Personal Tax Manager​/Assistant Manager

Job Location - We are considering applications in the Manchester, Liverpool and Leeds areas.

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.

At Sedulo we embrace a holistic and innovative culture with diversity and integrity at the heart. We are working to build an open and inclusive environment which supports the needs of all our team members.

We are looking for people to join the team who want to deliver beyond expectation and get results. Whether this be through embracing feedback, creating fulfilling relationships with colleagues and clients, being genuinely interested in their work, or by simply being the best version of themselves.

At Sedulo, we know how important it is to create an environment for positive change, both in work and in the communities, we work within. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. You can make an impact at Sedulo, not only through delivering amazing work, but also through participating in the charity campaigns we run throughout the year.

Alongside all of this, our events team ensure we also have a lot of fun – with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values:
Personable, Integrity, Holistic, Innovative and Deliver Beyond Expectation.

Working closely with the Head of Personal Tax, you will take ownership of a varied personal tax portfolio and play a key role in delivering a high-quality compliance and advisory service to clients. You will support the day‑to‑day management of the team, reviewing work, coaching junior colleagues and helping to identify opportunities to add value through proactive tax planning and wider Sedulo services.

• Manage a portfolio of personal tax clients, ensuring all compliance work is planned, reviewed and delivered accurately and in line with filing deadlines.
• Review self‑assessment tax returns, tax computations and associated schedules, providing clear feedback and guidance to preparers.
• Supervise, coach and develop junior members of the personal tax team, supporting their technical progression and confidence in client delivery.
• Build and maintain strong relationships with new and existing clients, acting as a trusted day‑to‑day contact and escalating complex matters where appropriate.
• Identify advisory opportunities, including share schemes, inheritance tax, capital gains tax, pension relief, tax‑efficient giving and wider referrals across the business.
• Work closely with the corporation tax compliance team and wider service lines to obtain information and deliver a joined‑up client experience.
• Prepare and review high‑quality self‑assessment tax returns, self‑employed accounts and property income schedules, tailoring the service to each client’s needs.
• Support HMRC correspondence and compliance matters, including tax codes, P11
  
  Ds, tax credits, gift aid relief claims and related queries.

• ATT and/or CTA qualified, or part‑qualified with strong relevant experience; ACA/ACCA backgrounds with personal tax experience will also be considered.
• A minimum of five years’ experience within a private practice personal tax environment, with exposure to portfolio management and compliance review.
• Strong technical knowledge across UK personal tax, including income tax, capital gains tax, inheritance tax, employment benefits, pensions and HMRC compliance matters.
• Experience reviewing work prepared by junior colleagues and providing constructive, practical feedback…