Personal Tax Manager

ScreenedFull Time
Carlisle, Cumbria
£50,000/annum
Posted 3 days ago
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About the role

??Carlisle or Workington


Do you have the following skills, experience and drive to succeed in this role Find out below.

??Full Time | Permanent

Are you an experienced Personal Tax professional looking for an opportunity to join a highly respected firm where your expertise is valued and you can build a long-term career?

We're recruiting on behalf of a highly regarded, long-established accountancy and business advisory firm with an excellent reputation across Cumbria. Known for building lasting relationships with both clients and employees, this is a business where people genuinely enjoy what they do, support one another and build rewarding careers.

This is a fantastic opportunity to take ownership of a well-established personal tax portfolio within a friendly and collaborative team. You'll play a key role in delivering expert advice and exceptional service to a broad range of clients, including company directors, business owners and high-net-worth individuals.

The role:

  • Managing a substantial portfolio of personal tax clients

  • Preparing and reviewing approximately 700 personal income tax returns

  • Advising clients on personal income tax matters and tax planning opportunities

  • Providing guidance on Capital Gains Tax and Inheritance Tax matters

  • Preparing and reviewing P11Ds and advising on benefits in kind

  • Building strong relationships with clients and acting as a trusted adviser

  • Working closely with colleagues across the wider tax and accounts teams

  • Ensuring compliance with changing legislation and identifying opportunities to add value to clients

  • Supporting process improvements and maintaining high standards of client service

About you:

  • Previous experience within personal tax, ideally gained within an accountancy practice environment

  • ATT qualified, studying towards ATT or qualified by experience

  • Strong technical knowledge of personal taxation, including Capital Gains Tax and Inheritance Tax

  • Experience of preparing and reviewing personal tax returns and P11Ds

  • Excellent attention to detail and a highly organised approach

  • Strong communication skills and the ability to build lasting client relationships

  • A proactive, service-focused mindset and the confidence to advise and support clients xwzovoh effectively

What's on offer?

  • Salary up to £50,000 depending on experience

  • Generous performance-related bonus scheme

  • Paid overtime

  • Flexible working arrangements

  • Ongoing CPD and opportunities for professional development

  • Regular team and social events, including summer and Christmas celebrations

  • A comprehensive benefits package

  • The opportunity to join a highly regarded, people-focused business where your contribution is genuinely valued

If you're looking for a personal tax opportunity that offers variety, autonomy and the chance to develop your career within a highly respected and supportive firm, we'd love to hear from you.


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