Tax Portfolio Manager

7 days ago


Belfast, United Kingdom Sumer Northern Ireland Full time
Join Our Team

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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