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Salary not available. View on company website.
Menzies LLP, Adamsdown, Caerdydd - Cardiff
- Onsite working
- Full time
- Permanent
Posted today, 23 May
Job ref: 7627853b3aab4ed5a39f7574faf0994e
Full Job Description
- 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)., 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
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., 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
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.
