At a Glance
- Tasks: Manage personal tax returns and coach junior staff while assisting clients with tax queries.
- Company: Join a Top15 Accountancy Firm with a supportive and dynamic team.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Work with high-net-worth individuals and enjoy a varied portfolio.
- Why this job: Make a real difference in clients' lives by optimising their tax situations.
- Qualifications: ATT, CTA, ACA, or ACCA qualified with personal tax advisory knowledge.
The predicted salary is between 36000 - 44000 £ per year.
McGinnis Loy Associates is proud to be working with a Top15 Accountancy Firm who are looking for a Personal Tax Senior to join their growing Private Client tax team in Reading. Reporting to one of the Personal Tax Managers, the role would ideally suit an ATT or CTA Qualified tax professional, or someone with the ACA or ACCA Qualification. You will be coaching junior staff, preparing reviewing personal tax returns, and you should be able to demonstrate some basic Personal 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
- Managing a varied portfolio of HNWI’s, contractors, self-employed, business owners and non-residents (approx. 100/120 individuals)
- Assisting with tax queries from Expat’s/Non-residents and dealing with global mobility issues from clients
- Assisting with HMRC tax investigations and dealing with valid tax claims (entrepreneurs relief, VCT/EIS relief)
- Working with the team to support wealthy families and business entrepreneurs to help reduce tax liabilities where possible
- Working through tax efficient structures in relation to trusts, and assisting Managers with wealth re-distribution for tax planning purposes
- Liaising directly with clients regarding tax matters
Personal Tax Senior employer: McGinnis Loy Associates Ltd
As a well-established family-owned business in Farnborough, we pride ourselves on fostering a supportive work culture that values autonomy and encourages professional growth. Our employees enjoy competitive salaries, generous holiday allowances, and the opportunity to lead a dedicated finance team, making this an excellent place for those seeking meaningful and rewarding employment in a collaborative environment.
Contact Details:
McGinnis Loy Associates Ltd Recruitment Team
