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- Tasks: Join our team as a Personal Tax Senior, managing tax returns and advising clients.
- Company: McGinnis Loy Associates is a reputable North London Accountancy Practice with a growing team.
- Benefits: Enjoy a salary up to £40,000, 20 days holiday, pension scheme, and healthcare.
- Why this job: This role offers diverse responsibilities and the chance to work with high-net-worth individuals.
- Qualifications: Ideal candidates are ATT qualified or finalists with experience in personal tax from a regional firm.
- Other info: You'll coach junior staff and handle complex tax issues while building client relationships.
The predicted salary is between 32000 - 48000 £ per year.
McGinnis Loy Associates is proud to be working with a well-known North London Accountancy Practice who are looking for a Qualified Personal Tax Senior to join their growing team of 20/25 staff. Reporting to the Personal Tax Manager, the role would ideally suit an ATT qualified or ATT finalist from another mid-tier or Regional Accountancy practice. You will be assisting with coaching junior graduates, reviewing personal tax returns and you should be able to demonstrate some Tax advisory expertise and knowledge.
Key Duties Include:
- Processing & submitting personal tax returns and reviewing non-complex tax returns within agreed service and quality standards
- Helping to manage a varied portfolio of HNWI’s, contractors, self-employed, business owners and non-residents (approx. 150/200 individuals)
- Assisting with ongoing HMRC tax investigations and dealing with valid tax claims (entrepreneur relief, VCT/EIS relief)
- Working with families and business owners to help reduce tax liabilities where possible
- Assisting with tax efficient structures and assisting with corporate re-organisations for tax planning purposes
- Liaising directly with clients regarding personal tax matters/queries on the phone and in person
- Assisting the Manager in overseeing a number of junior personal tax staff
- Ensuring that the quality of personal tax work is done to agreed cost and timescales, and adhering to the Firm’s quality standards.
- Liaising with the assigned Tax Manager to ensure that work is completed within budget and within HMRC tax deadlines
To be considered for the role you should ideally be in a well-known Small/Regional Accounting firm, seeking a move to a Tax practice where wider responsibilities and a broader client base will be made available to you. Therefore, knowledge and experience of preparing & submitting personal tax computations, dealing with complex tax issues and assisting in the management of personal tax portfolios is required. With excellent team working skills and relationship building skills, you should be able to help develop new and existing business, work well under pressure yet still deliver on time and budget.
On offer is a salary up to £40,000 with excellent benefits including 20 days holiday, pension scheme and healthcare.
To apply for the position or for more information, please contact McGinnis Loy Associates on 01183 245 245 or via email at .
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Personal Tax Senior employer: McGinnis Loy Associates Ltd
Contact Detail:
McGinnis Loy Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior
✨Tip Number 1
Make sure to highlight your experience with personal tax returns and any specific tax advisory expertise you have. This will show that you understand the complexities of the role and can handle the responsibilities effectively.
✨Tip Number 2
Demonstrate your ability to manage a diverse portfolio by discussing any previous experience with high-net-worth individuals or complex tax situations. This will help you stand out as a candidate who can handle the varied client base.
✨Tip Number 3
Emphasize your teamwork and coaching skills, especially if you've mentored junior staff before. This is crucial since the role involves overseeing junior personal tax staff and ensuring quality work.
✨Tip Number 4
Be prepared to discuss how you handle pressure and meet deadlines. The ability to deliver on time and within budget is key for this position, so share examples from your past experiences.
We think you need these skills to ace Personal Tax Senior
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Personal Tax Senior position. Understand the key duties and responsibilities, as well as the qualifications required. Tailor your application to highlight your relevant experience in personal tax and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with personal tax returns, tax advisory expertise, and managing a portfolio of clients. Mention any specific achievements or projects that demonstrate your ability to handle complex tax issues and work under pressure.
Showcase Teamwork and Leadership Skills: Since the role involves coaching junior staff and liaising with clients, be sure to include examples of your teamwork and leadership skills. Describe situations where you successfully guided others or built strong client relationships.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the accounting field.
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Showcase Your Tax Knowledge
Be prepared to discuss your experience with personal tax returns and any complex tax issues you've handled. Highlight specific examples where you've successfully reduced tax liabilities for clients or assisted in tax planning.
✨Demonstrate Coaching Skills
Since the role involves overseeing junior staff, share experiences where you've mentored or coached others. Discuss how you approach training and development, and how you ensure quality work from your team.
✨Client Interaction Experience
Prepare to talk about your experience liaising with clients. Be ready to provide examples of how you've managed client queries and built relationships, especially with high-net-worth individuals and business owners.
✨Understand the Firm's Standards
Research McGinnis Loy Associates and understand their quality standards and service expectations. Be ready to discuss how you can align your work with their goals and contribute to maintaining high-quality outputs.
