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Baynesthefamilybakers
Personal Tax Manager or Senior Manager
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
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
Education
£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.
- 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
- 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
- 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
- £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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.