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: Enjoy a salary up to £55,000, flexible working, 25 days holiday, and healthcare.
- Other info: Great opportunity for career growth in a collaborative environment.
- Why this job: Make a real impact by helping clients navigate their personal tax challenges.
- Qualifications: ATT or CTA qualified, or ACA/ACCA with personal tax experience.
The predicted salary is between 55000 - 65000 £ 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 and reviewing personal tax returns, and you should be able to demonstrate some basic Personal Tax advisory expertise and knowledge.
Key duties include:
- Processing and 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 Personal tax matters/queries on the phone and in person
- Assisting the Personal Tax Manager in overseeing a number of graduate-level tax staff
- Ensuring that the quality of personal tax work is done to agreed cost and timescales, and adhering to the Firm's quality standards
- Liaising with the Personal Tax Manager to ensure that work is completed within budget and within HMRC tax deadlines
To be considered for the role you should ideally be seeking a move to an Accounting Firm where wider responsibilities and a broader client base will be made available to you. Knowledge and experience of preparing and submitting personal tax computations, dealing with various personal tax issues and CCH Tax experience would be a distinct advantage, and being able to manage your own small personal tax portfolio is required. With excellent team working skills and relationship building skills, you should be able to help develop new and existing business, work well under pressure yet still deliver on time and budget.
On offer is a salary up to £55,000 (depending on experience and qualification) excellent benefits including flexible working, 25 days holiday, corporate pension scheme and healthcare.
Accounts and Tax Senior (Personal Tax) in Reading employer: McGinnis Loy Associates Ltd
McGinnis Loy Associates is an exceptional employer, offering a dynamic work environment in Reading where personal tax professionals can thrive. With a strong focus on employee development, flexible working arrangements, and a comprehensive benefits package including 25 days of holiday and a corporate pension scheme, the firm fosters a culture of collaboration and growth. Joining our team means being part of a prestigious Top15 Accountancy Firm that values your expertise and supports your career progression while working with a diverse portfolio of high-net-worth clients.
Contact Details:
McGinnis Loy Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Accounts and Tax Senior (Personal Tax) in Reading
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We think you need these skills to ace Accounts and Tax Senior (Personal Tax) in Reading
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