At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide hands-on compliance and advisory support.
- Company: Join Simmons Gainsford, part of the innovative Sumer Group.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Make a real impact in personal tax while working with high-net-worth individuals and entrepreneurs.
- Qualifications: ATT or CTA qualified with experience in international personal tax matters.
- Other info: Dynamic team environment with a focus on continuous professional development.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Personal Tax Senior/Supervisor role at Simmons Gainsford, part of the Sumer Group
Description Our client base is diverse (including HNWIs, Entrepreneurs, and globally mobile individuals) and you will be allocated and oversee a portfolio of personal tax clients in a hands-on compliance and ad-hoc advisory capacity.
Department: Personal Tax
Location: London
Anticipated start date: mid February 2026
Key Responsibilities
- Request Tax Return information from the client or audit team
- Prepare and review complex Tax Returns using CCH
- Liaise with HM Revenue & Customs on the client’s behalf
- Deal with HMRC enquiries in respect of clients allocated to your portfolio
- Monitor WIP and raise bills in a timely fashion
- Identify opportunities to develop the firm’s business from your portfolio
- Attend client meetings as appropriate
- Assist on consultancy projects, which will include letter and report writing to a wide range of audiences as well as meeting with clients to go through such letters and reports
- Undertake technical research in areas such as, but not limited to, remittance basis, capital gains tax, inheritance tax and trusts
Skills, Knowledge and Expertise
- ATT or CTA qualified
- Exposure to international personal tax matters, such as expatriate or cross-border assignments
- Interest in developing expertise in international personal tax alongside UK compliance and advisory work
- Demonstratable tax cycle season experience
- Varied practical and technical personal tax knowledge
- IT literate including proficiency in tax return preparation software and tax research platforms (i.e. Croner-i/LexisNexis)
- Excellent verbal and written communication skills
- Time management skills and experience in meeting deadlines
Desirable
- Knowledge of CCH Personal Tax
- Previous experience in a client facing role
- Strong letter and report writing skills
- Confident dealing with stakeholders of varying levels
- Proactive approach to work and problem solving
- Evidence of continuous CPD
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Accounting/Auditing and Finance
Industries
- Accounting
Note: This description focuses on the Personal Tax Senior/Supervisor role and its requirements. Any extraneous postings or unrelated notices have been omitted to maintain clarity.
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Personal Tax Senior/Supervisor employer: Simmons Gainsford, part of the Sumer Group
Contact Detail:
Simmons Gainsford, part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior/Supervisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Senior/Supervisor role.
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the real deal. This way, you’ll feel more confident when it’s time to impress those hiring managers.
✨Tip Number 3
Show off your expertise! Be ready to discuss your knowledge of international personal tax matters and compliance during interviews. Bring examples from your experience to the table – it’ll show you’re the right fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Senior/Supervisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications like ATT or CTA, and any relevant experience with personal tax clients. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your background makes you a great fit for the role. Don’t forget to mention your interest in international personal tax matters!
Show Off Your Communication Skills: Since excellent verbal and written communication skills are key, make sure your application is clear and professional. We love seeing strong letter and report writing skills, so don’t hold back on showcasing those!
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 to join our team at Simmons Gainsford!
How to prepare for a job interview at Simmons Gainsford, part of the Sumer Group
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around areas like capital gains tax and inheritance tax. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Client Management Skills
Since this role involves liaising with clients and handling their queries, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you resolved issues or provided exceptional service.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Review the tax cycle and be prepared to discuss your experience with tax return preparation software like CCH. This will demonstrate your practical skills and readiness for the role.
✨Communicate Clearly and Confidently
Your verbal and written communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a short presentation on a relevant topic to showcase your report writing and presentation skills.