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- Tasks: Manage a diverse personal tax portfolio and provide advisory services to clients.
- Company: Fast-growing independent accountancy firm with a strong reputation in the North West.
- Benefits: Competitive salary, hybrid working, flexible hours, and clear career progression.
- Why this job: Be a trusted adviser and build long-term relationships with high-net-worth clients.
- Qualifications: Experience in personal tax compliance and advisory work; ATT/CTA qualification preferred.
- Other info: Join a modern team with excellent development opportunities and support for junior staff.
The predicted salary is between 43000 - 58500 £ per year.
Personal Tax Manager, Independent Accountancy Firm – Liverpool
£50,000 - £65,000 + Benefits + Hybrid Working
Do you want to manage a high-quality private client portfolio with real advisory scope? Looking for a role where you’re treated as a trusted adviser, not just a compliance manager? Enjoy building long-term client relationships in a growing Liverpool team?
Benefits- £65,000 - £75,000 salary depending on experience
- Hybrid working and flexible hours
- Clear progression pathway into Senior Manager and beyond
Your new firm
Our client is a highly regarded, fast-growing independent accountancy practice with an excellent reputation across the North West. Following continued expansion and increasing demand from entrepreneurial and private clients, they are now looking to strengthen their Personal Tax offering in Liverpool. Led by experienced Partners with a strong advisory focus, this is an opportunity to join a modern, ambitious team with genuine scope for career progression.
Your new role
As a Personal Tax Manager, you’ll be working closely with Partners and senior stakeholders, delivering personal tax compliance and advisory services to a varied and high-quality client base. Clients include HNWIs, business owners, directors, trusts and families, and the role offers the chance to get involved in planning projects alongside portfolio management. You will play a key role in supporting and developing junior team members, while acting as a trusted adviser to your clients.
Key responsibilities- Managing a portfolio of personal tax clients, ensuring compliance deadlines are met
- Reviewing self-assessment tax returns and complex personal tax matters
- Providing advisory support on areas such as IHT, CGT and succession planning
- Acting as a key point of contact for client queries and relationship management
- Supporting and mentoring junior staff within the private client team
- Assisting Partners with technical planning projects and business development
- Strong experience in personal tax compliance within practice
- Exposure to advisory work and a consultative, client-first mindset
- ATT and/or CTA qualification (or qualified by experience)
- Confidence managing relationships with HNW and entrepreneurial clients
Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892
Personal Tax Manager - Liverpool employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager - Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in personal tax compliance and advisory work. They want to see that you can manage relationships with HNW clients and provide top-notch advice.
✨Tip Number 3
Prepare for those interviews! Research the firm and understand their values and client base. Be ready to discuss how you can contribute to their growth and support junior team members. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Personal Tax Manager position!
We think you need these skills to ace Personal Tax Manager - Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your personal tax compliance experience and any advisory work you've done, as this is what we’re really looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team in Liverpool. Share your passion for building client relationships and how you can contribute to our growing practice.
Showcase Your Advisory Skills: Since we value a consultative, client-first mindset, make sure to include examples of how you've provided advisory support in your previous roles. This will help us see your potential as a trusted adviser to our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory topics. Be ready to discuss specific cases or scenarios you've handled, especially around IHT, CGT, and succession planning. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained relationships with high-net-worth individuals and entrepreneurial clients. Highlight your consultative approach and how you've acted as a trusted adviser in previous roles. This will resonate well with the firm's focus on client relationships.
✨Demonstrate Leadership Potential
Since you'll be supporting and mentoring junior staff, think of instances where you've taken on a leadership role. Share how you've helped develop others in your team, as this aligns with the firm's values and their emphasis on progression.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth plans, team dynamics, and the types of projects you might be involved in. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.
