At a Glance
- Tasks: Manage personal tax portfolios and provide expert advice to clients.
- Company: Highly respected accountancy firm with a supportive culture.
- Benefits: Salary up to £50,000, performance bonuses, flexible working, and professional development.
- Other info: Enjoy regular team events and a collaborative work environment.
- Why this job: Join a people-focused firm where your expertise is valued and career growth is encouraged.
- Qualifications: Experience in personal tax, ideally in an accountancy practice; ATT qualified or studying.
The predicted salary is between 45000 - 50000 £ per year.
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 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.
Personal Tax Manager in Carlisle employer: Cummins Mellor
Join a highly respected accountancy and business advisory firm in Carlisle or Workington, where your expertise as a Personal Tax Manager is truly valued. With a strong focus on employee growth, flexible working arrangements, and a collaborative work culture, this firm offers a rewarding environment for professionals looking to build lasting relationships and advance their careers. Enjoy competitive salaries, performance-related bonuses, and regular team events that foster a sense of community and support.
