Sumer
Compliance Personal Tax Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Compliance Personal Tax Manager
Department: Personal Tax
Employment Type: Permanent
Location: Stamford
Description
Moore Thompson, part of the Sumer Group, are more than accountants. We’re trusted advisors to ambitious businesses and individuals across the East of England. With a long-standing reputation for expertise, integrity, and personal service, our team combines technical excellence with a genuinely supportive and collaborative culture.
Role Overview
Due to continued growth, we are seeking an experienced Personal Tax Manager to oversee our personal tax compliance function in our Stamford office.
This is a key managerial position responsible for overseeing the delivery of personal tax compliance services to a diverse portfolio of clients. You will manage client relationships, review complex tax returns, ensure regulatory compliance, and support the development of junior team members.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Manage a portfolio of personal tax clients, including HNWIs, directors, sole traders, and partnerships
- Act as the main point of contact for client queries
- Review and sign off self-assessment tax returns
- Oversee preparation of tax computations for individuals
- Ensure timely and accurate submission of tax returns in line with HMRC deadlines and handle enquiries and correspondence
- Maintain up-to-date knowledge of UK tax legislation
- Provide technical support on income tax, capital gains tax, and inheritance tax
Skills, Knowledge, and Expertise
- Ideally CTA qualified or ATT qualified with strong compliance experience within a practice
- Strong experience in personal tax compliance within a practice and proven experience reviewing complex tax returns
- Up-to-date technical knowledge of UK personal tax legislation
- Experience managing client relationships and leading a team
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills