At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide expert advisory services.
- 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.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Join a modern team and build long-term client relationships while advancing your career.
- Qualifications: Experience in personal tax compliance and a client-first mindset required.
The predicted salary is between 50000 - 65000 £ per year.
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 include:
- 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
To be successful in this role, you'll need:
- 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
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager - Liverpool employer: Pro-Tax
Join a highly regarded independent accountancy firm in Liverpool, where you will manage a diverse portfolio of high-net-worth clients and enjoy a supportive work culture that prioritises your professional growth. With competitive salaries, hybrid working options, and clear pathways for advancement, this is an excellent opportunity to thrive in a dynamic team focused on advisory excellence and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - Liverpool
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Tax, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager - Liverpool
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Tax's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Tax. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Tax!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Tax.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Tax. It helps to show our commitment!
