Private Client Tax Senior

**Description**:

- Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work._

**If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading**

We’re looking for a **Personal Tax Manager** to join our high-performing Tax team in our Cardiff Office. This is your chance to be part of a **Top 30 accountancy firm** that values its people as much as its clients. If you’re passionate about managing complex personal tax portfolios, mentoring junior talent, and getting involved in a variety of advisory matters, then you could fit right in

**Why Menzies?**

At Menzies, our culture is our cornerstone. We blend technical excellence with genuine care for our people and clients. With over 700 colleagues in the UK, we’ve built a culture based on shared values and mutual respect. Here’s why you’ll love working with us:
**People First**: Our work-life balance isn’t just talk. From agile working to generous leave, we create space for what matters to you.
**Work with Inspiring Clients**: Work directly with a broad portfolio of personal tax clients, including non-doms and non-residents, across a range of industries and backgrounds.
**Collaborate Across Borders**: Be part of our HLB International network, working with colleagues worldwide to share knowledge and deliver global tax solutions.
**Innovate with Purpose**: We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value.
**Empathy at Our Core**: We don’t just serve our clients; we build trusted relationships that last.

**What’s the Role About?**:
As our **Personal Tax Manager**, you’ll manage a diverse portfolio of personal tax clients, taking the lead on complex returns, reviewing junior-prepared work, and supporting clients with both compliance and advisory needs. You’ll also play a key role in training and mentoring junior team members, while having the opportunity to broaden your skillset across corporation tax and other specialist areas like CGT, IHT, trusts, and estates.

**Here’s what you’ll be doing**:
Preparing complex personal tax returns and reviewing simpler returns prepared by junior staff.
Managing a portfolio of personal tax clients, ensuring deadlines are met and delivering outstanding client service.
Assisting junior team members with training and technical queries.
Identifying advisory opportunities and referring them to the specialist advisory team.
Supporting with corporation tax compliance as required.
Contributing to a wide range of ad-hoc advisory work, including residency and domicile issues, property-related tax matters, and trust & estate planning.

**What We’re Looking For**:
You’re a seasoned tax professional, **ATT and CTA qualified**, with strong technical knowledge and proven experience managing large compliance portfolios. You have excellent communication skills, experience with both personal and **corporation tax compliance**, and ideally, you’ve worked with **non-dom and non-resident clients**. You thrive in a collaborative environment and are motivated by delivering exceptional client service.

**Why Join Us?**:
At Menzies, we know success starts with our people. That’s why we offer:
**Career Development**: From learning opportunities to career coaching, we’ll help you achieve your goals.
**Competitive Benefits**: Private medical cover, pension matching, and enhanced parental leave.
**Flexibility That Works for You**: Agile working is embedded in our culture.
**Perks That Go Beyond**: Volunteering days, wellbeing initiatives, and more—we care about your whole self.

**About Menzies LLP**:
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.