We are excited to be looking for a Personal Tax Manager to manage a portfolio of personal tax clients, ensuring they meet their tax return filing obligations, and to provide a proactive, efficient and cost-effective taxation service. The role will also assist with ad hoc personal tax advisory work as required.
Manage a portfolio of personal tax clients to include:
- Undertake reviews of self-assessment returns prepared by more junior colleagues.
- Provide clients with a proactive, efficient and cost-effective taxation service that meets their needs and the requirements of regulatory authorities.
Negotiate and raise fees and take responsibility for WIP management across the client portfolio.
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- Report to the Line Manager and Partner, keeping them up to date on the progress of work undertaken.
- Mentor and train colleagues at Tax Trainee level.
- Work alongside senior team members to identify key opportunities within the client portfolio.
- Assist with ad hoc personal tax advisory work arising from the portfolio, with opportunities to support other advisory assignments as required.
- Contribute to the firm’s practice development activities, including preparing articles and e-shots, improving processes, delivering presentations and networking.
- Keep up to date with changes in tax legislation and HMRC processes and manuals, and communicate relevant changes to clients.
- Attend relevant courses to develop interpersonal skills and maintain an appropriate level of technical CPD.
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Qualified by experience, or ACA, ATT or CTA qualified.
- At least three years’ experience in personal tax work.
- Experience of other taxes would be beneficial but is not essential.
- Able to communicate effectively with clients and colleagues.
- Excellent time-management skills, with the ability to meet a range of strict deadlines.
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.
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- We Shine Together
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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.
We love what we do, we’re proud of who we are, and we have fun along the way.
At BHP, we’re more than just a business advisory firm, we’re a team of passionate professionals dedicated to helping our clients and our people to thrive.
With a rich history and a forward-thinking approach, we’re proud to be officially recognised as a Great Place To Work, and one of the best workplaces in the industry. Our commitment to flexibility, collaboration, and continuous improvement has earned us numerous awards, including:
- Best Workplaces™ for Development
- Best Workplaces™ for Women
- Best Workplaces™ for Wellbeing
- Best Workplaces™ in Financial Services & Insurance
- Employer of the Year
We value inclusion, creating a workplace where everyone belongs and can perform at their best.
