Personal Tax Assistant Manager

Sedulo; Glasgow; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

26 days' holiday

Flexible working hours

Health and wellbeing benefits

Learning and development opportunities

Family-friendly policies

Travel and lifestyle perks

Job summary

Sedulo is seeking a Personal Tax Manager in Glasgow to lead a team focused on delivering exceptional personal tax compliance services. You will manage a portfolio, train junior team members, and prepare self-assessment tax returns to a high standard. The role requires a qualified ATT or CTA with at least 3 years of experience in a private practice setting, strong communication skills, and the ability to foster client relationships. Sedulo offers 26 days of holiday, flexible working, health benefits, and professional development opportunities.

Qualifications

• Minimum of 3 years' experience within a private practice tax environment.
• Experience of supervising junior team members and providing constructive feedback.
• Strong attention to detail and organizational skills.

Responsibilities

• Manage a portfolio of personal tax compliance to meet filing deadlines.
• Train junior members of the tax team and review their work.
• Prepare high-quality self-assessment tax returns.

Skills

Managing client relationships

Strong written communication

Supervising junior team members

Process improvement mindset

Education

Qualified ATT or CTA

Job description

Role Purpose

Working closely with the UK Personal Tax team you will be responsible for managing and supervising members of the personal tax team in order to deliver a world class personal tax compliance service to clients.

Role Objectives

• Managing a portfolio of personal tax compliance to meet filing deadlines.
• Managing, supervising and training junior members of the tax team with the ability to review work to a high standard.
• Undertaking meetings with new and existing clients to develop and maintain excellent working relationships, identifying advisory opportunities including provision of share schemes, inheritance tax and capital gains tax planning and referrals within the wider business.
• Working closely with the corporation tax compliance team to obtain information required to complete clients' self-assessment tax returns.
• Preparing self-assessment tax returns to a high-quality standard, providing an all-round service with the emphasis on each client's individual requirements.
• Demonstration of knowledge with regards to P11Ds, tax credits, tax codes, pension relief, gift aid relief claims for charities and dealing with HMRC Compliance.
• Completion of self-employed accounts and schedules of income from property.
• Be comfortable with and able to travel around the Glasgow/Kilmarnock region to work with colleagues across two office sites and meet with clients.

Your knowledge, skills and experience

• Qualified ATT or CTA (or both) with a minimum of 3 years' experience within a private practice tax environment (part qualified will be considered if experience requirement met).
• Robust post qualification experience in a private practice tax environment.
• Technically strong with a passion for knowledge and the ability to think creatively.
• Demonstrable experience of successfully managing client relationships and building internal networks to deliver a service that is beyond expectation.
• Experience of supervising junior team members and carrying out in-depth reviews, providing constructive feedback to support professional and technical development.
• Strong written communication skills, demonstrating excellent attention to detail and report writing skills.
• Organised with excellent time management skills to ensure all deadlines are met.
• Process improvement mindset to ensure the personal tax team continues to deliver a world class service.
• Comfortable with Networking and Business Development.

What we offer

We're committed to supporting our people both professionally and personally. Our benefits are designed to help you thrive inside and outside of work:

• 26 days' holiday per year (including your birthday as a paid day off), plus all public bank holidays and two paid volunteering days.
• Flexible & Hybrid Working: Enjoy flexible working hours with core hours between 10am and 4pm, and the option to work remotely for up to 20% of your working week. You can also work abroad for up to one month per year and flex up to 2 of your UK bank holidays to suit your personal beliefs or preferences.
• Financial Security & Support: Pension scheme with Royal London, plus free access to financial and mortgage advice, life insurance cover, and income protection from day one.
• Health & Wellbeing: Access a range of discounted health, wellbeing, and retail benefits to help you stay healthy and make the most of your downtime through Help@Hand, Medicash and Zest.
• Learning & Development: Continuous professional and personal development opportunities to support your career growth.
• Culture & Community: Enjoy access to our exclusive members' club facilities, including complimentary breakfast and refreshments, regular social and networking events, and our legendary annual Christmas trip abroad.
• Family-Friendly Policies: Enhanced maternity and paternity leave with additional family friendly policies to support you.
• Travel & Lifestyle Perks: Annual travel ticket loan, Cycle to Work Scheme, and access to our salary sacrifice Electric Vehicle scheme through Octopus EV.