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For Companies At a Glance
- Tasks: Manage client portfolios and handle personal tax compliance and planning.
- Company: Join Cowgills, part of the Sumer Group, a dynamic and supportive workplace.
- Benefits: Enjoy life assurance, pension, and incredible career development opportunities.
- Why this job: Make a real impact by helping clients navigate their personal tax affairs.
- Qualifications: ATT qualified or equivalent experience in personal tax with strong communication skills.
- Other info: Great environment for growth with access to counselling services and subsidised health.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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.
Department
Personal Tax
Location
Bolton
Role
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.
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.
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Personal Tax Manager employer: Cowgills, part of the Sumer Group
Contact Detail:
Cowgills, part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss UK personal tax legislation and compliance requirements. We want you to shine when it comes to explaining complex tax matters!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for the latest openings at Cowgills and tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their success.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with personal tax compliance and client management, as these are key aspects of the job. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our needs at Cowgills. Keep it engaging and professional – we love a good story!
Show Off Your Technical Knowledge: Since this role requires strong knowledge of UK personal tax legislation, make sure to showcase your expertise in your application. Mention any relevant qualifications or experiences that demonstrate your understanding of tax compliance and planning.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Cowgills, part of the Sumer Group
✨Know Your Tax Stuff
Make sure you brush up on UK personal tax legislation and compliance requirements. Be ready to discuss specific cases or scenarios where you've successfully managed tax compliance or planning for clients.
✨Portfolio Presentation
Prepare to talk about your experience managing a portfolio of personal tax clients. Have examples ready that showcase your ability to handle complex tax matters and how you’ve provided value to your clients.
✨Communication is Key
Since you'll need to explain tax matters clearly, practice articulating complex tax concepts in simple terms. This will demonstrate your ability to communicate effectively with both clients and colleagues.
✨Stay Organised
Showcase your organisational skills by discussing how you manage competing deadlines. Bring examples of how you prioritise tasks and ensure compliance while delivering excellent service to your clients.
