Private Client Tax Manager

Are you an experienced Private Client Tax professional ready to take the next step in your career? This is an outstanding opportunity to join a highly regarded firm of Chartered Accountants in Carlisle offering flexible working, a company pension, and much more! The firm prides itself on delivering tailored tax solutions to a diverse client base while fostering a supportive and progressive working environment. This Private Client Tax Manager role offers genuine scope for career progression and professional development within a well-established and forward-thinking practice.

Crowe Watson Recruitment is proud to be partnering with this reputable firm to identify a talented Private Client Tax Manager who can play a key role in leading client relationships and delivering high-quality tax advisory and compliance services. Known for our specialist expertise in accountancy practice recruitment, Crowe Watson is committed to matching exceptional candidates with firms where they can truly thrive. This is an excellent opportunity to join a team that values technical excellence, client care, and long-term career growth.

The successful candidate will manage a varied portfolio of private clients, including high-net-worth individuals, trusts, and estates, providing both compliance and advisory services. You will work closely with senior leadership, contribute to business development initiatives, and support the development of junior staff. This role is ideal for a motivated individual seeking a leadership position within a respected Carlisle-based accountancy practice.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.

• Managing a portfolio of private clients, including HNWIs, trusts, and estates
• Providing tax compliance and advisory services tailored to client needs
• Reviewing tax returns and ensuring compliance with UK tax legislation
• Building and maintaining strong client relationships
• Supporting and mentoring junior members of the team
• Assisting with business development and identifying new opportunities

• CTA, ACA, or ACCA qualified (or equivalent)
• Must have a minimum of 4 years previous experience working within a UK Practice environment
• Strong technical knowledge of UK private client tax
• Excellent communication and client management skills
• Ability to manage workloads effectively and meet deadlines
• A proactive and commercially aware approach