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Personal Tax Manager

McGinnis Loy Associates Ltd
Closing date
3 Jun 2022

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Contract Type
Full Time
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Private Client Tax Manager / Personal Tax Manager

McGinnis Loy Associates is proud to be working with a highly renowned Accountancy Practice who have seen vast growth over the last five years and are now looking for a Private Client Tax Manager / Personal Tax Manager to join their growing team in London City. Reporting to the Personal Tax Director, the role would ideally suit an ATT or CTA Qualified (or ACA/ACCA Qualified) tax specialist from a Top100 or Regional Accountancy practice, or Tax Boutique. You will be coaching junior members of the team, reviewing personal tax computations and you should be able to demonstrate both strong compliance & some advisory expertise. Key duties include:

Private Client Tax Manager / Personal Tax Manager
  • Reviewing multiple personal tax returns within agreed service levels and quality standards, identifying additional tax planning opportunities
  • Alongside the Partner, assisting with work on some personal tax advisory projects and dealing directly with clients
  • Generating new leads and winning new personal tax clients
  • Managing your own portfolio of 150+ self-employed, non-residents, private estates and family/business-related personal tax clients
  • Dealing with basic and complex tax queries on behalf of clients, and preparation of client meeting notes for the team
  • Planning and reviewing work carried out by team juniors to ensure personal tax compliance work is completed within timeframes and budget
  • Completing appraisals for all Tax members of staff to enhance their effectiveness
  • Assisting with tax efficient family structures and with IHT/CGT re-balancing for basic tax planning purposes that are HMRC-compliant
  • Liaising directly with clients and HMRC regarding personal tax compliance matters on the phone and in person, and others in the internal tax and audit departments
  • Identifying changes in UK Tax legislation and how this may impact the portfolio
  • Ensuring the quality of personal tax compliance work is done to agreed cost and timescales

To be considered for the Private Client Tax Manager / Personal Tax Manager role, you should ideally be seeking a move to an accountancy practice where wider responsibilities and a broader client base will be made available to you. Knowledge and experience of preparing & reviewing personal tax computations, dealing with some basic tax advisory issues and managing a diverse UK client portfolio is required. You should ideally have the ATT and/or CTA Qualification and you should be proficient in staff management, coaching & training, dealing with client tax issues and HMRC queries. With excellent team working skills and relationship building skills, you should be able to help develop new and existing Tax business, work well under pressure yet still deliver on time and budget.

On offer is a salary up to £65,000 depending on experience + excellent benefits including 25 days holiday, pension scheme and healthcare. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at admin@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
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