Tax Senior

Sumer Group Holdings Limited; Glenrothes; On-site; GBP 80,000 - GBP 100,000; Full time

Job summary

A growing accountancy firm in Glenrothes is seeking a Tax Senior to manage a varied portfolio of personal tax clients, including sole traders and business directors. The ideal candidate will have strong technical expertise in personal tax and experience in preparing tax returns. This position offers professional growth opportunities in a supportive and inclusive environment. The firm values collaboration and diversity, and is committed to fairness and progression for employees.

Qualifications

• Proven experience within a similar role.
• Ability to prepare Self-Assessment personal tax returns efficiently and accurately.
• Experience in communicating with HMRC and clients.

Responsibilities

• Prepare Self-Assessment personal tax returns.
• Advise on benefits in kind and prepare PAYE Settlement Agreements.
• Communicate with clients and colleagues as needed.

Skills

ATT qualification or qualified by experience

Strong technical expertise in personal tax

Experience in coaching and training

Sound tax advisory knowledge

Tools

CCH

Job description

Tax Senior

Department: Personal Tax

Employment Type: Permanent

Location: Glenrothes

Description

At EQ Accountants, part of the Sumer Group (one of the UK’s fastest-growing accountancy practices), we know our people are at the heart of everything we do. We’re not just colleagues – we’re a community. Our ethos, With You, means when our team thrives, our clients do too. We’re committed to creating an environment where you can grow professionally and personally, with access to mentorship, learning opportunities, and a clear path for progression.

We’re currently looking for a Tax Senior to work with a varied portfolio of personal tax clients, from sole traders to directors of owner managed businesses, with the opportunity to work with larger more complex clients.

Key Responsibilities

• Preparing Self-Assessment personal tax returns efficiently and accurately
• Preparing P11D forms, advising on benefits in kind and preparing PAYE Settlement Agreements
• Preparing Capital Gains Tax computations and in year CGT on UK Property returns.
• Communicating with colleagues from other departments, clients, and HMRC by telephone, email, and in writing where required
• Ad-hoc assistance with tax queries and projects

Skills, Knowledge & Expertise

• ATT qualification (or part-qualified) or qualified by experience
• Proven experience within a similar role
• Strong technical expertise in personal tax, partnership tax and Capital Gains Tax
• Experience in coaching and training junior members of the team
• Proficiency in CCH is preferred, but not essential as full training and support will be provided
• Sound tax advisory knowledge in owner managed businesses covering IHT, CGT, Income Tax and Company Tax issues would be preferred but is not essential

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.