Personal Tax Supervisor

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

Job summary

A prominent tax advisory firm based in London is seeking a Personal Tax Specialist to handle a diverse portfolio of clients, including HNWIs and entrepreneurs. You'll be responsible for preparing complex tax returns, liaising with HMRC, and providing hands-on compliance and advisory services. Ideal candidates will be CTA qualified with demonstrable tax cycle experience and excellent communication skills.

Qualifications

• Experience in handling personal tax clients, including HNWIs and entrepreneurs.
• Ability to prepare and review complex tax returns.
• Strong experience in dealing with HMRC enquiries.

Responsibilities

• Request tax return information from clients or audit teams.
• Prepare and review complex tax returns using CCH.
• Liaise with HM Revenue & Customs on behalf of clients.
• Monitor WIP and raise bills in a timely manner.
• Identify opportunities for business development from the portfolio.

Skills

CTA qualified

Demonstrable tax cycle season experience

Varied practical and technical personal tax knowledge

IT literate including proficiency in tax return preparation software

Excellent verbal and written communication skills

Time management skills

Tools

CCH

Croner-i

LexisNexis

Job description

Overview

Department: Personal Tax

Employment Type: Permanent

Location: London

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.

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

• CTA qualified
• 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