Private Client Manager - Join Our Growing Cardiff Team
Advisory. Collaboration. Growth. This is your next career move.
At
Menzies
, we're not just delivering tax compliance - we're building trusted relationships and delivering high-value advice. We're looking for a
Private Client Tax Manager
to join our Cardiff office and play a key role supporting our senior private client team across multiple offices, while also building their own portfolio and presence locally.
This is an ideal opportunity for someone who enjoys collaborative advisory work, wants to get involved in interesting client cases, and is ready to grow with a forward-thinking firm.
Your Role at a Glance:
Work closely with our senior private client specialists across offices, supporting them with compliance and advisory cases.
Join client meetings, provide follow-up support, and become a trusted point of contact.
Build and manage your own portfolio of private clients over time.
Review tax returns prepared by junior team members, ensuring quality and development.
Identify advisory opportunities within the existing Cardiff client base and help shape solutions.
Support the Cardiff partner group with both compliance and advisory needs.
Contribute to team development, working collaboratively across all levels.
Travel occasionally to other Menzies offices or client sites (with notice).
What You'll Bring:
ATT and CTA qualified
Strong technical tax knowledge and experience managing compliance portfolios
Demonstrable experience supporting advisory projects, ideally within a team setting
Confident communication skills - comfortable supporting senior colleagues and clients alike
A collaborative mindset with a focus on team delivery, not individual siloed work
Ability to self-manage, prioritise, and contribute proactively with a solutions-led approach
Experience reviewing complex tax returns and mentoring junior staff
What You'll Get:
A unique opportunity to grow your advisory experience while building a portfolio
A collaborative and people-first culture
Regular interaction with senior leadership and clients
Hybrid and flexible working options
Access to challenging and rewarding work across tax compliance and advisory
Career development and progression support from a national firm with a local feel
Location:
Cardiff (occasional travel to other Menzies offices and client sites)
Contract:
Full-time, Permanent
Salary:
Competitive + Benefits
Sound like your next challenge?
Apply now
to join a firm where your voice is heard, your work makes an impact, and your career can flourish.
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