Personal Tax Senior Manager

Sumer Group Holdings Limited; Belfast; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading accountancy firm in Belfast is seeking a Personal Tax Senior Manager to oversee a diverse portfolio of personal tax clients. The ideal candidate will have ACA or CTA qualification, experience in personal tax compliance, and strong interpersonal skills. You will be responsible for identifying tax planning opportunities and mentoring junior staff. Join a supportive environment that prioritizes career growth and professional development.

Benefits

Competitive salary and benefits package

Learning and development opportunities

Internal mentor and buddy system

Personal development programs

Qualifications

• Minimum qualification of ACA or CTA.
• Experience in managing a personal tax compliance portfolio.
• Ability to develop strong client relationships.

Responsibilities

• Manage a diverse portfolio of personal tax clients.
• Identify and deliver personal tax planning opportunities.
• Train and mentor junior staff within the team.

Skills

ACA and/or CTA qualified

Experience in personal tax compliance

Strong interpersonal skills

Proficiency in tax planning opportunities

Solid organisational skills

Leadership and mentoring skills

Commercial awareness

Proactive mindset

Education

ACA or CTA qualification

Job description

Personal Tax Senior Manager

Department: Personal Tax

Employment Type: Permanent

Location: Belfast

Description

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.

We are always looking for talented and motivated individuals who share our values of excellence, integrity, and innovation. Whether you are an experienced professional or a recent graduate, you will find a rewarding and supportive environment at Sumer NI, where you can grow your skills and advance your career.

Key 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

Skills, Knowledge and Expertise

• 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.

Why Choose a Tax career with 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.