At a Glance
- Tasks: Manage client tax affairs and provide proactive tax planning advice.
- Company: Respected boutique accountancy practice in Carlisle with a strong client focus.
- Benefits: Competitive salary, excellent benefits, hybrid working, and career progression opportunities.
- Other info: Collaborative environment with genuine scope for leadership growth.
- Why this job: Join a senior role where you can influence tax advisory direction and support junior staff.
- Qualifications: ACA/ACCA/CTA qualified or equivalent experience in UK personal and corporate tax.
The predicted salary is between 51750 - 63250 £ per year.
Tax Manager - Accountancy Practice (Private Client & Business Tax) Carlisle - Cumbria Competitive Salary + Excellent Benefits
About the Company
We are partnering with 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
- Client Tax Management & Advisory
- 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
- Compliance & Technical Delivery
- 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
- Client Service & Relationship Management
- 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
- Leadership & Team Contribution
- 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
- Process & Continuous Improvement
- 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
18 Jun 2026 2107_1781867485 Tax Manager - Practice £50000 - £65000 per annum Carlisle, Cumbria employer: W Talent
W Talent is an exceptional employer that values its employees by offering a dynamic work culture and opportunities for professional growth within the property sector. With a focus on compliance and high standards, employees are empowered to make impactful decisions while enjoying the flexibility of a field-based role across the vibrant South Mids/North London region. The company fosters collaboration with internal teams and external contractors, ensuring a supportive environment where innovative solutions thrive.
