efficient provision of technical services to clients across the UK.The salary for this position is £45,000 - £50,000 per annum.Responsibilities:Departmental...

  • Senior Tax Manager

    1 week ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    We are seeking a Senior Tax Manager to lead our Personal Tax team in South Wales.This role requires the successful candidate to work closely with the Senior Tax Manager and Partners to ensure the efficient provision of technical services to clients across the UK.The salary for this position is £45,000 - £50,000 per annum.Key Responsibilities:Manage and...

  • Tax Manager Lead

    10 hours ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Job OverviewWe are seeking an ambitious Tax Manager to join our team at Clark Wood - Tax Recruitment. The successful candidate will work closely with the Senior Tax Manager and Partners to ensure the efficient provision of technical services to clients across the UK.The role involves managing client portfolios, overseeing Tax Seniors and Trainees, and...

  • Senior Tax Advisor

    5 days ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    About the Role As a Private Client Tax Senior Manager/ Associate Director at Clark Wood - Tax Recruitment, you will be an integral part of the senior management team in Cardiff, leading the team's tax advisory projects and ensuring timely delivery within budget. You will act as principal on a portfolio of tax clients, including HNWIs, non-resident, and...

  • Senior Tax Director

    6 hours ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Role OverviewThe Senior Tax Director will lead and develop the regional tax consultancy offering while maintaining a significant existing client portfolio. This includes tax enquiry work, providing tax advisory support on corporate transactions, advising on business restructures, and providing specific tax advice on a range of matters to our corporate...


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Job SummaryWe are currently working with a leading independent firm in Cardiff, looking to grow their tax team at senior level. As a Personal Tax Senior, you will be responsible for managing a portfolio of personal tax clients, including HNWIs, company directors and sole traders.The role involves ensuring that all compliance work is completed accurately and...

  • Senior Tax Accountant

    2 weeks ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    About UsWe are Clark Wood - Tax Recruitment, a leading recruitment agency specialising in tax and accountancy roles. We are working with a prominent independent firm in Cardiff, seeking a highly skilled Personal Tax Senior to join their team.As a Personal Tax Senior, you will play a crucial role in managing a portfolio of personal tax clients, including...


  • Cardiff, Cardiff, United Kingdom Hays Senior Finance Full time

    About the RoleHays Senior Finance is seeking a highly skilled Senior Tax Professional to join our team in Cardiff. This exciting opportunity will see you working as part of a well-established Accountancy Practice with an excellent reputation across the South West.The business has over 500 staff working across 4 sites and is looking to establish a Tax Center...

  • Tax Professional

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    About the RoleWe are seeking a highly skilled Senior Accountancy Advisor to join our team in Llanishen, Cardiff. This is an exciting opportunity for a Personal Tax Specialist to manage a portfolio of personal tax clients and provide expert advice on compliance work and tax planning.As a Senior Accountancy Advisor, you will be responsible for preparing and...


  • Cardiff, Cardiff, United Kingdom Pro-Tax Full time

    Pro-Tax is seeking an experienced Tax Manager or Senior Manager to join their Private Business division in Cardiff, UK.As a key member of the team, you will play a crucial role in building and maintaining strong client relationships, working closely with senior leadership to help clients navigate the complexities of UK and international tax. You will have...


  • Cardiff, Cardiff, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Private Business Tax Manager/Senior Manager - CardiffLocation: Cardiff, Type: PermanentWe are seeking an experienced Tax Manager or Senior Manager to join our Private Business division in Cardiff.As a key member of our team, you will play a crucial role in building and maintaining strong client relationships, working closely with senior leadership to help...


  • Cardiff, Cardiff, United Kingdom Hays Senior Finance Full time

    About the JobHays Senior Finance is recruiting for a Corporate Taxation Specialist to join our team in Cardiff. As a specialist, you will work closely with our clients to provide expert advice on corporate taxation, ensuring they meet their tax obligations and take advantage of available reliefs.Your responsibilities will include fully supervising a...


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Job DescriptionWe are looking for a highly experienced Senior Accountancy Advisor to join our team in Llanishen, Cardiff. As a Personal Tax Specialist, you will be responsible for managing a portfolio of personal tax clients and providing expert advice on compliance work and tax planning.The ideal candidate will have strong personal tax experience within a...

  • Personal Tax Advisor

    2 weeks ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Job OverviewWe are seeking an experienced Personal Tax Senior to join our client's team in Cardiff. The successful candidate will be responsible for managing a portfolio of personal tax clients, including HNWIs, company directors and sole traders.The role involves preparing and reviewing personal tax computations and returns, providing guidance and training...

  • Senior Tax Advisor

    1 month ago


    Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Job DescriptionWe are seeking an experienced Senior Tax Advisor to join our team in Cardiff. As a key member of our senior management team, you will lead tax advisory projects, ensuring they are delivered on time and within budget. You will also be responsible for networking within the region to build new business opportunities for our firm.Your portfolio...


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Job Description: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team in Cardiff, where you will be responsible for managing client portfolios and developing business opportunities.The ideal candidate will have ATT or CTA qualification and a minimum of 5 years' experience in Personal Tax. This role offers a competitive salary of £45,000 -...


  • Cardiff, Cardiff, United Kingdom The Portfolio Group Full time

    Company OverviewThe Portfolio Group is a leading provider of tax advisory services, delivering top-tier professional advice to help businesses improve their performance.We offer a comprehensive suite of services, including tax, VAT, payroll, employment, HR, health & safety, and commercial legal advice.


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Senior Accountancy Advisor Job SummaryWe are seeking a highly skilled Senior Accountancy Advisor to join our team in Llanishen, Cardiff. This is an exciting opportunity for a Personal Tax Specialist to manage a portfolio of personal tax clients and provide expert advice on compliance work and tax planning.The ideal candidate will have strong personal tax...


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood - Tax Recruitment is looking for a highly skilled Personal Tax Professional to join our team in Cardiff.The ideal candidate will have excellent communication skills and be able to work independently as well as part of a team.The salary for this role is £45,000 - £50,000 per annum.Key Responsibilities:Review complex client tax returns and provide...


  • Cardiff, Cardiff, United Kingdom Clark Wood - Tax Recruitment Full time

    Tax Consultant PositionClark Wood are recruiting a Mixed Tax Assistant Manager to join their growing tax consultancy team in Cardiff. The role offers a fantastic opportunity for an existing Senior or Assistant Manager to develop their skills and career within a leading independent firm.About the TeamThe tax consultancy team provides tax advisory support on...