Private Client Tax Manager in Kendal

Private Client Tax Manager in Kendal

Kendal Full-Time No working from home possible
Armstrong Watson
About Us
Build something exceptional, with us...
Our ambition is clear and openly bold.
Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like‑minded firms.
But growth alone is not the goal.
Reputation is.
And reputation is earned, not inherited.
Our strategic intent is simple to say and hard to deliver.
To become the most respected adviser to privately owned businesses in the North and the UK.
The firm business owners talk about.
The firm lawyers and bankers recommend without hesitation.
To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day.
At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind.
This strategy sets the direction.
Our people, our values‑led culture, and our standards will deliver it.
We are looking for people who want more than the next job. People who care deeply about:
  • Standards and professionalism
  • Doing work they are proud to put their name to
  • Building long‑term client relationships
  • Being part of a firm with real momentum and intent
If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.
What you will find here:
  • A firm with clear direction and momentum
  • Clients who value advice and relationships
  • Colleagues who care about doing things properly
  • A culture built on Passion, Trust, Humanity and Honesty
  • Genuine opportunity to shape your career as the firm grows
This is our moment, and our vision is clear, to build something genuinely remarkable.

The Role


Our Tax Consultancy service line operates as a national team and supports our clients from all our offices. As a result of continued growth, we are now recruiting for a Private Client Tax Manager, to be based at our Kendal office.
The main elements of this role will include but not be limited to:
  • Liaising with Armstrong Watson clients and the wider team to deliver Private Client Tax Advisory Services
  • Undertaking new client meetings in relation to Tax Advisory opportunities
  • Delivering proactive Tax planning advice for clients
  • Managing various service line projects, including reviewing the work of other team members
  • Monitoring work in progress, recoveries and billing
  • Having formal line management responsibility of Tax Seniors and Trainees
  • Dealing with ad hoc queries from the wider firm when required
Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate


In order to fulfil the responsibilities of the position, we would like candidates to be / have:
  • CTA qualified (Desirable)
  • Experience of leading advisory projects
  • Knowledgeable and able to provide advice surrounding Agricultural Tax and Trust matters (Desirable)
  • A Full UK Driving Licence (Essential)
  • Experience of dealing directly with clients and ensuring they receive an outstanding level of service
  • Excellent communication skills (both verbal and written) when dealing with clients and colleagues across the firm
  • Great teamwork skills to be able to communicate with your own team as well as the other Armstrong Watson teams across all offices

The Benefits


In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:
  • Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
  • Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
  • Smart Working Policy, giving you the ability to balance home and remote working
  • Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
  • Employee Assistance Programme (24/7 confidential support for wellbeing and health)
  • Paid flu jabs and eye tests
  • Introductory Commission Scheme (financial reward if you refer a new client)
  • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
  • Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
  • Paid professional membership fees
In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.
When you're with us... we're with you.






Armstrong Watson

Contact Details:

Armstrong Watson Recruitment Team