Private Client Tax Senior Manager/Associate Partner

Sumer Northern Ireland; Belfast; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Access to employee benefits hub

Internal mentor and buddy system

Personal development programs

Job summary

A leading accountancy firm in Belfast is seeking a Personal Tax Senior Manager to manage a diverse portfolio of personal tax clients. Responsibilities include identifying tax planning opportunities, training junior staff, and contributing to business development. The ideal candidate will be ACA/CTA qualified with strong interpersonal skills and a proactive mindset. The position offers competitive salary and benefits in a supportive learning environment.

Qualifications

• Experience in personal tax compliance or managing a portfolio delivering personal tax services.
• Proficiency in identifying and delivering tax planning opportunities.
• Solid organizational skills, managing multiple priorities efficiently.

Responsibilities

• Manage a diverse portfolio of personal tax compliance clients.
• Identify personal tax planning opportunities and drive advisory assignments.
• Train and mentor junior staff to develop their skills.

Skills

Interpersonal skills

Leadership and mentoring

Organizational skills

Commercial awareness

Proactive mindset

Education

ACA and/or CTA qualified

Job description

Overview

Join to apply for the Personal Tax Senior Manager role at Sumer Northern Ireland.

As one of the leading accountancy and business advisory practices in Northern Ireland, Sumer NI take pride in a culture of continuous development and training for all of our team.

Job details

• Department: Personal Tax
• Location: Belfast

Responsibilities

• Senior Manager responsibility for a diverse portfolio of personal tax compliance clients
• Identifying personal tax planning opportunities and assisting in driving the delivery of those advisory assignments
• Playing a key role in the delivery of estate and inheritance tax planning services to clients
• Training and mentoring trainees within the team, developing their professional skills
• Building and maintaining trusted client relationships
• Overseeing the financial management of your portfolio
• Contributing to the firm’s Business Development initiatives

Qualifications

• ACA and/or CTA qualified.
• Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services
• Strong interpersonal skills with the ability to and a keen interest in developing exceptional client relationships
• Proficiency in identifying and delivering tax planning opportunities
• Solid organisational skills with the ability to manage multiple priorities efficiently
• Leadership and mentoring skills, with experience in developing junior staff
• Commercial awareness, with the ability to contribute to business development
• A proactive and solutions-focused mindset.

Benefits

• Competitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well-being as well as lifestyle savings
• Working in an environment that fosters learning and development
• Internal mentor and buddy system to support you through your career journey
• Personal development programs to facilitate career growth, alongside practical, on-the-job training.

About us

At Sumer NI, we take pride in providing hands-on, proactive tax advice that is professional, relevant, and meaningful. Our unique approach to client support ensures that you will be involved in a broad range of interesting work from the outset, helping clients achieve their objectives and supporting them with their strategies.

Job details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Accounting