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Personal Tax Senior​/Supervisor

Job in Greater London, London, Greater London, EC1A, England, UK
Listing for: Sumer Group Holdings Limited
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Tax Advisor, Tax Accountant, Tax Manager, Accounting & Finance
  • Accounting
    Tax Advisor, Tax Accountant, Tax Manager, Accounting & Finance
Job Description & How to Apply Below
Position: Personal Tax Senior / Supervisor
Location: Greater London

Personal Tax Senior/Supervisor

Department: Personal Tax

Employment Type: Permanent

Location: London

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. Please note - this role will have an anticipated start date of mid February 2026.

Key Responsibilities
  • 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.
Skills, Knowledge and Expertise
  • 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/Lexis Nexis)
  • Excellent verbal and written communication skills
  • Time management skills and experience in meeting deadlines
DESIRABLE
  • 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
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Position Requirements
10+ Years work experience
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