Personal Tax Manager (Advisory focus) - SUPERB ROLE

McGinnis Loy Associates Ltd
Coventry, UK
12 Sep 2019
03 Oct 2019
Contract Type
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 McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act.

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