Tax Manager - Practice

Tax Manager - Accountancy Practice (Private Client & Business Tax)

Carlisle - Cumbria

Competitive Salary + Excellent Benefits

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. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established independent practices, delivering tailored talent solutions that drive business performance.

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

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.