Personal Tax Manager

Carlisle or Workington

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:

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  Managing a substantial portfolio of personal tax clients

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  Preparing and reviewing approximately 700 personal income tax returns

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  Advising clients on personal income tax matters and tax planning opportunities

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  Providing guidance on Capital Gains Tax and Inheritance Tax matters

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  Preparing and reviewing P11Ds and advising on benefits in kind

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  Building strong relationships with clients and acting as a trusted adviser

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  Working closely with colleagues across the wider tax and accounts teams

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

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  Supporting process improvements and maintaining high standards of client service

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About you:

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

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  ATT qualified, studying towards ATT or qualified by experience

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

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  Experience of preparing and reviewing personal tax returns and P11Ds

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  Excellent attention to detail and a highly organised approach

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  Strong communication skills and the ability to build lasting client relationships

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

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What's on offer?

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  Salary up to £50,000 depending on experience

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  Generous performance-related bonus scheme

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  Paid overtime

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  Flexible working arrangements

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  Ongoing CPD and opportunities for professional development

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  Regular team and social events, including summer and Christmas celebrations

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  A comprehensive benefits package

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

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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.