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- Tasks: Manage personal tax compliance for diverse clients and oversee junior team members.
- Company: Moore Thompson, part of the Sumer Group, known for integrity and support.
- Benefits: Inclusive culture, career development, and a commitment to fairness.
- Other info: Embrace diversity and grow in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in personal tax compliance.
- Qualifications: CTA or ATT qualified with strong personal tax compliance experience.
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: Sumer Group Holdings Limited
Contact Detail:
Sumer Group Holdings Limited Recruiting Team
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 put in a good word for you.
✨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 resources to refine your answers. Focus on articulating your experience in personal tax compliance and how you can add value to their team.
✨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 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 developments you've engaged with. This shows us you’re proactive and committed to staying informed in your field.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application promptly and can consider you for the role. Plus, it’s super easy!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Tax Stuff
Make sure you brush up on the latest UK tax legislation, especially around income tax, capital gains tax, and inheritance tax. Being able to discuss recent changes or trends in personal tax compliance will show that you're not just qualified but genuinely engaged with the field.
✨Client Relationship Focus
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you resolved queries or built trust with clients, as this role heavily relies on being the main point of contact for diverse clients.
✨Showcase Your Leadership Skills
Since this is a managerial position, be ready to talk about your experience leading teams. Share instances where you've supported junior team members or improved team performance, as this will highlight your ability to foster a collaborative culture.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or mentor. Focus on articulating your experience with reviewing complex tax returns and ensuring compliance. The more comfortable you are discussing your expertise, the more confident you'll appear during the actual interview.