At a Glance
- Tasks: Manage personal tax compliance for diverse clients and lead a supportive team.
- Company: Join Moore Thompson, a trusted advisor with a collaborative culture.
- Benefits: Enjoy a permanent role with career growth and a commitment to inclusivity.
- Other info: We celebrate diversity and support your unique journey.
- Why this job: Make a real impact in personal tax while supporting ambitious individuals and businesses.
- Qualifications: CTA or ATT qualified with strong experience in personal tax compliance.
The predicted salary is between 50000 - 60000 £ per year.
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.
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.
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
- 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
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.
Compliance Personal Tax Manager employer: Job Search Place Limited
Moore Thompson, part of the Sumer Group, is an exceptional employer that prioritises a supportive and collaborative work culture in Stamford. With a commitment to employee growth and development, we offer opportunities for professional advancement while fostering an inclusive environment where diverse perspectives are valued. Join us to be part of a team that not only excels in personal tax compliance but also believes in making a meaningful impact for our clients and community.
StudySmarter Expert Advice🤫
We think this is how you could land Compliance Personal Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the 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 researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online platforms. This will help you get comfortable with common questions and refine your answers, making you more confident when it counts.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. Plus, it shows your enthusiasm for the role and keeps you on their radar.
We think you need these skills to ace Compliance Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax compliance experience and any relevant qualifications like CTA or ATT. We want to see how you shine in this area!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you're the perfect fit for the Compliance Personal Tax Manager role. Share specific examples of your past experiences managing client relationships and reviewing complex tax returns. Let your personality come through!
Showcase Your Technical Knowledge:We’re looking for someone with up-to-date knowledge of UK tax legislation. In your application, mention any recent training or courses you've completed that relate to income tax, capital gains tax, or inheritance tax. This will show us you’re committed to staying current in your field.
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 don’t miss out on any important updates. Plus, it shows us you’re keen to join our team at Sumer!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Tax Stuff
Make sure you're up to speed with the latest UK personal tax legislation. Brush up on income tax, capital gains tax, and inheritance tax. Being able to discuss recent changes or trends in tax compliance will show that you're not just qualified but genuinely engaged in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you resolved them. This will demonstrate your ability to be the main point of contact for clients and handle their queries effectively.
✨Review Complex Returns Like a Pro
Be ready to discuss your experience reviewing complex tax returns. You might even want to bring a sample (without sensitive info, of course) to illustrate your process. This shows you can handle the technical aspects of the role with confidence.
✨Emphasise Team Leadership
Since this role involves supporting junior team members, think about your leadership style. Prepare to share how you've mentored others or contributed to team development. Highlighting your collaborative approach aligns well with the company's values.
