Tax Manager

Sumer Group; Stafford; On-site; GBP 40,000 - 80,000; Full time

Job description

You will be reporting directly to the Tax Director, and you will play a critical role in the review and completion of tax returns for a varied client portfolio. You will also identify opportunities to contribute towards the development of a larger advisory function.

Key Responsibilities include:

• Management of P11ds.
• Oversee personal tax returns, supporting junior staff with technical queries.
• Completion of complex tax returns.
• Act as a primary contact for clients, attending meetings as needed, and supporting in providing strategic business and tax advisory services.
• Liaise with external bodies such as HMRC and promptly resolve client queries.
• Support the Tax Director with advisory projects and ad hoc tax advice for clients.
• Lead, develop, and mentor a small team, promoting a client-centric and supportive environment.
• Contribute to monthly management meetings, driving operational and cultural improvements.

Skills and Experience:

• CTA qualified (or equivalent) with post-qualification experience.
• Proven experience managing a diverse client portfolio in an accounting practice.
• In-depth knowledge of tax legislation.
• Strong technical expertise in personal tax and capital allowances for sole traders and partnerships, as well as a good understanding of Corporation Tax.
• Sound tax advisory knowledge enabling you to advise owner-managed businesses and families covering IHT, CGT, Income Tax and all Company Tax issues.
• Experience of succession planning and corporate restructuring for company clients would be welcomed but not essential.
• Experience of advising non-resident clients would be an advantage but not essential.
• Proficiency in addressing complex tax issues.
• Ability to nurture and maintain strong client relationships, providing excellent holistic advisory services from the company perspective and individuals.
• Strong leadership experience with a track record of mentoring and developing teams.

You may be the sort of person who is:

• Personable: able to develop trusted, long-term relationships with clients and colleagues.
• A Natural Leader: adept at motivating, supporting, and guiding your team to success.
• Client-Focused: passionate about delivering excellent service, anticipating client needs, and providing tailored advice.
• Proactive & Problem-Solving: thrives in dynamic environments, solving challenges creatively and efficiently.
• Collaborative: enjoys working within a team and contributing to a positive workplace culture.