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: Opportunity 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.
The predicted salary is between 40000 - 50000 £ per year.
A competitive salary and excellent benefits are offered for the Tax Manager position in an accountancy practice based in Carlisle, Cumbria.
About the Company
W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. 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.
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.
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.
- 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.
- 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.
Tax Manager - Practice in Carlisle employer: W Talent
W Talent Finance is an exceptional employer, offering a competitive salary and an excellent benefits package within a respected boutique accountancy practice in Carlisle. The firm fosters a supportive and collaborative work culture, providing significant opportunities for professional growth and development, particularly for those looking to influence tax advisory direction and mentor junior staff. With a strong emphasis on client relationships and proactive service delivery, employees can expect a rewarding career in a dynamic environment that values their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - Practice in Carlisle
✨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 W Talent, 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 - Practice in Carlisle
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 W Talent'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 W Talent. 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 W Talent!
How to prepare for a job interview at W Talent
✨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 W Talent.
✨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 W Talent. It helps to show our commitment!
