Senior Tax Associate / Tax Manager - Tax Advisory

The Role

Our client is expanding its tax advisory team and is seeking a Senior Tax Associate or Tax Manager to join its Liverpool office.

This is a pure tax advisory role, focused on supporting owner-managed businesses (OMBs) and high-net-worth individuals (HNWIs). There is no routine compliance work, allowing you to focus on delivering high-quality tax advice and developing your technical expertise.

The position can be tailored to suit either an experienced Manager or a strong Senior Associate looking to progress.

Key Responsibilities:

• Deliver tax advisory assignments for OMBs and HNWIs from initial scoping through to final recommendations.
• Advise on areas including:
• Company reorganisations and restructurings
• Share schemes and employee incentives
• Holding company structures
• Inheritance tax and succession planning
• Capital gains tax and business transactions
• Conduct technical research and apply UK tax legislation, HMRC guidance and case law.
• Prepare clear, well-structured reports and recommendations.
• Build and manage client relationships, acting as a trusted adviser.
• Identify planning opportunities and support wider business development initiatives.
• Manage engagements to budget and deadlines.

At Manager level, you will also:

• Take ownership of advisory projects from scoping to delivery.
• Review and develop junior team members.
• Assist with fee proposals and engagement planning.

About You:

• CTA and/or ACA/ACCA qualified, or part-qualified with strong progression towards qualification.
• Experience working with OMBs, HNWIs, or in a corporate tax environment.
• Strong technical knowledge in one or more areas such as restructurings, share schemes, IHT planning, CGT, property taxation, or residence and domicile matters.
• Excellent report-writing, analytical and communication skills.
• Able to manage a varied workload with minimal supervision.
• Previous experience reviewing junior staff and preparing fee proposals would be advantageous.

What's on Offer

• A genuinely advisory-focused role with exposure to complex tax planning work.
• Direct access to senior leadership and experienced tax professionals.
• Clear career progression within a growing tax team.
• Study support for candidates working towards CTA, ACA or ACCA qualifications.
• Investment in technology and AI tools to support efficient delivery of advisory work.
• Competitive salary and benefits package, dependent on experience and level.