CareerPlan

Personal Tax Assistant Manager

Cardiff, Wales, GBFull-time2026-11-05 → 2026-11-07
Hybrid

Core

Manage a portfolio of personal tax clients, ensuring compliance with P11ds, IHT, and personal tax regulations while driving revenue and profitability targets.

Role type

Senior IC tax manager (personal tax)

Builds

Personal tax compliance services and advisory for SMEs and private clients

Domain

Accounting and Taxation

Deliverable

client delivery

Required skills

Personal tax compliance, P11ds, Inheritance Tax (IHT), client portfolio management, revenue target delivery, team leadership, tax legislation research

Preferred skills

Mixed tax experience, multi-sector client exposure, supervisory experience

Technologies

Tax compliance software, research tools

Responsibilities

Manage client portfolio, deliver revenue and profitability targets, foster client relationships, coach and motivate team members, handle ad hoc duties, conduct complex tax research

Seniority

Senior, hands-on IC with supervisory responsibilities