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- Tasks: Manage personal tax clients, prepare returns, and provide advisory services.
- Company: Join a Top20 Accountancy Practice experiencing rapid growth in Central London.
- Benefits: Enjoy a salary up to £75,000, 25 days holiday, pension scheme, and healthcare.
- Why this job: Be part of a dynamic team, coach juniors, and tackle diverse tax challenges.
- Qualifications: CTA or ATT Qualified with experience in personal tax and client management.
- Other info: Opportunity for career growth and exposure to a broad client base.
The predicted salary is between 45000 - 75000 £ per year.
McGinnis Loy Associates is proud to be working with a Top20 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 Tax Director, the role would ideally suit a CTA or ATT Qualified, and/or ACA Qualified tax specialist from a Top100 or Regional Accountancy practice, or a specialist 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 Personal Tax advisory services to a wide range of clients.
Actively seeking opportunities to offer value-added tax services when appropriate.
Maintaining internal workflows and ensuring private client tax reports are up to date.
Liaising with HMRC to resolve queries/disputes or request statutory and non-statutory clearances.
Completing client billing processes effectively and efficiently, making sure work is completed on time and budget.
Researching personal tax queries/technical queries and proposing solutions for review by the Tax Director.
Managing & training Qualified and Junior Tax colleagues in the department.
Reviewing personal tax returns and other work to ensure consistent quality.
Assisting Directors with family estate/trust structures and IHT/CGT re-balancing for tax planning purposes
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 required. You should ideally have CTA and/or ATT Qualification and you should be proficient in staff management & 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 £75,000 depending on relevant 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 on 01183 245 245 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
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Personal Tax 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 Manager
✨Tip Number 1
Make sure to highlight your qualifications, especially if you have CTA or ATT certifications. These are crucial for the Personal Tax Manager role, so be prepared to discuss how your qualifications align with the job requirements during any interviews.
✨Tip Number 2
Familiarise yourself with the latest changes in UK tax legislation. Being able to discuss recent developments and their implications on personal tax will demonstrate your expertise and proactive approach to potential employers.
✨Tip Number 3
Network with professionals in the accountancy field, particularly those who work in personal tax. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 4
Prepare to showcase your experience in managing a diverse portfolio of clients. Be ready to provide examples of how you've successfully handled client queries and delivered high-quality tax services in previous roles.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CTA or ATT 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 manage a diverse portfolio and your skills in coaching junior team members.
Showcase Your Technical Knowledge: Be prepared to discuss your understanding of UK tax legislation and how it impacts personal tax computations. Highlight any experience you have with HMRC queries and dispute resolutions.
Prepare for Potential Questions: Think about the types of questions you might be asked during an interview. Be ready to discuss your approach to client management, your experience with tax advisory services, and how you handle pressure while meeting deadlines.
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Showcase Your Qualifications
Make sure to highlight your CTA, ATT, or ACA qualifications during the interview. Discuss how your educational background and certifications have prepared you for the role of Personal Tax Manager, especially in managing complex personal tax computations.
✨Demonstrate Your Advisory Skills
Prepare examples of past experiences where you've provided personal tax advisory services. Be ready to discuss how you identified opportunities for value-added tax services and how you approached client queries effectively.
✨Emphasise Team Management Experience
Since the role involves coaching junior team members, share your experiences in staff management and training. Highlight any specific instances where you successfully guided a colleague or improved team performance.
✨Stay Updated on Tax Legislation
Familiarise yourself with recent changes in UK tax legislation and be prepared to discuss how these changes could impact clients. This shows your proactive approach and commitment to staying informed in the field.
