Personal Tax Senior Manager

Sumer Group Holdings Limited; Wigan; On-site; GBP 50,000 - GBP 70,000; Full time

Job summary

A leading accounting and business advisory firm in the UK is seeking a Personal Tax Senior Manager to manage a portfolio of clients' personal tax affairs. Key responsibilities include handling tax compliance, preparing self-assessment returns, and advising on tax planning. The ideal candidate will be ATT qualified or have equivalent experience and possess strong knowledge of UK tax legislation. The role offers a dynamic environment with a commitment to diversity and inclusion.

Qualifications

• Must be ATT qualified or have equivalent experience in personal tax.
• Have proven experience managing a portfolio of personal tax clients.
• Possess strong knowledge of UK personal tax legislation and compliance requirements.

Responsibilities

• Manage a portfolio of clients for personal tax affairs.
• Handle tax compliance matters for clients.
• Complete and review self-assessment tax returns.
• Assist with tax enquiries and prepare correspondence.
• Liaise with tax authorities and ensure compliance with regulations.
• Advise on bespoke tax planning.
• Prepare tax liability calculations.

Skills

ATT qualified or equivalent experience in personal tax

Proven experience in managing a portfolio of personal tax clients

Strong knowledge of UK personal tax legislation and compliance requirements

Experience preparing and reviewing self-assessment tax returns

Excellent technical knowledge

Confident communicator

Strong organizational and time-management skills

Job description

Personal Tax Senior Manager

Department: Personal Tax

Employment Type: Permanent

Location: Wigan

Description

As one of the region’s leading independent chartered accountants and business advisors, Cowgills has the expertise and knowledge to provide you with a full-service offering. Our independence ensures that we can tailor our approach to suit our clients’ individual needs. We have over 200 talented, committed and engaged employees, totally focused on delivering financial guidance and growth strategies to our clients.

Due to continued growth, we are looking for a Personal Tax Senior Manager who will be working on tax client activities including tax compliance, preparation and review of personal tax returns and tax planning.

Key Responsibilities

• Responsible for managing a portfolio of clients, providing support with their personal tax affairs
• Handling a range of tax compliance matters for clients
• Completion and review of self assessment tax returns
• Ability to assist with tax enquiries and prepare correspondence
• Liaison with tax authorities
• Ensure the business complies with all relevant internal requirements, industry regulations and government legislation, identifying any savings to minimise tax bills
• Advising on bespoke tax planning
• Preparing tax liability calculations
• Develop and maintain a good level of technical knowledge through appropriate reading and training

Skills, Knowledge & Expertise

• ATT qualified or equivalent experience in personal tax
• Proven experience in managing a portfolio of personal tax clients
• Strong knowledge of UK personal tax legislation and compliance requirements
• Experience preparing and reviewing self-assessment tax returns
• Excellent technical knowledge with the ability to interpret complex tax legislation
• Confident communicator with the ability to explain tax matters clearly to clients and colleagues
• Strong organisational and time-management skills, with the ability to manage competing deadlines

Belong @ Sumer

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:

• 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.