Tax Portfolio Manager
7 days ago
Sumer Northern Ireland is a leading accountancy and business advisory practice in Northern Ireland, committed to providing hands-on, proactive tax advice that is professional, relevant, and meaningful.
We are seeking a skilled and motivated individual to join our team as a Personal Tax Assistant Manager. The successful candidate will have a strong background in personal tax compliance and estate planning, with excellent interpersonal skills and the ability to develop exceptional client relationships.
Key Responsibilities:
- Manage a diverse portfolio of personal tax compliance clients
- Identify personal tax planning opportunities and deliver advisory assignments
- Play a key role in delivering estate planning services to clients
- Train and mentor junior staff members
- Build and maintain trusted client relationships
- Oversee the financial management of your portfolio
- Contribute to business development initiatives
What We Offer:
- Competitive salary: £60,000 - £80,000 per annum
- Benefits package including access to employee benefits hub with resources on health and financial well-being as well as lifestyle savings
- Opportunities for professional development and career advancement
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