Senior Personal Tax Manager - Client Portfolio Lead

BHP, Chartered Accountants; Cleckheaton; On-site; GBP 45,000 - 65,000; Full time

Job summary

Sumer is seeking a Personal Tax Manager to oversee a portfolio of personal tax clients in Cleckheaton. You will ensure timely self-assessment and tax return filings while delivering proactive, cost-effective tax advice and advisory work as needed.

You will review work from junior staff, manage WIP, mentor colleagues, and contribute to practice development, staying up to date with tax legislation and HMRC procedures.

Qualifications

• Qualified by experience, or ACA, ATT or CTA.
• At least three years’ experience in personal tax work.
• Experience of other taxes would be beneficial but is not essential.
• Able to communicate effectively with clients and colleagues.
• Excellent time-management skills, with the ability to meet deadlines.

Responsibilities

• Undertake reviews of self-assessment returns prepared by more junior colleagues.
• Provide a proactive, efficient and cost-effective taxation service that meets client needs.
• Negotiate and raise fees and manage WIP across the client portfolio.
• Report progress to Line Manager and Partner.
• Mentor and train colleagues at Tax Trainee level.
• Identify opportunities within the client portfolio with senior team members.
• Assist with ad hoc personal tax advisory work arising from the portfolio.
• Contribute to practice development, including articles, e-shots and networking.
• Keep up to date with tax legislation and HMRC processes and communicate changes to clients.
• Attend relevant courses to develop skills and maintain CPD.

Skills

Communication

Time management

Attention to detail

Education

ACA/ATT/CTA qualified

Qualified by experience

Job description

Sumer is seeking a Personal Tax Manager to oversee a portfolio of personal tax clients in Cleckheaton. You will ensure timely self-assessment and tax return filings while delivering proactive, cost-effective tax advice and advisory work as needed.

You will review work from junior staff, manage WIP, mentor colleagues, and contribute to practice development, staying up to date with tax legislation and HMRC procedures.