Personal Tax Assistant Manager/Manager

BHP, Chartered Accountants; Cleckheaton; On-site; GBP 45,000 - 65,000; Full time

Job summary

Sumer is seeking a Personal Tax Manager to oversee a portfolio of personal tax clients in Cleckheaton. You will ensure timely self-assessment and tax return filings while delivering proactive, cost-effective tax advice and advisory work as needed.

You will review work from junior staff, manage WIP, mentor colleagues, and contribute to practice development, staying up to date with tax legislation and HMRC procedures.

Qualifications

• Qualified by experience, or ACA, ATT or CTA.
• At least three years’ experience in personal tax work.
• Experience of other taxes would be beneficial but is not essential.
• Able to communicate effectively with clients and colleagues.
• Excellent time-management skills, with the ability to meet deadlines.

Responsibilities

• Undertake reviews of self-assessment returns prepared by more junior colleagues.
• Provide a proactive, efficient and cost-effective taxation service that meets client needs.
• Negotiate and raise fees and manage WIP across the client portfolio.
• Report progress to Line Manager and Partner.
• Mentor and train colleagues at Tax Trainee level.
• Identify opportunities within the client portfolio with senior team members.
• Assist with ad hoc personal tax advisory work arising from the portfolio.
• Contribute to practice development, including articles, e-shots and networking.
• Keep up to date with tax legislation and HMRC processes and communicate changes to clients.
• Attend relevant courses to develop skills and maintain CPD.

Skills

Communication

Time management

Attention to detail

Education

ACA/ATT/CTA qualified

Qualified by experience

Job description

Description

We are excited to be looking for a Personal Tax Manager to manage a portfolio of personal tax clients, ensuring they meet their tax return filing obligations, and to provide a proactive, efficient and cost-effective taxation service. The role will also assist with ad hoc personal tax advisory work as required.

Department

Personal Tax

Location

Cleckheaton

Key Responsibilities

• Undertake reviews of self-assessment returns prepared by more junior colleagues.
• Provide clients with a proactive, efficient and cost-effective taxation service that meets their needs and the requirements of regulatory authorities.
• Negotiate and raise fees and take responsibility for WIP management across the client portfolio.
• Report to the Line Manager and Partner, keeping them up to date on the progress of work undertaken.
• Mentor and train colleagues at Tax Trainee level.
• Work alongside senior team members to identify key opportunities within the client portfolio.
• Assist with ad hoc personal tax advisory work arising from the portfolio, with opportunities to support other advisory assignments as required.
• Contribute to the firm’s practice development activities, including preparing articles and e-shots, improving processes, delivering presentations and networking.
• Keep up to date with changes in tax legislation and HMRC processes and manuals, and communicate relevant changes to clients.
• Attend relevant courses to develop interpersonal skills and maintain an appropriate level of technical CPD.

Skills, Knowledge & Expertise

• Qualified by experience, or ACA, ATT or CTA qualified.
• At least three years’ experience in personal tax work.
• Experience of other taxes would be beneficial but is not essential.
• Able to communicate effectively with clients and colleagues.
• Excellent time-management skills, with the ability to meet a range of strict deadlines.

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.