If the next chapter of your career is in private client tax, this is an opportunity well worth exploring. A leading firm of Chartered Accountants based in Cardiff is seeking a talented and motivated Private Client Tax Assistant Manager to join their growing team, and we are delighted to bring this role to market. Offering flexible working, a company pension, and much more, this firm has built an environment where ambitious professionals can genuinely thrive and progress. Crowe Watson Recruitment, one of the UK’s most respected specialist recruiters in the accountancy practice sector, has been appointed to support this search, bringing unrivalled expertise and a proven track record of connecting exceptional candidates with outstanding firms.

Cardiff is home to a vibrant and growing professional services community, and this firm sits at the heart of it. With a strong reputation for delivering high-quality, bespoke advice to a diverse private client base, they act for high-net-worth individuals, entrepreneurs, trustees, and estates across a broad range of personal tax matters. You will be joining a firm that takes the development of its people seriously, offering clear progression pathways, a collaborative culture, and the support you need to grow into a future leader within the practice. This is a role that provides real responsibility alongside genuine mentorship, making it an ideal platform for an ambitious tax professional ready to step up.

As Private Client Tax Assistant Manager, you will play a central role in managing and developing a portfolio of private clients, supporting partners and senior managers on complex advisory work, and contributing to the continued growth of the tax function. Your technical knowledge across income tax, capital gains tax, and inheritance tax will be put to excellent use, and you will have the opportunity to develop your client relationship and business development skills in a supportive and forward-thinking environment.

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

• Managing and reviewing a portfolio of private client tax returns and advisory matters, including income tax, capital gains tax, and inheritance tax
• Supporting senior managers and partners on complex advisory projects for high-net-worth individuals, trustees, and estates
• Reviewing the work of junior team members and providing constructive technical feedback to support their development
• Building and maintaining strong client relationships, acting as a key point of contact for day-to-day queries
• Contributing to business development activity, including preparation of proposals and attendance at networking events

Requirements

• Must have previous experience working within a UK Practice environment
• CTA, ACA, or ACCA qualified (or working towards), with a focus on private client or personal tax
• Strong technical knowledge across personal tax compliance and advisory, including experience with complex or high-net-worth client portfolios
• Excellent communication and client relationship skills, with the confidence to liaise directly with clients and senior stakeholders
• A proactive, commercially minded approach with the drive to develop both technically and professionally