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For Companies At a Glance
- Tasks: Manage personal tax clients, prepare returns, and coach junior team members.
- Company: Join a Top10 Accountancy Practice experiencing rapid growth in Guildford.
- Benefits: Enjoy a salary up to £60,000, 25 days holiday, pension scheme, and healthcare.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact.
- Qualifications: CTA/ATT or ACA/ACCA qualified with experience in personal tax and client management.
- Other info: Opportunity for career growth and exposure to diverse client portfolios.
The predicted salary is between 42000 - 60000 £ per year.
Job Description
Personal Tax Assistant Manager / Private Client Tax Supervisor – SUPERB ROLE
McGinnis Loy Associates is proud to be working with a Top10 Accountancy Practice who have seen vast growth over the last five years and are now looking for a Personal Tax Assistant Manager / Private Client Tax Supervisor to join their growing team in Guildford. Reporting to the Personal Tax Director, the role would ideally suit a CTA and 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 basic advisory expertise. Key duties include:
- Managing a diverse portfolio of personal tax clients, delivering high-quality income tax services to include preparing returns, handling client queries and portfolio management.
- Assisting with Persona Tax advisory services to a wide range of clients.
- Actively seeking opportunities to offer value-added tax services when appropriate.
- Maintaining internal workflows and ensure private client tax reports are up to date.
- Liaise with HMRC as needed, to resolve queries/disputes or request statutory and non-statutory clearances.
- Complete the client billing process effectively and efficiently. Ensure work is completed on time and within budget.
- Research personal tax queries/technical queries and propose solutions for review by the Personal Tax Director.
- Supervise and assist with training of more junior Tax colleagues in the department.
- Review of personal tax returns and other work to ensure consistent quality.
- Researching complex tax queries on behalf of clients, and preparation of client meeting notes for the team
- Assisting Directors with tax efficient family structures and IHT/CGT re-balancing for tax planning purposes that are HMRC-compliant
- Identifying changes in UK Tax legislation and how this may impact the portfolio
To be considered for the Personal Tax Assistant Manager / Private Client Tax Supervisor 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 and/or ATT Qualification and you should be proficient in junior staff coaching & training, dealing with demanding clients and HMRC queries. With excellent team working skills and relationship building skills, you should be able to work well under pressure and still deliver on time & budget.
On offer is a salary up to £60,000 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 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
Contact Detail:
McGinnis Loy Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events, webinars, or local meetups to connect with individuals who may have insights into the role or the company. Building relationships can often lead to referrals or insider information about the job.
✨Tip Number 2
Familiarise yourself with the latest UK tax legislation and compliance requirements. Being knowledgeable about recent changes can set you apart during interviews, showing that you're proactive and well-informed about the industry.
✨Tip Number 3
Prepare to discuss your experience in coaching and managing junior staff. Think of specific examples where you've successfully trained others or improved team performance, as this is a key aspect of the role.
✨Tip Number 4
Research the company’s culture and values. Understanding what they prioritise can help you tailor your approach during interviews and demonstrate how you align with their goals, making you a more attractive candidate.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, especially your CTA, ATT, ACA, or ACCA credentials. Emphasise your experience in managing personal tax clients and any relevant advisory roles you've held.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to coach junior staff and manage diverse portfolios, as well as your familiarity with HMRC processes.
Showcase Relevant Skills: Highlight your skills in compliance, tax computations, and client management. Provide examples of how you've successfully resolved complex tax queries or improved workflows in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Know Your Tax Legislation
Make sure you're up to date with the latest UK tax legislation. Being able to discuss recent changes and how they impact personal tax clients will show your expertise and readiness for the role.
✨Demonstrate Coaching Skills
Since the role involves supervising junior staff, be prepared to share examples of how you've successfully coached or trained others in the past. Highlighting your leadership skills can set you apart from other candidates.
✨Prepare for Technical Questions
Expect to face technical questions related to personal tax computations and advisory services. Brush up on complex scenarios and be ready to explain your thought process in resolving them.
✨Showcase Client Management Experience
Discuss your experience managing a diverse portfolio of clients. Be specific about how you've handled client queries and maintained relationships, as this is crucial for the role.
