Tax Manager

Vaisto Recruitment Ltd; Sefton; On-site; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Competitive package

Close-knit team environment

Job summary

Vaisto Recruitment Ltd in Southport is seeking a Tax Senior / Tax Manager to take full ownership of a substantial personal tax portfolio within an independently-run, well-regarded chartered accountancy firm.

You will have genuine autonomy from day one and a clear path to broaden into trust work, tax planning and Corporation Tax as you settle in. This role suits a proactive leader eager to shape their portfolio in a close-knit firm.

Qualifications

• Proven experience managing a personal tax portfolio within a practice.
• Strong personal tax compliance knowledge; exposure to trusts, planning or Corporation Tax is a plus.
• Background in accountancy practice preferred.

Responsibilities

• Take full ownership of a portfolio of around 250 personal tax clients and returns.
• Manage compliance deadlines and quality; main client contact.
• Develop into trust work, tax planning and corporate tax advisory as the role matures.

Skills

Portfolio ownership

Client advisory

Team leadership

Education

ATT/ACA/ACCA/CTA

Job description

Tax Senior / Tax Manager, Southport, Salary: £Negotiable dependent on experience

This is a chance to take full ownership of a substantial personal tax portfolio at an independently-run, well-regarded chartered accountancy firm.

You'll step into a role with genuine autonomy from day one, and a clear path to broaden into trust work, tax planning and Corporation Tax as you settle in.

Tax Senior / Tax Manager - This Role Is Ideal For

• A Tax Manager who is ready to run a sizeable portfolio (around 250 clients) as their own, rather than servicing one that belongs to someone else.
• Someone who wants their remit to grow beyond compliance — into trust work, advisory and planning
• A candidate who values a smaller, close-knit firm where they'll be known and can shape how their portfolio and career development, rather than being one of many managers in a large practice.

Tax Senior / Tax Manager - About the Firm

This firm is an independently-run chartered accountancy practice based in the North West, providing accountancy and business advice to a loyal client base across the region. It's a close-knit team that prides itself on building strong, lasting client relationships — the kind of environment where a new manager's input is genuinely felt, not lost in a large hierarchy.

Tax Senior / Tax Manager - Why This Role Exists

The firm's personal tax client base has grown to the point where it needs a dedicated manager to take proper ownership of it, managing the day-to-day compliance workload while freeing up senior people to focus on higher-value advisory and business development work. It's a role that comes with real scope to grow as the portfolio and the firm's service offering expand.

Tax Manager - Responsibilities

Portfolio leadership:

• Take full ownership of a portfolio of around 250 personal tax clients and returns.
• Manage compliance deadlines and quality across the portfolio, acting as the main point of contact.

Client advisory:

• Build relationships directly with clients, identifying opportunities to add value beyond compliance.
• Develop into trust work, tax planning and Corporation Tax advisory as the role matures.

Leadership & team development:

• Support and review the work of junior team members involved in the portfolio.
• Act as a technical point of reference for personal tax queries within the firm.

Tax Manager - Requirements

• ATT, ACA, ACCA, CTA or equivalent qualification (or qualified by experience with strong personal tax expertise).
• Proven experience managing a personal tax portfolio within a practice environment.
• Strong technical grounding in personal tax compliance; exposure to trusts, planning or Corporation Tax is a plus.
• Confident, personable communicator who builds client trust easily.
• Background in accountancy practice (rather than industry/in-house) preferred.

Tax Manager - Benefits

Salary: £Market rate - arrange a confidential discussion with Vaisto Recruitment for salary information.

• Benefits: Competitive package in a supportive, close-knit team environment.

Progression: Genuine scope to broaden the role into trust work, tax pla