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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing personal tax compliance for private clients, including preparation and review of tax returns, personal tax planning, and advisory work on capital gains and inheritance tax. Strong ability to build client relationships and mentor junior team members while staying updated with tax legislation.
Highest-signal resume keywords
ATT QualifiedUK Personal Tax KnowledgePersonal Tax Return PreparationClient Relationship ManagementOrganisational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Personal Tax ComplianceTax Return ReviewCapital Gains TaxInheritance TaxSuccession PlanningTax Legislation ResearchTechnical Query ResolutionPortfolio ManagementAdvisory WorkAttention to Detail
Soft Skills
Excellent CommunicationRelationship BuildingConstructive FeedbackTeam DevelopmentOrganisational Skills
Certifications & Qualifications
ATTACACTA
Industry Keywords
Private Client TaxAccountancy PracticeHigh-Net-Worth IndividualsEntrepreneursBusiness Owners
About the role
Key responsibilities & impact- Manage a portfolio of private clients and oversee personal tax compliance requirements
- Prepare and review personal tax returns for accuracy and timely submission
- Respond to client queries and build professional relationships
- Assist with personal tax planning and research technical queries
- Support advisory work involving capital gains tax, inheritance tax and succession planning
- Liaise with colleagues across tax and other service lines
- Review work prepared by junior colleagues and provide constructive feedback
- Support training and development of junior team members
- Keep up to date with tax legislation and HMRC guidance
- Identify opportunities to enhance client relationships and support team growth
Requirements
What you’ll need- ATT qualified or studying towards ACA/CTA, or an equivalent level of relevant tax experience
- Experience working within a private client tax team in an accountancy practice
- Good technical knowledge of UK personal tax
- Experience preparing and reviewing personal tax returns
- Exposure to a varied private client portfolio, including high-net-worth individuals, entrepreneurs or business owners, advantageous
- Understanding of personal tax planning matters, including capital gains tax, inheritance tax and succession planning
- Strong organisational skills and ability to manage multiple assignments and meet deadlines
- Excellent communication skills and confidence building positive relationships with clients and colleagues
- Strong attention to detail and commitment to accurate, high-quality work
Benefits
Comp & perks- Opportunity to work with a diverse portfolio of private clients
- Exposure to a broad range of personal tax and advisory matters
- Opportunity to develop technical expertise and build strong client relationships
- Greater responsibility within a growing Private Client team
- Support for continued professional development
- Valuable experience in advisory work and team supervision
- Opportunities and resources of the wider Sumer Group
- Career development opportunities as the team expands
- Inclusive workplace where differences are valued and celebrated
- Support during the hiring process if needed