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- Tasks: Manage personal tax affairs and support clients with tax compliance and planning.
- Company: Join Cowgills, a company known for its positive and enjoyable culture.
- Benefits: Enjoy life assurance, pension, and incredible career development opportunities.
- Why this job: Make a real impact by helping clients navigate their personal tax challenges.
- Qualifications: ATT qualified or equivalent experience in personal tax with strong client management skills.
- Other info: Dynamic environment with access to counselling services and subsidised health benefits.
The predicted salary is between 36000 - 60000 £ per year.
Personal Tax Manager
Department: Personal Tax
Employment Type: Permanent
Location: Bolton
Description
As one of the region’s leading independent chartered accountants and business advisors, Cowgills has the expertise and knowledge to provide you with a full-service offering. Our independence ensures that we can tailor our approach to suit our clients’ individual needs. We have over 200 talented, committed and engaged employees, totally focused on delivering financial guidance and growth strategies to our clients.
We are currently looking for a Tax Manager who will be working on tax client activities including tax compliance, preparation and review of personal tax returns and tax planning.
Key Responsibilities
- Responsible for managing a portfolio of clients, providing support with their personal tax affairs
- Handling a range of tax compliance matters for clients
- Completion and review of self assessment tax returns
- Ability to assist with tax enquiries and prepare correspondence
- Liaison with tax authorities
- Ensure the business complies with all relevant internal requirements, industry regulations and government legislation, identifying any savings to minimize tax bills
- Advising on bespoke tax planning
- Preparing tax liability calculations
- Develop and maintain a good level of technical knowledge through appropriate reading and training
Skills, Knowledge & Expertise
- CTA qualified or equivalent experience in personal tax
- Proven experience in managing a portfolio of personal tax clients
- Strong knowledge of UK personal tax legislation and compliance requirements
- Experience preparing and reviewing self-assessment tax returns
- Excellent technical knowledge with the ability to interpret complex tax legislation
- Confident communicator with the ability to explain tax matters clearly to clients and colleagues
- Strong organisational and time-management skills, with the ability to manage competing deadlines
Belong @ Sumer
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.
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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 Personal Tax Manager
✨Network Like a Pro
Get out there and connect with people in the tax industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with personal tax compliance and self-assessment returns. We want to see how you can bring your expertise to the table, so don’t hold back!
✨Prepare for Interviews
Do your homework before any interview! Brush up on UK personal tax legislation and think of examples from your past work that showcase your skills. We love candidates who can demonstrate their knowledge and problem-solving abilities.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals who fit our culture!
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with tax compliance and managing client portfolios, as these are key aspects of the job. We want to see how your skills match what we're looking for!
Show Off Your Knowledge: Demonstrate your understanding of UK personal tax legislation in your application. We love candidates who can clearly explain complex tax matters, so don’t hold back on showcasing your technical knowledge!
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate a well-structured letter that outlines your relevant experience and why you’re excited about the role. Remember, first impressions count!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all the necessary documents in one go. Let’s get your application rolling!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Tax Stuff
Make sure you brush up on UK personal tax legislation and compliance requirements. Be ready to discuss specific cases or scenarios where you've successfully managed tax compliance for clients. This will show that you not only understand the theory but can apply it in real-world situations.
✨Portfolio Presentation
Prepare to talk about your experience managing a portfolio of personal tax clients. Have examples ready that highlight your ability to handle various tax compliance matters and how you’ve provided bespoke tax planning advice. This will demonstrate your hands-on experience and confidence in the role.
✨Communication is Key
Since you'll need to explain complex tax matters clearly, practice articulating your thoughts on tax issues. Consider doing mock interviews with friends or colleagues to refine your communication skills. Being a confident communicator will set you apart from other candidates.
✨Stay Organised
Showcase your organisational and time-management skills during the interview. You might be asked how you manage competing deadlines, so have a strategy in mind. Discuss tools or methods you use to keep track of tasks and ensure timely completion of self-assessment tax returns.
