Sumer
Personal Tax Manager
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Personal Tax Manager
Department
Personal Tax
Employment Type
Permanent
Location
Cleckheaton
Description
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.
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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.
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Belong @ Sumer
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