Personal Tax Manager (Advisory focus) - SUPERB ROLE

Recruiter
McGinnis Loy Associates Ltd
Location
Coventry, UK
Salary
Competitive
Posted
16 Aug 2019
Closes
31 Aug 2019
Ref
1233080641
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Personal Tax Manager (Advisory focus) - SUPERB ROLE

McGinnis Loy Associates is proud to be working with a Top Regional Accountancy Firm who are looking for a Personal Tax Manager (Advisory focused) to join their growing team in Coventry. Reporting to one of the Tax Partners, the role would ideally suit a CTA or ATT Qualified Tax professional or a Qualified accountant from another Top or Regional Accountancy practice. You will be working with a senior team, managing junior Tax staff and you must be able to demonstrate strong Personal Tax Advisory & Compliance skills to manage your own portfolio. Key duties include:
  • Providing technical advice to clients on a broad range of issues, focussing in particular on income tax, capital gains and inheritance tax planning
  • Providing a senior level review of complex personal tax and trust returns
  • Providing technical support to the tax team and mentoring junior members of the tax team
  • Ensuring work is completed in a timely manner and in accordance with deadlines
  • Managing an International portfolio of OMB Business Owners, Non-Dom's and HNWI's with some personal and estate tax affairs
  • Ensuring both excellent client service and supporting the overall development of the office and firm.
  • Working on a variety of complex advisory tax projects and technical assignments, in addition to business development opportunities
  • Attending client meetings to ensure clients receive completed compliance & advisory tax work on time.
  • Ensuring up to date and an advanced level of technical knowledge through appropriate reading and courses in relation to Personal Tax Law
  • Researching and suggesting proposals for resolution of technical tax matters, ensuring complex matters are referred to a technical expert
  • Corresponding with HMRC and keeping clients up to date with progress on any tax investigations
  • Liaising with partners on matters which may significantly affect the client's tax liabilities

To be considered for the role you should either be seeking a move to a larger firm, or perhaps working within a Top100 firm looking for wider responsibility, and the ability to work with a more diverse and International client base. As a CTA/ATT qualified tax professional with excellent team working skills and relationship building skills, you should be able to help develop new & existing business, work well under pressure yet still deliver on time and budget. Experience in non-domicile and residence issues is desirable (but not essential), and you should ideally have significant experience in advisory work relating to CGT , income tax, IHT and trust planning. You should also possess the ability to see the bigger picture and understand how a particular issue or need fits into the wider clients personal and/or business tax situation.

On offer is a salary up to £55/60,000 with excellent flexi-benefits along with 25 days holiday, pension scheme & healthcare. To apply for the positions, or for more information, please contact McGinnis Loy Associates (Midlands) Office or via email at admin@mcginnisloy. com

For other opportunities in Finance & Accounting or Public Practice within the Thames Valley, London & Midlands please visit our website at www.mcginnisloy.com. McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act.

Follow us on twitter @mcginnisloy or check our Linked-In company profile

Similar jobs

Similar jobs