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- 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 a focus on fairness and support.
- Other info: Be part of an inclusive workplace that values diversity.
- Why this job: Make a real impact in personal tax while growing your career.
- 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 in Lincolnshire 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 in Lincolnshire
✨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 practising common questions. We recommend tailoring your answers to highlight your experience with personal tax compliance and client management, as these are key for the role.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. Mention something specific from the interview to remind them of your conversation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Compliance Personal Tax Manager in Lincolnshire
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!
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 work, especially around managing client relationships and reviewing complex tax returns.
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 that relate to income tax, capital gains tax, or inheritance tax.
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 and can get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax legislation. Be ready to discuss recent changes and how they might impact clients. This shows that you're not just qualified, but also genuinely interested in 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 issues or provided exceptional service. This will demonstrate your ability to be the main point of contact for clients.
✨Showcase Your Leadership Skills
Since this role involves overseeing junior team members, be ready to talk about your experience in mentoring or leading a team. Share specific instances where you supported others' development or improved team performance.
✨Practice Common Interview Questions
Anticipate questions related to tax compliance and client management. Practising your responses can help you articulate your thoughts clearly during the interview. Consider using the STAR method (Situation, Task, Action, Result) to structure your answers.