Personal Tax Assistant Manager

2 months ago

Belfast, United Kingdom Sumer Northern Ireland Full time
Job Description

Who is Sumer NI?

As one of the leading accountancy and business advisory practices in Northern Ireland, Sumer NI take pride in a culture of continuous development and training for all of our team.

We are always looking for talented and motivated individuals who share our values of excellence, integrity, and innovation. Whether you are an experienced professional or a recent graduate, you will find a rewarding and supportive environment at Sumer NI, where you can grow your skills and advance your career.


About the role


The role will involve:


  • Assisting in managing a diverse portfolio of personal tax compliance clients
  • Identifying personal tax planning opportunities and assisting in delivering advisory assignments
  • Playing a key role in the delivery of estate planning services to clients
  • Training and mentoring trainees within the team, developing their professional skills
  • Building and maintaining trusted client relationships
  • Overseeing the financial management of your portfolio
  • Contributing to the firm’s Business Development initiatives.


What We're Looking For

(Skills and Attributes for Success)


  • ACA and/or CTA qualified.
  • Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services
  • Strong interpersonal skills with the ability to develop exceptional client relationships
  • Proficiency in identifying and delivering tax planning opportunities
  • Solid organisational skills with the ability to manage multiple priorities efficiently
  • Leadership and mentoring skills, with experience in developing junior staff
  • Commercial awareness, with the ability to contribute to business development
  • A proactive and solutions-focused mindset.


What's in it for you?


  • 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
  • Working in an environment that fosters learning and development
  • Internal mentor and buddy system to support you through your career journey
  • Personal development programs to facilitate career growth, alongside practical, on-the-job training.


Why Choose a Tax career with us?

At Sumer NI, we take pride in providing hands-on, proactive tax advice that is professional, relevant, and meaningful. 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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