Compliance Personal Tax Manager

Description

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.

Department

Personal Tax

Location

Stamford

Role Overview

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

Skills, Knowledge and Expertise

• 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

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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