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Personal Tax Senior/Supervisor

sumerlaw.co.uk Logo

Sumer Law

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job 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.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

  • 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
What we offer:
  • CPD training throughout the year
  • Opportunity for individuals to suggest any ad hoc courses
  • Annual firm-wide seasonal events
  • Social club with events throughout the year
  • Regular team briefings, employee focus groups and staff meetings
  • Agile working
  • Supportive Partners and Managers dedicated to providing an individual career and personal development path

Additional Information:

Job Posted:
January 18, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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