Tax Manager / Tax Manageress

Tax Manager - Accountancy Practice (Private Client & Business Tax)

Location: Carlisle - Cumbria

Salary: Competitive Salary + Excellent Benefits

About the Company

W Talent Finance is a specialist recruitment partner committed to placing exceptional accounting professionals in both practice and commerce & industry markets worldwide. With a profound understanding of the finance landscape, we collaborate with clients ranging from leading professional services firms to established independent practices, delivering tailored talent solutions that enhance business performance.

We are partnering with a prestigious and well-established boutique accountancy practice based in Carlisle, renowned for supporting owner-managed businesses, family companies, and private clients. The firm offers a comprehensive suite of services including tax compliance, tax planning, business advisory, and long-term wealth support. Their approach is proactive and relationship-driven, with a strong emphasis on minimizing tax liabilities while providing clear and practical advice to clients. This is a wonderful opportunity to join a respected regional practice in a senior tax-focused role with significant influence over client outcomes and internal development.

The Role

As the Tax Manager, you will be responsible for managing a diverse portfolio of personal and corporate tax clients, delivering high-quality compliance work alongside proactive tax planning advice. You will play a key role within the senior management team, supporting the Managing Director in executing the firm's business plan while also contributing to the development of junior staff and the continuous improvement of tax processes.

This client-facing, technically focused role combines hands-on tax work with advisory input and team leadership responsibilities.

Key Responsibilities

• Client Tax Management & Advisory:
  • Manage all aspects of client tax affairs including income tax, corporation tax, capital gains tax, VAT, and inheritance tax.
  • Prepare and review personal and business tax returns and computations.
  • Provide proactive tax planning advice to minimize client tax liabilities.
  • Undertake year-end tax reviews and pre-year-end tax planning meetings.
  • Liaise directly with HMRC on behalf of clients.
  • Ensure full compliance with current tax legislation and HMRC practice.
• Compliance & Technical Delivery:
  • Deliver accurate and timely tax computations, claims, and submissions.
  • Review client files to ensure all work meets high technical standards.
  • Maintain up-to-date knowledge of tax legislation and regulatory changes.
  • Ensure all statutory deadlines are consistently met.
  • Support accounts teams with tax inputs during year-end processes.
• Client Service & Relationship Management:
  • Deliver a high standard of client service across all interactions.
  • Respond promptly and professionally to client queries.
  • Attend and support client meetings, preparing tax positions and estimates.
  • Maintain robust ongoing relationships with clients and internal stakeholders.
• Leadership & Team Contribution:
  • Support, train, and mentor junior members of the tax and accounts team.
  • Contribute to internal training and knowledge-sharing sessions.
  • Attend senior management meetings to engage in operational discussions.
  • Assist the Managing Director in executing the firm's annual business plan.
  • Help improve internal processes, communication, and efficiency across the practice.
• Process & Continuous Improvement:
  • Support the development of efficient workflows and reporting structures.
  • Contribute to the enhancement of client onboarding, review, and delivery processes.
  • Assist in implementing best practices in tax compliance and advisory work.
  • Support the adoption of systems and processes that improve service delivery.

About You

• ACA / ACCA / CTA qualified, or possess equivalent tax experience within practice.
• Strong background in UK personal and/or corporate tax.
• Experience managing client relationships and tax portfolios.
• Confident in advising clients directly on tax planning matters.
• Strong technical knowledge of HMRC rules and UK tax legislation.
• Comfortable reviewing work and supporting junior team members.
• Excellent communication and interpersonal skills.
• Organized, proactive, and able to manage competing priorities effectively.
• Commercially aware with a client-focused mindset.

What's on Offer

• Competitive salary and benefits package.
• Senior tax role within a respected boutique practice in Carlisle.
• Strong client exposure across a diverse owner-managed and private client portfolio.
• Opportunity to influence the tax advisory direction within the firm.
• Supportive and collaborative leadership team.
• Genuine scope for progression into more senior leadership roles.
• Hybrid/flexible working available for the right candidate.

How to Apply

Apply online using the form below. Please note that only applications matching the job profile will be considered.