Personal Tax Manager

Carlisle or Workington

Full Time Permanent

Are you an experienced Personal Tax professional looking for an opportunity to join a highly respected firm where your expertise is valued and you can build a long-term career?

We're recruiting on behalf of a highly regarded, long-established accountancy and business advisory firm with an excellent reputation across Cumbria. Known for building lasting relationships with both clients and employees, this is a business where people genuinely enjoy what they do, support one another and build rewarding careers.

This is a fantastic opportunity to take ownership of a well-established personal tax portfolio within a friendly and collaborative team. You'll play a key role in delivering expert advice and exceptional service to a broad range of clients, including company directors, business owners and high-net-worth individuals.

The role:

• Managing a substantial portfolio of personal tax clients

• Preparing and reviewing approximately 700 personal income tax returns

• Advising clients on personal income tax matters and tax planning opportunities

• Providing guidance on Capital Gains Tax and Inheritance Tax matters

• Preparing and reviewing P11Ds and advising on benefits in kind

• Building strong relationships with clients and acting as a trusted adviser

• Working closely with colleagues across the wider tax and accounts teams

• Ensuring compliance with changing legislation and identifying opportunities to add value to clients

• Supporting process improvements and maintaining high standards of client service

About you:

• Previous experience within personal tax, ideally gained within an accountancy practice environment

• ATT qualified, studying towards ATT or qualified by experience

• Strong technical knowledge of personal taxation, including Capital Gains Tax and Inheritance Tax

• Experience of preparing and reviewing personal tax returns and P11Ds

• Excellent attention to detail and a highly organised approach

• Strong communication skills and the ability to build lasting client relationships

• A proactive, service-focused mindset and the confidence to advise and support clients effectively

What's on offer?

• Salary up to £50,000 depending on experience

• Generous performance-related bonus scheme

• Paid overtime

• Flexible working arrangements

• Ongoing CPD and opportunities for professional development

• Regular team and social events, including summer and Christmas celebrations

• A comprehensive benefits package

• The opportunity to join a highly regarded, people-focused business where your contribution is genuinely valued

If you're looking for a personal tax opportunity that offers variety, autonomy and the chance to develop your career within a highly respected and supportive firm, we'd love to hear from you.