Tax Manager - Practice

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

Carlisle, Cumbria

Competitive Salary + Excellent Benefits

As Tax Manager, you will manage a varied portfolio of personal and corporate tax clients, delivering high‑quality compliance work and 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 client‑facing, technically focused role combines hands‑on tax work with advisory input and team leadership 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.

• 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.

• 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.