Private Client Tax Assistant Manager

Crowe Watson Recruitment is proud to partner with a leading firm of Chartered Accountants in Cardiff to recruit an ambitious Private Client Tax Assistant Manager. This is an exciting opportunity to join a forward-thinking firm that offers flexible working, a competitive company pension scheme, and a range of additional benefits designed to support your personal and professional growth. The role provides the perfect platform for career progression, working with a diverse and high-profile client base.

As a key member of the Private Client Tax team, you will be responsible for managing a portfolio of clients, offering expert tax advice and ensuring compliance with the latest regulations. You will work closely with senior management and play an integral role in mentoring junior team members, developing strong client relationships, and contributing to business development initiatives. This role is ideal for someone looking to take the next step in their career within a supportive and collaborative environment.

At Crowe Watson Recruitment, we are dedicated to connecting talented professionals with exceptional opportunities. Our client is renowned for their dynamic and inclusive culture, offering tailored development plans to help you reach your full potential. If you are passionate about advancing your career in tax and eager to contribute to a reputable firm’s continued success, we’d love to hear from you.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative, and salary is dependent on experience.

Key Responsibilities

• Manage a portfolio of private client tax cases, including high-net-worth individuals and trusts
• Provide tax planning and advisory services, ensuring compliance with current legislation
• Assist senior management with business development activities
• Review and supervise the work of junior staff members, offering guidance and mentorship
• Maintain strong client relationships, providing proactive and responsive service

• CTA/ACA/ACCA qualified or equivalent
• Must have previous experience working within a UK Practice environment
• Strong technical knowledge of personal tax legislation
• Excellent communication and client management skills
• Proven ability to manage multiple projects and deadlines effectively