Personal Tax Manager

Sumer Group Holdings Limited; Bolton; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading independent chartered accountants firm in Bolton is seeking a Tax Manager to manage client tax portfolios and ensure compliance with UK tax legislation. The successful candidate will prepare and review self-assessment tax returns, advise on bespoke tax planning, and handle various compliance matters. The role requires a CTA qualification or equivalent experience and proven portfolio management skills. Excellent technical knowledge of tax legislation and strong communication skills are essential for success in this position.

Qualifications

• CTA qualification or equivalent experience in personal tax is essential.
• Proven experience managing a portfolio of personal tax clients.
• Strong knowledge of UK personal tax legislation and compliance is required.
• Experience in preparing and reviewing self-assessment tax returns is necessary.

Responsibilities

• Manage a portfolio of clients, providing support with their personal tax affairs.
• Handle a range of tax compliance matters for clients.
• Complete and review self-assessment tax returns.
• Liaise with tax authorities and prepare correspondence.
• Ensure compliance with regulations and identify tax-saving opportunities.
• Advise on bespoke tax planning.
• Prepare tax liability calculations.

Skills

CTA 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

Strong organisational and time-management skills

Education

CTA qualification

Job description

Personal Tax Manager

Department: Personal Tax

Employment Type: Permanent

Location: Bolton

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.

We are currently looking for a Tax 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 minimize 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

• CTA 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.