📍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:
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Managing a substantial portfolio of personal tax clients
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Preparing and reviewing approximately 700 personal income tax returns
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Advising clients on personal income tax matters and tax planning opportunities
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Providing guidance on Capital Gains Tax and Inheritance Tax matters
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Preparing and reviewing P11Ds and advising on benefits in kind
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Building strong relationships with clients and acting as a trusted adviser
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Working closely with colleagues across the wider tax and accounts teams
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Ensuring compliance with changing legislation and identifying opportunities to add value to clients
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Supporting process improvements and maintaining high standards of client service
About you:
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Previous experience within personal tax, ideally gained within an accountancy practice environment
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ATT qualified, studying towards ATT or qualified by experience
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Strong technical knowledge of personal taxation, including Capital Gains Tax and Inheritance Tax
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Experience of preparing and reviewing personal tax returns and P11Ds
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Excellent attention to detail and a highly organised approach
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Strong communication skills and the ability to build lasting client relationships
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A proactive, service-focused mindset and the confidence to advise and support clients effectively
What's on offer?
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Salary up to £50,000 depending on experience
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Generous performance-related bonus scheme
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Paid overtime
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Flexible working arrangements
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Ongoing CPD and opportunities for professional development
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Regular team and social events, including summer and Christmas celebrations
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A comprehensive benefits package
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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.