At a Glance
- Tasks: Take ownership of a personal tax portfolio and manage client relationships.
- Company: Independently-run chartered accountancy firm with a close-knit team.
- Benefits: Competitive salary, supportive environment, and genuine career progression opportunities.
- Other info: Opportunity to expand into trust work and advisory roles.
- Why this job: Make a real impact in a growing firm while developing your skills in tax planning.
- Qualifications: Experience in managing a personal tax portfolio and strong communication skills.
This is a chance to take full ownership of a substantial personal tax portfolio at an independently-run, well-regarded chartered accountancy firm. You'll step into a role with genuine autonomy from day one, and a clear path to broaden into trust work, tax planning and Corporation Tax as you settle in.
This Role Is Ideal For
- A Tax Manager who is ready to run a sizeable portfolio (around 250 clients) as their own, rather than servicing one that belongs to someone else.
- Someone who wants their remit to grow beyond compliance — into trust work, advisory and planning.
- A candidate who values a smaller, close-knit firm where they'll be known and can shape how their portfolio and career development, rather than being one of many managers in a large practice.
About the Firm
This firm is an independently-run chartered accountancy practice based in the North West, providing accountancy and business advice to a loyal client base across the region. It's a close-knit team that prides itself on building strong, lasting client relationships — the kind of environment where a new manager's input is genuinely felt, not lost in a large hierarchy.
Why This Role Exists
The firm's personal tax client base has grown to the point where it needs a dedicated manager to take proper ownership of it, managing the day-to-day compliance workload while freeing up senior people to focus on higher-value advisory and business development work. It's a role that comes with real scope to grow as the portfolio and the firm's service offering expand.
Responsibilities
- Take full ownership of a portfolio of around 250 personal tax clients and returns.
- Manage compliance deadlines and quality across the portfolio, acting as the main point of contact.
- Build relationships directly with clients, identifying opportunities to add value beyond compliance.
- Develop into trust work, tax planning and Corporation Tax advisory as the role matures.
- Support and review the work of junior team members involved in the portfolio.
- Act as a technical point of reference for personal tax queries within the firm.
Requirements
- ATT, ACA, ACCA, CTA or equivalent qualification (or qualified by experience with strong personal tax expertise).
- Proven experience managing a personal tax portfolio within a practice environment.
- Strong technical grounding in personal tax compliance; exposure to trusts, planning or Corporation Tax is a plus.
- Confident, personable communicator who builds client trust easily.
- Background in accountancy practice (rather than industry/in-house) preferred.
Benefits
- Salary: £Market rate – arrange a confidential discussion with Vaisto Recruitment for salary information.
- Benefits: Competitive package in a supportive, close-knit team environment.
- Progression: Genuine scope to broaden the role into trust work, tax planning and Corporation Tax advisory as you grow into the position.
Tax Manager in Southport employer: Vaisto Recruitment Ltd
At Vaisto Recruitment Ltd, we pride ourselves on being an excellent employer that fosters a collaborative and supportive work culture in the heart of Manchester. Our commitment to employee growth is evident through our mentorship programmes and opportunities for professional development, ensuring that our team members thrive while delivering exceptional personal tax advisory services to a diverse client portfolio. With a competitive salary and a focus on nurturing client relationships, we offer a rewarding environment for those passionate about business development.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager in Southport
✨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 Vaisto Recruitment Ltd, 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 Tax Manager in Southport
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 Vaisto Recruitment Ltd'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 Vaisto Recruitment Ltd. 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 Vaisto Recruitment Ltd!
How to prepare for a job interview at Vaisto Recruitment Ltd
✨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 Vaisto Recruitment Ltd.
✨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 Vaisto Recruitment Ltd. It helps to show our commitment!
