Personal Tax Assistant Manager

Leeds, West Yorkshire (GB) / / Liverpool
25 Nov 2023
25 Dec 2023
Approved employers
Approved employer
Job role
Contract type
Full time

Our Mission

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

  • Working with our clients to transform their business and personal finances. Connecting and contributing to the business community in the cities we are located in. Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation. Being a great place to work and develop your career.

Role Purpose

Working closely with the Head of Personal Tax you will be responsible for managing and supervising members of the personal tax team in order to deliver a world class personal tax compliance service to clients.

Role Objectives

  • Managing a portfolio of personal tax compliance to meet filing deadlines for the Leeds office. Managing, supervising and training junior members of the tax team. Undertaking meetings with new and existing clients to develop and maintain excellent working relationships, identifying advisory opportunities including provision of share schemes, inheritance tax and capital gains tax planning and referrals within the wider business. Working closely with the corporation tax compliance team to obtain information required to complete clients’ self-assessment tax returns. Preparing self-assessment tax returns, providing an all-round service with the emphasis on each client's individual requirements. Demonstration of knowledge with regards to P11Ds, tax credits, tax codes, pension relief, gift aid relief claims for charities and dealing with HMRC Compliance. Completion of self-employed accounts and schedules of income from property.

Your knowledge, skills and experience

  • Qualified ATT or CTA (or both) with industry experience within a private practice tax environment. A minimum of one year of post qualification experience (and four years of total experience) in a private practice tax environment. Technically strong with a passion for knowledge and the ability to think creatively. Demonstrable experience of successfully managing client relationships and building internal networks to deliver a service that is beyond expectation. Experience of supervising junior team members. Strong written communication skills and report writing skills. Organised with excellent time management skills to ensure all deadlines are met. Process improvement mindset to ensure the personal tax team continues to deliver a world class service.

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