We are seeking a highly motivated and technically strong CTA-qualified Tax Advisor to join our growing team. This is an excellent opportunity to work with our Tax Director on a wide range of advisory projects, supporting with high quality client delivery across private client and corporate matters.

You will play a key role in the preparation and delivery of complex tax advisory work, including drafting advice reports and supporting on strategic planning assignments and projects.

The role offers exposure to a diverse client base, including Owner Managed Businesses (OMBs), high net worth clients, individuals and corporate groups.

Key Responsibilities

Support the Tax Director with preparation and delivery of high-quality tax advice, has a holistic approach to client advice and delivery
Prepare clear, well structured, and technically accurate written advice reports.
You will be actively involved in the end-to-end delivery of advisory work, you will act as a trusted right hand to the Tax Director in managing workflow and driving projects forward and delivering best in class quality advice.
Ideally you will have knowledge of Private Client and Corporate matters affecting OMB’s and be able to assist with tax planning and restructuring projects for the business and its owners.
Alternatively, you will have private client tax planning experience, including IHT planning, Capital Gains Tax advice and income extraction planning experience.
You may also Corporate Tax planning experience, being able to deal with corporate restructuring, drafting clearances, writing advice documents, advising on Share Schemes, Remuneration Planning, Restructuring including groups, purchase of own shares and demergers, ERS reporting and ATED all are not essential but proven experience in this area is important.
You will undertake technical research and apply findings to client scenarios; you will also be a point of contact for other departments with technical tax questions as any when required.
Liaise with clients and internal teams to gather information and ensure a timely delivery.
Contribute to the development of internal technical knowledge and best practice for the team.
You may need to assist with Complex Compliance work as the need arises in busy periods, or disclosure work and HMRC enquiries.

Skills, Knowledge & Expertise

CTA Qualified (essential) with post qualification experience in an advisory role.
Proven experience in writing tax advisory reports to a high standard
Be able to articulate well and have an excellent understanding of UK tax legislation, with clear and confident written and verbal communication skills.
You will have a background in advising OMBs on personal and corporate matters, or specifically private client advisory and or/corporate advisory.
You will have strong technical knowledge with excellent attention to detail
You will be organised and be able to manage multiple projects and meet deadlines.
You will have a proactive, can-do attitude with a willingness to support and a hands-on approach to delivery of detailed advisory work.

Job Benefits

At 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.

Our values represent what matters most to us and guide how we work every day:

We Shine Together
We Do the Right Thing
We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.