Tax Manager Your new company A thriving successful Accountancy Practice based in Cardiff. Your new role Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required - from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetingsWillingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queriesAssistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculationsTax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts. Use of applicant''s knowledge and experience of working with individuals and families, to offer tax advice to help them establish their personal plans and goals, where relevant advising in the following specialist areas by way of example:Estate planning for business/property ownershipRetirement/succession planning Tax implications of financial investments and investment products Main residence planningUse of trusts for tax planning IHT/Estate tax planning generallyWhat you''ll need to succeed ATT (or HMRC equivalent) minimumIdeally CTA or STEP Qualified but will also consider QBE At least 5 years post qualification experience in tax