At a Glance
- Tasks: Manage personal tax clients and prepare accurate tax returns and computations.
- Company: Join EQ Accountants, part of the Sumer Group, a fast-growing accountancy practice.
- Benefits: Access to mentorship, learning opportunities, and a clear path for progression.
- Other info: Inclusive workplace that values diversity and supports your unique journey.
- Why this job: Be part of a supportive community where your growth matters and make a real impact.
- Qualifications: ATT qualification or equivalent experience in personal tax and strong advisory knowledge.
The predicted salary is between 51750 - 63250 £ per year.
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 Manager 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
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. 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.
Tax Manager in Inverness employer: EQ Accountants, part of the Sumer Group
At EQ Accountants, located in the picturesque city of Inverness, we pride ourselves on fostering a vibrant community where our employees are valued and supported. With a strong commitment to professional development, we offer mentorship and clear pathways for career progression, ensuring that our Tax Managers can thrive while working with a diverse portfolio of clients. Our inclusive work culture celebrates diversity and encourages collaboration, making EQ Accountants an exceptional place to build a meaningful and rewarding career.
Contact Details:
EQ Accountants, part of the Sumer Group Recruitment Team
