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.

Lead and manage Corporate Finance projects, including M&A and Transaction Services.Utilise your strong network and proven origination abilities to identify and secure new business opportunities.Build and maintain strong relationships with key stakeholders, clients, and potential buyers/investors.Provide expert financial analysis, due diligence, and valuation services to support decision-making processes.Collaborate with cross-functional teams to ensure seamless execution of deals and client satisfaction.