Estate Planning and Tax Assistant

5 days ago


Belfast, United Kingdom Sumer Northern Ireland Full time

We are seeking a highly skilled and motivated Tax Portfolio Manager to join our team at Sumer Northern Ireland. The successful candidate will be responsible for managing a diverse portfolio of personal tax compliance clients, identifying tax planning opportunities, and delivering advisory assignments.

To succeed in this role, you will need to have ACA and/or CTA qualifications, experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services, and strong interpersonal skills. You should have the ability to develop exceptional client relationships, identify and deliver tax planning opportunities, and manage multiple priorities efficiently.

The estimated annual salary for this position is £55,000-£65,000, depending on experience. We offer a competitive benefits package, including access to employee benefits, internal mentorship and buddy system, and personal development programs.



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