Personal Tax Manager - Liverpool

Personal Tax Manager, Independent Accountancy Firm

Liverpool
£50,000 - £65,000 + Benefits + Hybrid Working
Do you want to manage a high-quality private client portfolio with real advisory scope?
Looking for a role where you're treated as a trusted adviser, not just a compliance manager?
Enjoy building long-term client relationships in a growing Liverpool team?

Benefits:

• £65,000 - £75,000 salary depending on experience
• Hybrid working and flexible hours
• Clear progression pathway into Senior Manager and beyond

Your new firm:

Our client is a highly regarded, fast-growing independent accountancy practice with an excellent reputation across the North West.
Following continued expansion and increasing demand from entrepreneurial and private clients, they are now looking to strengthen their Personal Tax offering in Liverpool.
Led by experienced Partners with a strong advisory focus, this is an opportunity to join a modern, ambitious team with genuine scope for career progression.

Your new role:

As a Personal Tax Manager, you'll be working closely with Partners and senior stakeholders, delivering personal tax compliance and advisory services to a varied and high-quality client base.
Clients include HNWIs, business owners, directors, trusts and families, and the role offers the chance to get involved in planning projects alongside portfolio management.
You will play a key role in supporting and developing junior team members, while acting as a trusted adviser to your clients.

Key responsibilities include:

• Managing a portfolio of personal tax clients, ensuring compliance deadlines are met
• Reviewing self-assessment tax returns and complex personal tax matters
• Providing advisory support on areas such as IHT, CGT and succession planning
• Acting as a key point of contact for client queries and relationship management
• Supporting and mentoring junior staff within the private client team
• Assisting Partners with technical planning projects and business development

To be successful in this role, you'll need:

• Strong experience in personal tax compliance within practice
• Exposure to advisory work and a consultative, client-first mindset
• ATT and/or CTA qualification (or qualified by experience)
• Confidence managing relationships with HNW and entrepreneurial clients

Benefits:

• £65,000 - £75,000 salary depending on experience
• Hybrid working and flexibility
• Excellent progression and development opportunities

Want to find out more? Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.