Personal Tax Manager

Personal Tax Manager / Private Client Tax Manager – SUPERB ROLE
McGinnis Loy Associates is proud to be working with a fast-growing Top40 Accountancy Practice who have seen vast growth over the last five years and are now looking for a Personal Tax Manager / Private Client Tax Manager to join their growing team in Central London. Reporting to the Personal Tax Director, the role would ideally suit a CTA or ATT Qualified, or ACA/ACCA Qualified tax specialist from a Top100 or Regional Accountancy practice, or a Tax Boutique. You will be coaching junior members of the team, reviewing complex personal tax computations and you should be able to demonstrate strong compliance & have some advisory expertise. Key duties include:
Reviewing multiple personal tax returns within agreed service levels and quality standards, identifying additional tax planning opportunities
Alongside the Tax Director, leading work on personal tax advisory projects and dealing directly with clients
Generating new leads and winning new personal tax clients through the firms current client base and business development
Managing your own portfolio of 175 self-employed, private estates and family/business-related personal tax clients
Dealing with complex tax queries on behalf of clients, and preparation of client meeting notes for the team
Reviewing work carried out by team juniors to ensure personal tax 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 tax planning purposes that are HMRC-compliant
Liaising directly with clients and HMRC regarding personal tax matters on the phone and in person, and others in the tax and audit departments
Identifying changes in UK Tax legislation and how this may impact the portfolio
Ensuring the quality of personal tax work is done to agreed cost and timescales
To be considered for the Personal Tax Manager / Private Client 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 reviewing personal tax computations, dealing with some tax advisory issues and managing a diverse UK client portfolio is required). You should ideally have CTA or ATT Qualification and you should be proficient in staff management, coaching & training, dealing with demanding clients 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, corporate pension scheme and healthcare. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office on 01183 245 245 or via email at #####
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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