{"id":2695349,"url":"https://alion.io/job/sumer-personal-tax-manager","title":"Personal Tax Manager","company":{"id":684716,"name":"Sumer","domain":"sumer.co.uk","url":"https://alion.io/company/sumer-2","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Pinpoint","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cleckheaton, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":55000,"max_usd":96000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":20},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-15T09:58:45Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-20T06:44:30Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"We are excited to be looking for a Personal Tax Manager to manage a portfolio of personal tax clients, ensuring they meet their tax return filing obligations, and to provide a proactive, efficient and cost-effective taxation service. The role will also assist with ad hoc personal tax advisory work as required.\nKey Responsibilities\nManage a portfolio of personal tax clients to include:\nUndertake reviews of self-assessment returns prepared by more junior colleagues.\nProvide clients with a proactive, efficient and cost-effective taxation service that meets their needs and the requirements of regulatory authorities.\nNegotiate and raise fees and take responsibility for WIP management across the client portfolio.\nReport to the Line Manager and Partner, keeping them up to date on the progress of work undertaken.\nMentor and train colleagues at Tax Trainee level.\nWork alongside senior team members to identify key opportunities within the client portfolio.\nAssist with ad hoc personal tax advisory work arising from the portfolio, with opportunities to support other advisory assignments as required.\nContribute to the firm’s practice development activities, including preparing articles and e-shots, improving processes, delivering presentations and networking.\nKeep up to date with changes in tax legislation and HMRC processes and manuals, and communicate relevant changes to clients.\nAttend relevant courses to develop interpersonal skills and maintain an appropriate level of technical CPD.\nSkills, Knowledge & Expertise\nQualified by experience, or ACA, ATT or CTA qualified.\nAt least three years’ experience in personal tax work.\nExperience of other taxes would be beneficial but is not essential.\nAble to communicate effectively with clients and colleagues.\nExcellent time-management skills, with the ability to meet a range of strict deadlines.\nBelong @ Sumer\nAt Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.\nOur values represent what matters most to us and guide how we work every day:\nWe Shine Together\nWe Do the Right Thing\nWe Make It Count\nWe know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.","description_format":"text","description_chars":2402,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-16T09:58:45Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-10-20T06:21:30+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":73,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.812,"p_room":0.9,"age_days":4,"expected_fill_days":8,"reasons":["conf:2","velocity","win:mid","comp:brand"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/sumer-personal-tax-manager","json_url":"https://alion.io/job/sumer-personal-tax-manager.json","meta":{"generated_at":"2026-10-20T10:27:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11367,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":684716},"rest":"https://alion.io/mcp/rest/get_company?id=684716"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsumer-personal-tax-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsumer-personal-tax-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsumer-personal-tax-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sumer-personal-tax-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsumer-personal-tax-manager"}]}