At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert tax advice.
- Company: Join Lamont Pridmore, a family-run, award-winning firm of Chartered Accountants.
- Benefits: Enjoy a competitive salary, performance bonuses, free parking, and more perks.
- Other info: Flexible hours, supportive team, and excellent career development opportunities.
- Why this job: Make a real impact by helping clients navigate complex tax matters.
- Qualifications: Strong knowledge of UK taxation and experience in tax compliance required.
The predicted salary is between 39000 - 49000 £ per year.
We are looking for an experienced Tax Manager to join our growing team. Alongside a salary of £39,000–£49,000, you'll have the opportunity to earn an annual performance bonus of up to 17%, recognising your contribution to both client success and business growth.
About Lamont Pridmore
Lamont Pridmore is a family-run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices throughout Cumbria. For more than 30 years, we have been led by the same senior management team, supporting a hardworking and high-performing workforce. We pride ourselves on building lasting client relationships and providing a wider range of business advisory services than is typically associated with accountancy practices.
About the role
You will manage a varied portfolio of owner-managed businesses, family-run businesses and private individuals, delivering both tax compliance services and high-quality tax planning advice across Income Tax, Capital Gains Tax and Inheritance Tax. As a member of our senior management team, you will contribute to the delivery of our business plan while supporting the development of colleagues across the firm.
What you'll be doing
- Manage a portfolio of personal tax clients.
- Build and maintain strong client relationships through excellent customer service.
- Advise clients on tax compliance and tax planning matters.
- Identify tax planning opportunities and provide practical commercial solutions.
- Prepare and review approximately 750 tax returns annually, including Personal Tax Returns, Partnership Tax Returns, and Capital Gains Tax Returns.
- Complete tax calculations and review clients' overall tax positions.
- Ensure all tax returns are completed accurately and submitted on time.
- Manage HMRC enquiries and correspondence.
- Provide advice on business restructuring, Capital Gains Tax, Inheritance Tax planning, share schemes, and property taxation.
- Support senior leadership on complex tax planning projects.
- Help develop and support colleagues within the business.
Essential requirements
- Strong working knowledge of UK corporate and personal taxation.
- Experience managing a diverse client portfolio.
- Experience delivering tax compliance and tax advisory services.
- Ability to prepare and review tax returns accurately.
- Excellent communication skills with the ability to explain complex tax matters clearly.
- Strong organisational skills and attention to detail.
- Excellent time management skills.
- Proactive approach to problem solving.
- Professional, client-focused attitude.
- Full UK driving licence.
Desirable requirements
- A minimum of seven years' experience in a UK accountancy practice is preferred.
- ACA, ACCA, ATT or CTA qualified, or equivalent practice experience.
Pay and benefits
- Annual performance-based bonus up to 17%
- Full paid overtime
- Time off in lieu
- Free Parking in Town
- Free Financial Advice
- Bacon Butties on Birthday
- Cycle to work scheme
- Pension auto-enrolment
Working pattern and location
Full-time position based in Carlisle. Travel to client sites and other Lamont Pridmore offices will be required. Hours: 8.30 am - 5 pm (flex)
Application process
Please submit your resume and any additional examples of your work for review.
Stage 1: 20-minute screening interview with Nexstema (on behalf of the client)
Stage 2: Hiring Manager interview
Personal Tax Manager in Carlisle employer: Lamont Pridmore
At Lamont Pridmore, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. Our Carlisle team enjoys competitive salaries, performance-related bonuses, and a range of benefits including paid overtime and pension auto-enrolment, making it a rewarding place to advance your career in payroll services.
