Tax Portfolio Manager

3 weeks ago


Belfast, United Kingdom Sumer Northern Ireland Full time

Personal Tax Assistant Manager

Sumer NI is a leading accountancy and business advisory practice in Northern Ireland. We take pride in a culture of continuous development and training for all of our team members.

We offer a rewarding and supportive environment where you can grow your skills and advance your career.

  • Assist in managing a diverse portfolio of personal tax compliance clients.
  • Identify personal tax planning opportunities and assist in delivering advisory assignments.
  • Play a key role in the delivery of estate planning services to clients.
  • Train and mentor trainees within the team, developing their professional skills.
  • Build and maintain trusted client relationships.
  • Oversee the financial management of your portfolio.
  • Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services.
  • Proficiency in identifying and delivering tax planning opportunities.
  • Commercial awareness, with the ability to contribute to business development.

We offer a competitive salary and benefits package, including access to our employee benefits hub, with resources on health and financial well-being as well as lifestyle savings.

Our unique approach to client support ensures that you will be involved in a broad range of interesting work from the outset, helping clients achieve their objectives and supporting them with their strategies.


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