Personal Tax Senior / Supervisor

Sumer Group Holdings Limited; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading tax advisory firm in London seeks a Personal Tax Senior/Supervisor to manage a diverse portfolio of personal tax clients. Responsibilities include overseeing tax return preparation, liaising with HMRC, and identifying business opportunities. Candidates should be ATT or CTA qualified, possess international tax exposure, and exhibit strong communication skills. Join this dynamic team and contribute to delivering exceptional client service and compliance solutions.

Responsibilities

• Request Tax Return information from clients.
• Prepare and review complex Tax Returns using CCH.
• Liaise with HM Revenue & Customs.
• Deal with HMRC enquiries regarding clients.
• Monitor WIP and raise bills timely.
• Identify business development opportunities.
• Attend client meetings.
• Assist on consultancy projects.
• Undertake technical research in taxation.

Skills

ATT or CTA qualified

Exposure to international personal tax matters

Interest in developing expertise in international tax

Demonstrable tax cycle season experience

Varied practical and technical personal tax knowledge

Proficiency in tax return software

Excellent verbal and written communication

Time management skills

Tools

CCH

Croner-i

LexisNexis

Job description

Personal Tax Senior/Supervisor

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.

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.

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