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.
Jul 31, 2026
Full time
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.
Client Relationship Manager - Accountancy Practice 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 , supporting a broad portfolio of owner-managed and family businesses across Cumbria and the wider region. The firm delivers a fully integrated service offering spanning accountancy, tax planning, profit improvement, and long-term wealth and asset advisory. This is a client-focused, advisory-led environment where relationships, commercial insight, and proactive advice sit at the centre of the service model. The Role As Client Relationship Manager, you will take ownership of a portfolio of owner-managed and family business clients, acting as their trusted adviser and primary point of contact. This is a hybrid role combining high-quality compliance delivery with proactive advisory support. You will work closely with business owners to improve profitability, manage tax efficiently, and support wider financial and strategic decision-making. Alongside client management responsibilities, you will play a key role in identifying opportunities for added value, supporting the development of advisory services, and ensuring clients receive a consistently high level of service aligned with the firm's boutique positioning. This is an excellent opportunity for a commercially minded practice professional looking to move into a more advisory-focused, relationship-led role within a respected regional practice. Key Responsibilities Manage a portfolio of 50-100 owner-managed and family business clients, acting as the primary relationship contact Build strong, long-term client relationships through regular communication and structured review meetings Deliver a high-quality blend of compliance and advisory services tailored to client needs Oversee preparation and review of accounts, business tax computations, and VAT returns Ensure work is delivered accurately, efficiently, and within agreed deadlines and budgets Provide proactive advice on improving profitability, cash flow, and business performance Identify tax planning opportunities and support effective tax mitigation strategies Contribute to discussions around business structure, growth, and long-term planning Support delivery of management information, dashboards, and performance insight reporting Identify opportunities for additional advisory services within the client portfolio Maintain high-quality client files and ensure robust technical standards are met Work collaboratively with Directors and the wider team on client delivery and projects Contribute to process improvement and the adoption of more efficient working practices Stay up to date with relevant tax, accounting, and regulatory developments About You ACA or ACCA qualified, or qualified by experience within UK practice Strong background in general practice, accounts, and business tax Proven experience managing client relationships or a portfolio of clients Confident working directly with business owners and senior stakeholders Strong technical knowledge of accounts and tax compliance Commercially aware with a genuine interest in business performance and advisory work Strong communication skills with a proactive, client-focused approach Organised, self-motivated, and able to manage multiple priorities effectively Interest in developing advisory and value-added client services What's on Offer Competitive salary with excellent benefits package Opportunity to work within a boutique, advisory-led practice in Carlisle Direct exposure to owner-managed and family business clients across the region Genuine opportunity to develop into a more senior advisory role over time Supportive and collaborative working environment Strong focus on client value, quality, and professional development Flexible and hybrid 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.
Jul 31, 2026
Full time
Client Relationship Manager - Accountancy Practice 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 , supporting a broad portfolio of owner-managed and family businesses across Cumbria and the wider region. The firm delivers a fully integrated service offering spanning accountancy, tax planning, profit improvement, and long-term wealth and asset advisory. This is a client-focused, advisory-led environment where relationships, commercial insight, and proactive advice sit at the centre of the service model. The Role As Client Relationship Manager, you will take ownership of a portfolio of owner-managed and family business clients, acting as their trusted adviser and primary point of contact. This is a hybrid role combining high-quality compliance delivery with proactive advisory support. You will work closely with business owners to improve profitability, manage tax efficiently, and support wider financial and strategic decision-making. Alongside client management responsibilities, you will play a key role in identifying opportunities for added value, supporting the development of advisory services, and ensuring clients receive a consistently high level of service aligned with the firm's boutique positioning. This is an excellent opportunity for a commercially minded practice professional looking to move into a more advisory-focused, relationship-led role within a respected regional practice. Key Responsibilities Manage a portfolio of 50-100 owner-managed and family business clients, acting as the primary relationship contact Build strong, long-term client relationships through regular communication and structured review meetings Deliver a high-quality blend of compliance and advisory services tailored to client needs Oversee preparation and review of accounts, business tax computations, and VAT returns Ensure work is delivered accurately, efficiently, and within agreed deadlines and budgets Provide proactive advice on improving profitability, cash flow, and business performance Identify tax planning opportunities and support effective tax mitigation strategies Contribute to discussions around business structure, growth, and long-term planning Support delivery of management information, dashboards, and performance insight reporting Identify opportunities for additional advisory services within the client portfolio Maintain high-quality client files and ensure robust technical standards are met Work collaboratively with Directors and the wider team on client delivery and projects Contribute to process improvement and the adoption of more efficient working practices Stay up to date with relevant tax, accounting, and regulatory developments About You ACA or ACCA qualified, or qualified by experience within UK practice Strong background in general practice, accounts, and business tax Proven experience managing client relationships or a portfolio of clients Confident working directly with business owners and senior stakeholders Strong technical knowledge of accounts and tax compliance Commercially aware with a genuine interest in business performance and advisory work Strong communication skills with a proactive, client-focused approach Organised, self-motivated, and able to manage multiple priorities effectively Interest in developing advisory and value-added client services What's on Offer Competitive salary with excellent benefits package Opportunity to work within a boutique, advisory-led practice in Carlisle Direct exposure to owner-managed and family business clients across the region Genuine opportunity to develop into a more senior advisory role over time Supportive and collaborative working environment Strong focus on client value, quality, and professional development Flexible and hybrid 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.
Trainee Paralegal Residential Conveyancing/Commercial Property Location: Coventry city centre Salary up to £27,000 per annum About the firm: The firm have been established for over 100 years. They are a well-known, reputable name throughout Coventry and Warwickshire, enjoying a wealth of repeat business and excellent reviews from satisfied clients. They are a highly respected firm with STEP, Lexcel and CQS accreditations and are recognised by the Legal 500. This is the perfect time to join this growing, ever-evolving law firm. They have recently opened another new office in Warwickshire and have made several key promotions, appointing some experienced, highly talented people within the firm into Directorship roles, and making some positive changes, with a huge investment in technology, and enhancements to their already generous benefits package. The firm are committed to their employees wellbeing and career development, and have a very friendly, collaborative, open door culture, rewarding individual efforts in an environment where you re never just a number. What you ll be doing: The role will involve: Providing administrative support to fee earners across both the Residential Conveyancing and Commercial Property teams Liaising with clients by phone, email and face to face Use of a legal case management system and the land registry portal File opening, copying and scanning of legal documents Who we re looking for: Suitable candidates will have: A minimum of 12 months experience supporting a conveyancing or commercial property team Experience of using a legal case management system Law degree (preferred) A desire to establish a long-term career within conveyancing Excellent communication skills and client care skills What s on offer: This is a full-time permanent job which is fully office-based, working 9am to 5:15pm Monday to Friday. This is a support role, offering progression after around 18 months. Benefits include: 23 days annual leave, rising to 28 days with length of service, plus UK bank holidays Your birthday off Additional paid leave over the Christmas shut down period Full induction training Regular in-house compliance training Opportunities to participate in charity fundraising activities and events Free or subsidised legal services Company sick pay Long service awards Eye care vouchers Free flu jabs Cycle to work scheme Holiday purchase scheme Discounts to Merlin Attractions including Alton Towers, Sea Life Centre, Warwick Castle, Cadbury World, Legoland and more. Note : Salary stated is given as a guideline in line with market rate and will be commensurate with experience and qualifications. The information given above is correct to the best of our knowledge. For more information, please contact Tracey at Talentwise Solutions Legal Recruitment About Talentwise Solutions Legal Recruitment Talentwise Solutions Legal Recruitment is a family-run, boutique recruitment agency specialising in legal professional and legal support jobs throughout Coventry and Warwickshire, Birmingham and the Midlands. We offer a tailored service, to find the right role and the right cultural fit for our candidates, and rest assured we will never forward your CV to any firm without first gaining your consent. About Your Consultant Tracey is the Owner and Managing Director of Talentwise Solutions Legal Recruitment, where her focus is on offering a prestigious, consultative, open, and honest service the way she believes recruitment should be! Tracey s passion for recruitment in the legal sector goes back over thirty years, and today it s stronger than ever. Tracey prides herself on her personalised approach to recruiting and will be on hand to guide you through every stage of the process from initial application through to job offer. You know your career is in great hands with Tracey s experience and expertise. Know anyone who might be interested ? We offer generous bonuses up to £500 for successful referrals. Conditions apply - contact us or view our website for details.
Jul 29, 2026
Full time
Trainee Paralegal Residential Conveyancing/Commercial Property Location: Coventry city centre Salary up to £27,000 per annum About the firm: The firm have been established for over 100 years. They are a well-known, reputable name throughout Coventry and Warwickshire, enjoying a wealth of repeat business and excellent reviews from satisfied clients. They are a highly respected firm with STEP, Lexcel and CQS accreditations and are recognised by the Legal 500. This is the perfect time to join this growing, ever-evolving law firm. They have recently opened another new office in Warwickshire and have made several key promotions, appointing some experienced, highly talented people within the firm into Directorship roles, and making some positive changes, with a huge investment in technology, and enhancements to their already generous benefits package. The firm are committed to their employees wellbeing and career development, and have a very friendly, collaborative, open door culture, rewarding individual efforts in an environment where you re never just a number. What you ll be doing: The role will involve: Providing administrative support to fee earners across both the Residential Conveyancing and Commercial Property teams Liaising with clients by phone, email and face to face Use of a legal case management system and the land registry portal File opening, copying and scanning of legal documents Who we re looking for: Suitable candidates will have: A minimum of 12 months experience supporting a conveyancing or commercial property team Experience of using a legal case management system Law degree (preferred) A desire to establish a long-term career within conveyancing Excellent communication skills and client care skills What s on offer: This is a full-time permanent job which is fully office-based, working 9am to 5:15pm Monday to Friday. This is a support role, offering progression after around 18 months. Benefits include: 23 days annual leave, rising to 28 days with length of service, plus UK bank holidays Your birthday off Additional paid leave over the Christmas shut down period Full induction training Regular in-house compliance training Opportunities to participate in charity fundraising activities and events Free or subsidised legal services Company sick pay Long service awards Eye care vouchers Free flu jabs Cycle to work scheme Holiday purchase scheme Discounts to Merlin Attractions including Alton Towers, Sea Life Centre, Warwick Castle, Cadbury World, Legoland and more. Note : Salary stated is given as a guideline in line with market rate and will be commensurate with experience and qualifications. The information given above is correct to the best of our knowledge. For more information, please contact Tracey at Talentwise Solutions Legal Recruitment About Talentwise Solutions Legal Recruitment Talentwise Solutions Legal Recruitment is a family-run, boutique recruitment agency specialising in legal professional and legal support jobs throughout Coventry and Warwickshire, Birmingham and the Midlands. We offer a tailored service, to find the right role and the right cultural fit for our candidates, and rest assured we will never forward your CV to any firm without first gaining your consent. About Your Consultant Tracey is the Owner and Managing Director of Talentwise Solutions Legal Recruitment, where her focus is on offering a prestigious, consultative, open, and honest service the way she believes recruitment should be! Tracey s passion for recruitment in the legal sector goes back over thirty years, and today it s stronger than ever. Tracey prides herself on her personalised approach to recruiting and will be on hand to guide you through every stage of the process from initial application through to job offer. You know your career is in great hands with Tracey s experience and expertise. Know anyone who might be interested ? We offer generous bonuses up to £500 for successful referrals. Conditions apply - contact us or view our website for details.
