Personal Tax Manager
CleckheatonHybridFull-time
AI Summary
Manages a portfolio of personal tax clients, reviews self-assessment returns prepared by junior colleagues, and provides proactive taxation advisory services while mentoring trainees and contributing to practice development.
About this role
We are excited to be looking for a Personal Tax Manager to manage a portfolio of personal tax clients, ensuring they meet their tax return filing obligations, and to provide a proactive, efficient and cost-effective taxation service. The role will also assist with ad hoc personal tax advisory work as required.
Key Responsibilities
Manage a portfolio of personal tax clients to include:
- Undertake reviews of self-assessment returns prepared by more junior colleagues.
- Provide clients with a proactive, efficient and cost-effective taxation service that meets their needs and the requirements of regulatory authorities.
- Negotiate and raise fees and take responsibility for WIP management across the client portfolio.
- Report to the Line Manager and Partner, keeping them up to date on the progress of work undertaken.
- Mentor and train colleagues at Tax Trainee level.
- Work alongside senior team members to identify key opportunities within the client portfolio.
- Assist with ad hoc personal tax advisory work arising from the portfolio, with opportunities to support other advisory assignments as required.
- Contribute to the firm’s practice development activities, including preparing articles and e-shots, improving processes, delivering presentations and networking.
- Keep up to date with changes in tax legislation and HMRC processes and manuals, and communicate relevant changes to clients.
- Attend relevant courses to develop interpersonal skills and maintain an appropriate level of technical CPD.
Skills, Knowledge & Expertise
- Qualified by experience, or ACA, ATT or CTA qualified.
- 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 a range of strict deadlines.
Benefits
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day:
Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Skills
CPDFee NegotiationHMRCPersonal TaxPractice DevelopmentSelf-assessment ReturnsTax AdvisoryTax LegislationWIP Management
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