Personal Tax Assistant Manager

Sedulo; Liverpool; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A professional services firm located in Liverpool is seeking a qualified individual to lead their personal tax team. The role involves managing tax compliance and mentoring junior staff while ensuring strong client relationships. The ideal candidate will hold a relevant qualification (ATT or CTA) and have substantial experience in tax. This position not only offers a competitive salary but also excellent benefits like flexible working, 26 days of annual leave, and personal development opportunities.

Benefits

26 days' holiday plus bank holidays

Flexible and hybrid working

Access to financial advice

Health and wellbeing benefits

Continuous professional development

Family-friendly policies

Travel and lifestyle perks

Qualifications

• Experience within a private practice tax environment is highly valued.
• Strong written communication and report writing skills are essential.
• Robust post qualification experience is required.

Responsibilities

• Manage a portfolio of personal tax compliance and meet filing deadlines.
• Supervise and train junior tax team members.
• Prepare self-assessment tax returns to a high-quality standard.

Skills

Client relationship management

Attention to detail

Time management

Networking

Education

Qualified ATT or CTA

Job description

About us

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

Working with our clients to transform their business and personal finances. Connecting and contributing to the business community in the cities we are located in. Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation. Being a great place to work and develop your career.

We are looking for people to join the team who want to deliver beyond expectation and get results. Whether this be through embracing feedback, creating fulfilling relationships with colleagues and clients, being genuinely interested in their work, or by simply being the best version of themselves. At Sedulo, we know how important it is to create an environment for positive change, both in work and in the communities we work within. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. You can make an impact at Sedulo, not only through delivering amazing work, but also through participating in the charity campaigns we run throughout the year. Alongside all of this, our events team ensure we also have a lot of fun – with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values: Personable, Integrity, Holistic, Innovative and Delivery Beyond Expectation.

Role Purpose

Working closely with the Head of Personal Tax 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.

Your knowledge, skills and experience

• Qualified ATT or CTA (or both) with some 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.

Sedulo Group requests that recruitment agencies do not speculatively submit CVs to any employee or associate of our company unless explicitly asked to do so by our People & Culture Director.

Any CVs sent to any member of our team on a speculative basis will not be recognised. We will not accept liability for any fee or commission should we subsequently employ a candidate who applied to us directly or was introduced by an instructed agency that may also have been submitted speculatively by an uninstructed agency.

In the event that an uninstructed agency's correspondence includes a disclaimer indicating otherwise, our policy will prevail.

Our aim is to encourage and support all applicants during the application process, if you have any reasonable adjustments that you will require, please do not hesitate to get in touch via [e-mail].