Personal Tax Senior / Supervisor

Sumer Group; City of Westminster; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial consultancy is seeking a tax advisor to oversee a portfolio of personal tax clients. The role includes preparing and reviewing complex tax returns, liaising with HM Revenue & Customs, and developing business from existing clients. Candidates should be ATT or CTA qualified with experience in international personal tax matters. Strong IT skills, excellent communication abilities, and time management are essential. This position anticipates a start in mid-February 2026.

Qualifications

• ATT or CTA qualification is required.
• Experience with expatriate or cross border assignments is preferred.
• Proficiency in IT and tax return preparation software is essential.

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.

Skills

ATT or CTA qualified

Exposure to international personal tax matters

Excellent verbal and written communication skills

Time management skills

Tools

CCH

Croner-i

LexisNexis

Job description

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. Key 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

Qualifications

• 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