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:
Manage a portfolio of personal tax clients - be their trusted point of contact.
Prepare complex personal tax returns.
Review simple returns prepared by junior staff and support their development.
Assist with a wide range of personal tax compliance work.
Spot advisory opportunities and flag them to senior team members.
Get involved with additional areas like CGT, IHT, trusts, and property tax issues.
Support ad-hoc advisory projects, including residency and domicile issues.
What You'll Bring:
ATT qualified (CTA part or fully qualified is a bonus)
Strong experience preparing personal tax returns
Good technical knowledge and a willingness to learn more
Excellent communication and interpersonal skills
Ideally some experience with non-resident or non-domiciled clients
A collaborative mindset and desire to support junior team members
What You'll Get:
A varied portfolio with room to grow into advisory
Supportive team culture and access to senior mentors
Clear career progression pathways
Hybrid and flexible working options
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.
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