Private Client Tax Senior Manager – Hybrid

Sumer Group Holdings Limited; Crawley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Sumer Group Holdings Limited is looking for a Tax Manager to join their Personal Tax department in Crawley. This position involves managing a portfolio of high-net-worth individuals, providing estate and inheritance tax planning advice, and overseeing tax compliance.

The ideal candidate will have proven experience in Private Client Tax, with strong knowledge of trusts and capital gains tax. Sumer values collaboration and aims to create an inclusive workplace where all differences are celebrated.

Qualifications

• Proven experience in Private Client Tax.
• Experience managing advisory and compliance work.
• Strong knowledge of estate and inheritance tax planning.

Responsibilities

• Manage a portfolio of high-net-worth clients and relationships.
• Provide estate and inheritance tax planning advice.
• Review complex self-assessment tax returns and compliance obligations.

Skills

Private Client Tax

Inheritance Tax

Capital Gains Tax

Trusts

Estate Planning

Excellent communication

Relationship-building

Education

CTA qualification

ATT, ACA, or ACCA qualification

Job description

Sumer Group Holdings Limited is looking for a Tax Manager to join their Personal Tax department in Crawley. This position involves managing a portfolio of high-net-worth individuals, providing estate and inheritance tax planning advice, and overseeing tax compliance.

The ideal candidate will have proven experience in Private Client Tax, with strong knowledge of trusts and capital gains tax. Sumer values collaboration and aims to create an inclusive workplace where all differences are celebrated.