At a Glance
- Tasks: Manage personal tax clients and deliver high-quality income tax services.
- Company: Join a Top40 Accountancy Practice with a strong growth trajectory.
- Benefits: Salary up to £65,000, 25 days holiday, pension scheme, and healthcare.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real impact while coaching junior team members and handling complex tax issues.
- Qualifications: CTA/ATT qualified with experience in personal tax and client management.
The predicted salary is between 51750 - 63250 £ per year.
Personal Tax Manager / Private Client Tax Manager - SUPERB ROLE
Mc Ginnis Loy Associates is proud to be working with a 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 near Watford.
Reporting to the Personal Tax Partner, the role would ideally suit a CTA and/or ATT 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 both strong compliance & advisory expertise.
Key duties include
- Managing a diverse portfolio of personal tax clients, delivering high-quality income tax services to include reviewing tax returns, handling complex client queries and portfolio management.
- Assisting with Personal Tax advisory services to a wide range of HNW clients.
- Actively seeking opportunities to offer value-added private client tax services when appropriate.
- Maintaining internal workflows amongst the team and ensuring private client tax reports are up to date.
- Liaising with HMRC as needed, to resolve complex queries/disputes or request statutory and non-statutory clearances.
- Assist with the client billing process effectively and efficiently
- Research personal tax technical queries and propose solutions for review by the Personal Tax Partner.
- Supervise and assist with training of Qualified Tax colleagues in the Private Client Tax department.
- Reviewing complex HNW personal tax returns and other work to ensure consistent quality.
- Updating the Tax Partner on 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 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 tax advisory issues and managing a diverse UK client portfolio is preferred.
You should ideally have CTA/ATT Qualification, be a strong staff manager, able to deal 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 £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 Mc Ginnis Loy Associates (Reading) Office by telephone or via email at admin@mcginnisloy. com
Mc Ginnis 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
Personal Tax Manager in Watford employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Watford
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We think you need these skills to ace Personal Tax Manager in Watford
Some tips for your application 🫡
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How to prepare for a job interview at Jobiqo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jobiqo.
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