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For Companies At a Glance
- Tasks: Manage personal tax clients and deliver high-quality income tax services.
- Company: Join a Top10 Accountancy Practice with impressive growth and a dynamic team.
- Benefits: Enjoy a supportive work environment with opportunities for professional development.
- Why this job: Be part of a growing team, coach juniors, and enhance your tax expertise.
- Qualifications: CTA, ATT, ACA, or ACCA qualified with experience in personal tax.
- Other info: Opportunity to work closely with HMRC and handle diverse client portfolios.
The predicted salary is between 43200 - 72000 £ 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
Personal Tax Assistant Manager 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 Assistant Manager
✨Tip Number 1
Familiarize yourself with the latest personal tax regulations and compliance requirements in the UK. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the accountancy sector, especially those who work in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and learn about job openings.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios and resolved complex tax issues in previous roles. Highlighting your hands-on experience will set you apart from other candidates.
✨Tip Number 4
Showcase your coaching abilities by discussing any experience you have in mentoring junior staff. This is a key aspect of the role, and demonstrating your leadership skills can make a strong impression.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Personal Tax Assistant Manager. Highlight your experience in managing personal tax clients and your ability to coach junior team members.
Tailor Your CV: Customize your CV to reflect your qualifications, such as CTA, ATT, ACA, or ACCA. Emphasize your experience in compliance and advisory services, as well as your familiarity with HMRC processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your track record in delivering high-quality services. Mention specific examples of how you've added value to previous roles.
Highlight Key Skills: In your application, make sure to highlight key skills such as portfolio management, client communication, and your ability to meet deadlines. These are crucial for the role and will set you apart from other candidates.
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Know Your Tax Regulations
Make sure you are well-versed in the latest personal tax regulations and compliance requirements. Being able to discuss recent changes or challenges in the tax landscape will demonstrate your expertise and commitment to the field.
✨Showcase Your Coaching Skills
Since the role involves coaching junior team members, be prepared to share examples of how you've successfully mentored others in the past. Highlight your leadership style and how you foster a collaborative environment.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Be ready to discuss how you would handle complex personal tax computations or client queries, showcasing your problem-solving skills and attention to detail.
✨Demonstrate Value-Added Services
The job emphasizes seeking opportunities for value-added tax services. Prepare to discuss how you've identified and implemented such services in previous roles, and how you can bring that proactive approach to this position.
