Personal Tax Senior - Cardiff

As a Personal Tax Senior in Cardiff, you'll handle the day-to-day management of personal tax portfolios, ensuring compliance and offering tailored advice. This role is vital in supporting clients and helping the business deliver high-quality professional services.

Client Details

Our client is an established accountancy practice with over 25 years of experience providing tailored accounting and financial management services to businesses. They are committed to delivering practical advice and building strong client relationships, helping organisations make informed financial decisions.

Known for their flexible and personalised approach, they support a diverse range of clients with solutions designed around individual business needs. Their focus on professionalism, service quality, and commercial insight has earned them a strong reputation within the sectors they serve.

Description

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• Manage a portfolio of personal tax clients, ensuring all compliance deadlines are met.
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• Prepare and review self-assessment tax returns.
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• Provide tax planning advice tailored to individual client needs.
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• Assist with HMRC enquiries and correspondence.
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• Identify opportunities for tax savings and relay these to clients.
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• Support junior team members with technical queries and training.
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• Keep up to date with changes in tax legislation and ensure clients remain compliant.
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• Collaborate with other departments to provide a seamless service to clients.
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Profile

A successful Personal Tax Senior should have:

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• Strong technical knowledge of personal tax regulations and compliance.
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• Experience managing a portfolio of personal tax clients.
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• Excellent communication skills for client interaction and internal collaboration.
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• A professional qualification in accounting or tax (e.g., ATT, CTA, or equivalent).
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• An organised and detail-oriented approach to meet deadlines effectively.
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Job Offer

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• Salary commensurate with experience.
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• Regular salary progression and performance reviews.
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• Employer pension contributions.
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• Professional membership subscriptions covered by the firm.
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To have a confidential call in the first instance, please call me on:

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your bestco