At a Glance
- Tasks: Manage client tax affairs and provide proactive tax planning advice.
- Company: Join a respected boutique accountancy practice in Carlisle.
- Benefits: Competitive salary, excellent benefits, and hybrid working options.
- Other info: Genuine scope for progression into senior leadership roles.
- Why this job: Make a real impact on client outcomes and develop junior staff.
- Qualifications: ACA/ACCA/CTA qualified or equivalent tax experience required.
A highly regarded and well-established boutique accountancy practice based in Carlisle, specialising in supporting owner-managed businesses, family companies, and private clients. The firm provides a full suite of services including tax compliance, tax planning, business advisory, and long-term wealth support. Their approach is proactive and relationship-led, with a strong emphasis on minimising tax liabilities while delivering clear, practical advice to clients.
This is an excellent opportunity to join a respected regional practice in a senior tax-focused role with real influence over client outcomes and internal development.
The Role
As Tax Manager, you will take responsibility for managing a varied portfolio of personal and corporate tax clients, delivering high-quality compliance work alongside proactive tax planning advice. You will play a key role within the senior management team, supporting the Managing Director in delivering the firm's business plan while also contributing to the development of junior staff and continuous improvement of tax processes. This is a client-facing, technically focused role that combines hands-on tax work with advisory input and team leadership responsibilities.
Key Responsibilities
- Manage all aspects of client tax affairs including income tax, corporation tax, capital gains tax, VAT, and inheritance tax
- Prepare and review personal and business tax returns and computations
- Provide proactive tax planning advice to minimise client tax liabilities
- Undertake year-end tax reviews and pre-year-end tax planning meetings
- Liaise directly with HMRC on behalf of clients
- Ensure full compliance with current tax legislation and HMRC practice
- Deliver accurate and timely tax computations, claims, and submissions
- Review client files and ensure all work is completed to a high technical standard
- Maintain up-to-date knowledge of tax legislation and regulatory changes
- Ensure all statutory deadlines are met consistently
- Support accounts teams with tax input during year-end processes
- Deliver a high standard of client service across all interactions
- Respond to client queries promptly and professionally
- Attend and support client meetings, including preparation of tax positions and estimates
- Maintain strong ongoing relationships with clients and internal stakeholders
- Support, train, and mentor junior members of the tax and accounts team
- Contribute to internal training and knowledge sharing sessions
- Attend senior management meetings and contribute to operational discussions
- Support the Managing Director in delivering the firm's annual business plan
- Help improve internal processes, communication, and efficiency across the practice
- Support the development of more efficient workflows and reporting structures
- Contribute to improvements in client onboarding, review, and delivery processes
- Assist in implementing best practice across tax compliance and advisory work
- Support the adoption of systems and processes that improve service delivery
About You
- ACA / ACCA / CTA qualified, or equivalent tax experience within practice
- Strong background in UK personal and/or corporate tax
- Experience managing client relationships and tax portfolios
- Confident advising clients directly on tax planning matters
- Strong technical knowledge of HMRC rules and UK tax legislation
- Comfortable reviewing work and supporting junior team members
- Strong communication and interpersonal skills
- Organised, proactive, and able to manage competing priorities effectively
- Commercially aware with a client-focused mindset
What's on Offer
- Competitive salary and benefits package
- Senior tax role within a respected boutique practice in Carlisle
- Strong client exposure across a varied owner-managed and private client portfolio
- Opportunity to influence tax advisory direction within the firm
- Supportive and collaborative leadership team
- Genuine scope for progression into more senior leadership roles
- Hybrid/flexible working available for the right candidate
How to Apply
To apply for this position, please submit your CV via this website or contact W Talent Finance directly for a confidential discussion.
Tax Manager - Practice in Bath employer: W Talent
W Talent Finance is an exceptional employer, offering a competitive salary and excellent benefits within a respected boutique accountancy practice in Carlisle. The firm fosters a supportive and collaborative work culture, providing ample opportunities for professional growth and progression into senior leadership roles, while allowing for hybrid and flexible working arrangements. Employees enjoy strong client exposure and the chance to influence tax advisory direction, making it a rewarding environment for those seeking meaningful and impactful careers.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - Practice in Bath
✨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 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 knowledge of UK tax legislation and your experience managing client relationships. They want to see you shine!
✨Tip Number 3
Prepare for interviews by practising common questions related to tax compliance and advisory work. Think about how you can demonstrate your proactive approach to minimising tax liabilities and improving processes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our team.
We think you need these skills to ace Tax Manager - Practice in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Tax Manager role. Highlight your qualifications like ACA, ACCA, or CTA, and any relevant tax experience you have in practice.
Showcase Your Client Management Skills:Since this role involves managing client relationships, be sure to include examples of how you've successfully handled client portfolios and provided proactive tax planning advice in your application.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language to describe your experiences and achievements, making it easy for us to see why you're a great fit for the team.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at W Talent
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal and corporate tax. Be ready to discuss recent changes in tax legislation and how they might impact clients. This will show that you're not just technically sound but also proactive in staying updated.
✨Client-Centric Mindset
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you provided proactive tax planning advice or resolved complex issues. This will demonstrate your ability to deliver high-quality client service.
✨Showcase Leadership Skills
Since this role involves mentoring junior staff, be ready to talk about your experience in training or leading teams. Share instances where you've contributed to team development or improved processes, as this aligns with the firm's focus on internal growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax compliance and advisory work. Inquire about their strategies for client onboarding and how they ensure continuous improvement. This shows your genuine interest in the firm and its operations.
