Private Client Tax Senior

Sumer Group Holdings Limited; City Of London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading tax consultancy firm in London is looking for a Senior Personal Tax role. The successful candidate must be ATT qualified and will handle a varied portfolio, preparing tax returns and advising on client issues. This position offers a hybrid working policy and various benefits including 22 days holiday and a pension scheme.

Benefits

Group Life Cover

22 days holiday + bank holidays

Hybrid working policy

Permanent Health Insurance

Discounted Gym Membership

Pension Scheme

Qualifications

• Demonstrable personal tax experience within a practice environment.
• Ability to work accurately with minimal supervision.
• Good knowledge of income tax, capital allowances, and inheritance tax.

Responsibilities

• Preparing tax returns for review by the manager.
• Interfacing between clients and managers.
• Assisting with private client issues and tax planning.

Skills

Personal tax experience

Initiative

Teamwork

Work under pressure

Good communication skills

Organisational skills

Education

ATT qualification

Tools

Microsoft software

Digita software

Job description

Overview

Department: Personal Tax

Employment Type: Permanent

Location: London

The Private Client department comprises 25 specialist staff and is headed by 4 Partners and a 4 Directors. We require an ATT qualified Senior to join our Private Client Tax team. Reporting to the Managers, Directors and Partners, the Senior will have their own interesting and varied portfolio of clients including a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and international clients. They will be expected to support on projects and ad-hoc advice where necessary.

Responsibilities

• Preparing tax returns for review by the Manager
• Interfacing between clients and managers
• Assisting with general private client issues and suggesting tax planning opportunities for clients within their portfolio
• Communicating and corresponding with HMRC
• Communicating with and answering queries from clients
• Assisting with the training and supervision of more junior members of staff
• Other ad-hoc duties in line with the role

Skills, Knowledge & Expertise

• Demonstrable personal tax experience within a practice environment
• Accurate work, displaying initiative with minimal supervision
• A proactive attitude
• Successful work as a team member
• An ability to work under pressure and to be able to prioritise
• Good communication skills
• Good knowledge of Microsoft software
• Good organisational skills
• Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and international clients
• A basic knowledge of capital gains tax, treatment of foreign income, capital allowances, tax credits, and inheritance tax

The successful candidate will already be ATT qualified. We would be willing to support any remaining CTA papers after successful completion of a probationary period. We would also prefer the successful candidate to have some working knowledge of Digita software, although training will be provided if not.

Job Benefits

• Group Life Cover
• 22 days holiday on commencement + bank holidays (some of which are flexible)
• Buying and Selling Holiday Scheme
• Hybrid working policy - at least 2 days in the office a week, with a core hours system in place
• PHI (Permanent Health Insurance)
• Non-Contributory Health Cash Plan
• Enhanced maternity and paternity packages
• Season Ticket Loan (after qualifying period)
• Discounted Gym Membership
• Discounted Tastecard
• Perkbox Membership
• Pension Scheme
• Cycle voucher scheme