Senior Client Advisor jobs in Wales

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Senior. This role offers flexible working, a company pension, and much more! It’s an excellent opportunity to join a supportive, forward-thinking practice where people are genuinely valued and professional development is actively...

You will act as the main point of contact for your clients, providing advice and support while ensuring compliance and deadlines are met.

You will also manage workflow within your portfolio, delegate tasks to junior team members where appropriate, and contribute to the growth of the practice by identifying opportunities and supporting new client onboarding.

A well-regarded regional law firm in South Wales is seeking a Private Client Senior Associate/Partner to join their supportive team. Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. The role offers flexible working with an option to work from home up to three days a week. Key responsibilities include providing legal advice on...

You will also coordinate the workload with Tendering/Commercial, Project Management, and Procurement teams, gathering required inputs from supporting functions such as Insurance, Tax, and Finance. ✅What You’ll Be Doing: - Prepare clear contract summaries for tenders and projects

A regional accountancy firm in Cardiff is seeking a Personal Tax Senior Manager to manage personal tax matters and provide expert advice. The ideal candidate will possess professional qualifications such as CTA or ATT, and have strong knowledge of UK tax regulations. The role offers a competitive salary between £58,000 and £69,000 and opportunities for career growth in a supportive team...

A leading accountancy firm in Cardiff is seeking an Accounts Manager / Client Manager to oversee a diverse portfolio including small to medium companies. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. This role involves preparing Statutory and Management Accounts, managing client communications, and supporting junior staff....

A leading professional services firm in the UK is looking for a Senior Associate to manage the tax compliance for a diverse portfolio of partnership clients. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. The ideal candidate will have strong technical skills, experience in reviewing tax computations, and enjoy collaborating within a...

You will act as the main point of contact for your clients, providing advice and support while ensuring compliance and deadlines are met.

You will also manage workflow within your portfolio, delegate tasks to junior team members where appropriate, and contribute to the growth of the practice by identifying opportunities and supporting new client onboarding.

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

Job Description This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities - Provide regulated financial advice across investments, pensions, protection, and tax planning. - Conduct thorough reviews of...

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities - Provide regulated financial advice across investments, pensions, protection, and tax planning. - Conduct thorough reviews of clients financial...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

A reputable law firm in the UK is looking for a Senior Associate Solicitor for its Private Client department in Newport. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. This role will involve advising individuals and businesses on wills, estate planning, and probate issues. The ideal candidate will...

Job Description A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...

A leading accountancy and advisory firm in Cardiff is seeking a Corporate Tax Senior to enhance their Business Tax team. Do not wait to apply after reading this description a high application volume is expected for this opportunity. This role involves preparing and reviewing corporation tax computations and returns, contributing to advisory projects, and building strong client...

You will be joining a friendly and supportive private client team at a firm known for its commitment to both staff well-being and the local community.

You will be responsible for drafting wills, administering estates, and delivering a high standard of service to clients across the region.

You will join a well-established and supportive Private Client team, advising a diverse client base that includes individuals, families, and businesses.

You will be technically strong, client-focused, and keen to contribute to the continued growth of a successful department.

A multi-office legal practice in Caerphilly is seeking an experienced Private Client Solicitor to join their busy Private Client department. Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. The successful candidate will manage a mixed caseload, including wills, probate, and lasting powers of attorney. They should have at...

A prominent law firm in Abergavenny is seeking an experienced Private Client Solicitor with a minimum of 4 years' PQE. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. The role involves advising a diverse range of clients on tax and estate planning, wills, probate, and trusts. The firm enjoys a strong...