Personal Tax Assistant Manager

Job Title: Personal Tax Assistant Manager

Location: Cardiff, Wales - hybrid working module!

Salary: £35,000 - £50,000 (dependent on experience)

The Role:

As a Personal Tax Assistant Manager, you oversee preparation and review of personal tax returns, managing junior staff and ensuring compliance with UK tax regulations. You will work in a newly formed, collaborative team, be tasked with reviewing tax computations and ensuring that all work adheres to the firm's high standards for quality and efficiency. By leading your team with a focus on both technical excellence and innovation, you will help deliver smarter, more efficient, and personalised tax services. Your role will ensure that the firm maintains their reputation for high-quality service delivery while embracing the future of tax through automation and digital tools.

Day to day duties:

• Lead, manage, and inspire team members to achieve their full potential while aligning with the strategic objectives of the business.
• Monitor team performance against KPIs, proactively addressing areas for improvement to maintain and enhance service delivery standards.
• Conduct detailed quality reviews, resolve escalations efficiently, and ensure adherence to compliance and service excellence standards.
• Act as a second-line contact for clients, providing tailored solutions to complex challenges and enhancing client satisfaction.
• Identify opportunities to deliver value-added advisory services and coordinate with relevant teams to drive business growth.
• Ensure the team operates within all technical, quality, and risk frameworks, consistently exceeding client service expectations.

The Individual:

• Holds an accountancy and/or tax qualification or qualified by experience (e.g. ATT/CTA/ACA/ACCA/CA).
• Has a sound knowledge of technical and professional standards, and can draw on this to support colleagues and clients in specific and relevant areas.
• Confident in training others in technical knowledge.
• Be able to develop bid and pricing proposals for non-complex work.