Compliance Personal Tax Manager

Compliance Personal Tax Manager

Department: Personal Tax

Employment Type: Permanent

Location: Stamford

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.

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

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• We Do the Right Thing
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