Private Client Manager

Description Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work. If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading! Private Client Manager – Join Our Growing Cardiff Team Advisory. Collaboration. Growth. This is your next career move. 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. 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. Why Menzies? At Menzies, our culture is our cornerstone . We blend technical excellence with genuine care for our people and clients. With 700 colleagues in the UK, we’ve built a culture based on shared values and mutual respect. Here’s why you’ll love working with us: People First : Our work-life balance isn’t just talk. From agile working to generous leave, we create space for what matters to you. Work with Inspiring Clients : Work directly with Owner Managed Businesses who value our support across diverse industries, no two days are the same. Collaborate Across Borders : Working with our network HLB International to be part of a team that thrives on knowledge-sharing and supporting businesses with global ambitions. Innovate with Purpose : We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value. Empathy at Our Core : We don’t just serve our clients; we build trusted relationships that stand the test of time. Your Role at a Glance: 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). What You’ll Bring: 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 What You’ll Get: 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 Why Join Us? At Menzies, we know that success starts with our people. That’s why we offer: Career Development : From learning opportunities to career coaching, we’ll help you achieve your goals. Competitive Benefits : Private medical cover, pension matching, and enhanced parental leave, to name a few. Flexibility That Works for You : Agile working is embedded in our culture. Perks That Go Beyond : From volunteering days to wellbeing initiatives, we care about your whole self. About Menzies We’re a leading UK accountancy and advisory firm with a passion for supporting businesses across the globe. Our BrighterThinking approach combines finance expertise with strategic commercial insights, helping our clients thrive in an ever-changing world. Join a firm that’s as ambitious as the businesses we support. Bring your expertise to Menzies and help us deliver brighter thinking, every day. Sound like your next challenge? Apply now to join a firm where your voice is heard, your work makes an impact, and your career can flourish.

Location: Cardiff , GB

Posted Date: 8/2/2025