Personal Tax Senior / Supervisor

Sumer Group Holdings Limited; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in London is looking for an experienced Personal Tax professional. You will oversee a portfolio of personal tax clients, prepare and review complex tax returns, and liaise with HMRC. Candidates should have ATT or CTA qualifications and experience in international tax matters. This role requires strong communication skills and technical knowledge in personal tax compliance.

Qualifications

• Qualified in ATT or CTA with a strong understanding of personal tax.
• Experience with international personal tax matters, especially expatriate assignments.
• Tech-savvy with software used for tax preparation and research.

Responsibilities

• Request Tax Return information from clients.
• Prepare and review complex Tax Returns.
• Liaise with HMRC on clients' behalf.
• Monitor WIP and raise bills timely.
• Identify business development opportunities.
• Attend client meetings as needed.
• Assist on consultancy projects.
• Conduct technical research on tax legislation.

Skills

ATT or CTA qualified

Exposure to international personal tax matters

Interest in developing expertise in international personal tax

Demonstratable tax cycle season experience

Varied practical and technical personal tax knowledge

IT literate

Excellent verbal and written communication skills

Time management skills

Tools

CCH Personal Tax software

Croner-i

LexisNexis

Job description

Overview

Department: Personal Tax

Employment Type: Permanent

Location: London

Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands on compliance and ad hoc advisory capacity. Please note - this role will have an anticipated start date of mid February 2026.

Responsibilities

• Request Tax Return information from the client or audit team
• Prepare and review complex Tax Returns using CCH
• Liaise with HM Revenue & Customs on the client\'s behalf
• Deal with HMRC enquiries in respect of clients allocated to your portfolio
• Monitor WIP and raise bills in a timely fashion
• Identify opportunities to develop the firm\'s business from your portfolio
• Attend client meetings as appropriate
• Assist on consultancy projects, which will include letter and report writing to a wide range of audiences as well as meeting with clients to go through such letters and reports
• Undertake technical research in areas such as, but not limited to, remittance basis, capital gains tax, inheritance tax and trusts.

Skills, Knowledge and Expertise

• ATT or CTA qualified
• Exposure to international personal tax matters, such as expatriate or cross border assignments.
• Interest in developing expertise in international personal tax alongside UK compliance and advisory work.
• Demonstratable tax cycle season experience
• Varied practical and technical personal tax knowledge
• IT literate including proficiency in tax return preparation software and tax research platforms (i.e. Croner-i/LexisNexis)
• Excellent verbal and written communication skills
• Time management skills and experience in meeting deadlines

DESIRABLE

• Knowledge of CCH Personal Tax
• Previous experience in a client facing role
• Strong letter and report writing skills
• Confident dealing with stakeholders of varying levels
• Proactive approach to work and problem solving
• Evidence of continuous CPD