Personal Tax Supervisor

Sumer Group Holdings Limited; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading tax advisory firm in London seeks a Personal Tax Supervisor to manage a diverse portfolio of clients. The successful candidate will prepare and review complex tax returns, liaise with HMRC, and contribute to consultancy projects. Candidates must be CTA qualified with solid experience in personal tax. Excellent communication and time management skills are essential. This position offers a permanent role with a start date in mid-February 2026.

Qualifications

• CTA qualification is mandatory.
• Experience in handling the personal tax cycle is essential.
• Strong writing skills for letters and reports.

Responsibilities

• Oversee a portfolio of personal tax clients.
• Prepare and review complex Tax Returns using CCH.
• Liaise with HM Revenue & Customs on behalf of clients.

Skills

CTA qualified

Demonstratable 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 and experience in meeting deadlines

Tools

CCH Personal Tax Software

Tax Research Platforms

Job description

Personal Tax Supervisor

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.

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

• 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