Private Client Tax Manager, Kendal

Ready to take the next step in your Private Client Tax career and lead complex advisory work?

We’re looking for an experienced Private Client Tax Manager to join a growing national Tax Consultancy team, based in Kendal. You’ll work with a varied portfolio of private clients, leading tax advisory projects, building trusted client relationships and providing specialist advice across areas including Agricultural Tax and Trust matters.

With the opportunity to collaborate with tax professionals across multiple offices, this is an exciting role for someone looking to develop their expertise and make an impact within a growing team.

What we can offer you
● Competitive salary
● Salary Sacrifice Employer Contribution Pension Scheme including Life Cover and Income Protection
● Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
● Smart Working Policy, giving you the ability to balance home and remote working
● Employee Assistance Programme (24/7 confidential support for wellbeing and health)
● Paid flu jabs and eye tests
● Introductory Commission Scheme (financial reward if you refer a new client)
● Employee Referral Scheme. Enabling you to claim up to £2,500 for each referral
● Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
● Paid professional membership fees

Your responsibilities as a Private Client Tax Manager
You’ll take the lead on a range of tax advisory projects, working directly with clients to understand their requirements and deliver high-quality, commercially focused advice. You’ll provide guidance across specialist areas while ensuring clients receive an outstanding level of service throughout each engagement.

You’ll be responsible for managing advisory projects from initial planning through to completion, coordinating workloads and ensuring work is delivered accurately and efficiently. You’ll build strong, trusted relationships with clients, identifying their evolving tax requirements and potential opportunities for additional advisory support.

Working collaboratively across the wider firm, you’ll communicate clearly with clients and internal stakeholders and partner with colleagues across different teams and offices to bring together the appropriate expertise. You’ll help ensure projects are coordinated effectively, deadlines are achieved and consistently high standards of technical advice and client service are maintained.

Requirements
You will ideally be CTA qualified, with proven experience leading tax advisory projects and working directly with clients to deliver an outstanding level of service. Knowledge of Agricultural Tax and Trust matters would be highly advantageous, along with the confidence to provide advice across these specialist areas. You’ll bring excellent written and verbal communication skills, with the ability to build strong relationships with both clients and colleagues across the firm.

A collaborative approach and strong teamwork skills are essential, as you’ll work closely with teams across multiple offices. A full UK driving licence is essential for this position.

Apply now!