Personal Tax Manager or Senior Manager

Taxation; Cardiff; On-site; GBP 55,000 - 70,000; Full time

Job summary

A leading tax firm in Cardiff is seeking a Personal Tax Manager to oversee a diverse portfolio of personal tax clients. The role emphasizes collaboration within an AI-enabled team, ensuring compliance and offering valuable client interactions. Candidates should be qualified (CTA/ATT/ACA/ACCA) and possess a strong background in personal tax compliance. The position offers a modern work environment, competitive salary, and genuine opportunities for career progression.

Benefits

25 days holiday + birthday leave + buy/sell options

Career progression and CPD support

Access to AI-led systems

Qualifications

• Experience in personal tax compliance within a professional practice.
• Interest in advisory work and ability to navigate changes in technology.
• Strong collaborative skills and a positive client-focused approach.

Responsibilities

• Manage a balanced portfolio of personal tax clients.
• Utilise AI tools for streamlined delivery and client interactions.
• Ensure compliance with tax regulations while mentoring junior staff.

Skills

Personal tax compliance

Client service skills

Adaptability to new tools

Mentoring team members

Education

CTA / ATT / ACA / ACCA qualified (or qualified by experience)

Job description

Personal Tax Manager – Cardiff

£55,000 – £75,000 | AI-Enabled Team | Top 100 Firm

This isn’t just another personal tax role.

Yes, you’ll manage a well-balanced portfolio of personal tax clients. Yes, you’ll deliver a mix of compliance and advisory work. But the real differentiator? You’ll be part of an AI-powered accounting team that’s actively redefining how tax is delivered.

This firm is investing heavily in technology and smart processes — not to replace people, but to empower them. You’ll work alongside other forward-thinking professionals using AI tools and automated workflows to work smarter, faster, and with more value to the client.

If you’re looking for a role where you can still do the tax work you enjoy — but in a team that’s embracing the future — this is it.

Why this role stands out:

• Balanced portfolio – no high-pressure HNWI work, just solid, varied personal tax clients
• Modern tools – access to AI-led systems and tech-enabled workflows
• Supportive culture – no micromanagement, just collaboration and progression

What You’ll Be Doing:

• Managing your own portfolio of general personal tax clients (broad base of individuals, directors, landlords, etc.)
• Reviewing tax returns and handling queries with care and clarity
• Utilising AI tools to streamline delivery and add value to client interactions
• Supporting and mentoring junior team members
• Ensuring compliance and deadlines are met with efficiency and accuracy
• Collaborating with the wider tax and tech teams on process improvements

What You’ll Bring:

• CTA / ATT / ACA / ACCA qualified (or qualified by experience)
• Solid personal tax compliance background in practice
• Some exposure to advisory, or a clear interest in doing more
• Comfortable adopting new tools and working in a changing environment
• A collaborative, positive approach with strong client service skills

What’s On Offer:

• £55,000 – £70,000 depending on experience
• 25 days holiday + birthday leave + buy/sell options
• Modern working environment and AI-led systems
• Genuine career progression and CPD support