Personal Tax Assistant Manager

This Personal Tax Assistant Manager role in Cardiff is all about helping clients with their tax affairs, making sure everything runs smoothly and stays compliant. You'll work in professional services, supporting the accounting & finance department with a mix of advisory and compliance work.

Client Details

This professional services company is based in Cardiff and operates within the accounting & finance sector.

Description

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• Manage a portfolio of personal tax clients, ensuring compliance and timely submissions.
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• Provide clients with tax planning and advisory services tailored to their needs.
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• Review personal tax returns prepared by junior team members for accuracy.
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• Assist in identifying tax-saving opportunities for clients.
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• Support the team with technical tax queries and updates on legislation.
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• Liaise with HMRC on behalf of clients to resolve queries or issues.
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• Help develop and mentor junior team members within the department.
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• Contribute to process improvements to enhance client service delivery.
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Profile

A successful Personal Tax Assistant Manager should have:

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• A professional tax qualification such as ATT or CTA, or equivalent experience.
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• Strong understanding of UK personal tax legislation and compliance processes.
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• Experience managing a portfolio of personal tax clients.
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• Good communication skills to build and maintain client relationships.
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• Attention to detail with the ability to review and ensure accuracy of tax returns.
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• A proactive approach to problem-solving and identifying opportunities for clients.
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Job Offer

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• Salary Dependent upon level of experience.
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• Hybrid working arrangements for greater flexibility.
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• Permanent role with opportunities for professional development.
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If you're interested in this role, apply now.