Personal Tax Manager in Carlisle

Personal Tax Manager in Carlisle

Carlisle Full-Time No working from home possible
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Job Description

We are looking for an experienced Tax Manager to join our growing team. Alongside a salary of Β£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

We are looking for an experienced Tax Manager to join our tax team in Carlisle.

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
    • 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
    • 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

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Contact Details:

Lamont Pridmore Recruitment Team