🌟 Private Client Tax Senior – Cardiff Office 🌟
Take your tax career to the next level with Menzies.
Are you a personal tax professional ready to step into a more varied and rewarding role? At Menzies, we’re looking for a Private Client Tax Senior to join our growing Cardiff team.
In this dynamic role, you'll manage your own portfolio, build strong client relationships, and develop your technical expertise across complex tax matters. If you're looking for responsibility, variety, and room to grow – this is the opportunity for you.
🔍 What You’ll Be Doing:
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Manage a portfolio of personal tax clients – be their trusted point of contact.
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Prepare complex personal tax returns.
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Review simple returns prepared by junior staff and support their development.
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Assist with a wide range of personal tax compliance work.
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Spot advisory opportunities and flag them to senior team members.
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Get involved with additional areas like CGT, IHT, trusts, and property tax issues.
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Support ad-hoc advisory projects, including residency and domicile issues.
🎓 What You’ll Bring:
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ATT qualified (CTA part or fully qualified is a bonus)
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Strong experience preparing personal tax returns
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Good technical knowledge and a willingness to learn more
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Excellent communication and interpersonal skills
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Ideally some experience with non-resident or non-domiciled clients
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A collaborative mindset and desire to support junior team members
💼 What You’ll Get:
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A varied portfolio with room to grow into advisory
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Supportive team culture and access to senior mentors
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Clear career progression pathways
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Hybrid and flexible working options
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Exposure to high-quality private client work
📍 Location: Cardiff (some travel to clients and other Menzies offices)
📆 Contract: Full-time, Permanent
💰 Salary: Competitive + Benefits
🚀 Ready to grow your career with one of the UK’s leading accountancy firms?
Apply now and become part of the Menzies success story.