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!

What's the Role About?

Private Client Tax Senior – Cardiff Office
Take your tax career to the next level with Menzies.

Are you a personal tax professional ready to step into a more varied and rewarding role? At Menzies, we’re looking for a Private Client Tax Senior to join our growing Cardiff team.

In this dynamic role, you'll manage your own portfolio, build strong client relationships, and develop your technical expertise across complex tax matters. If you're looking for responsibility, variety, and room to grow – this is the opportunity for you.

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.

What You’ll Be Doing:

Manage a portfolio of personal tax clients – be their trusted point of contact.

Prepare complex personal tax returns.

Review simple returns prepared by junior staff and support their development.

Assist with a wide range of personal tax compliance work.

Spot advisory opportunities and flag them to senior team members.

Get involved with additional areas like CGT, IHT, trusts, and property tax issues.

Support ad-hoc advisory projects, including residency and domicile issues.

What You’ll Bring:

ATT qualified (CTA part or fully qualified is a bonus)

Strong experience preparing personal tax returns

Good technical knowledge and a willingness to learn more

Excellent communication and interpersonal skills

Ideally some experience with non-resident or non-domiciled clients

A collaborative mindset and desire to support junior team members

What You’ll Get:

A varied portfolio with room to grow into advisory

Supportive team culture and access to senior mentors

Clear career progression pathways

Hybrid and flexible working options

Exposure to high-quality private client work

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.

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.

Ready to grow your career with one of the UK’s leading accountancy firms?
Apply now and become part of the Menzies success story.