At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide advisory services.
- Company: Join a Top80 Accountancy Practice experiencing rapid growth near Reading.
- Benefits: Salary up to £65,000, 25 days holiday, pension scheme, and healthcare.
- Other info: Dynamic environment 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 and/or ATT qualified with experience in personal tax and client management.
The predicted salary is between 51750 - 63250 £ per year.
Mc Ginnis Loy Associates is proud to be working with a Top80 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 Manager to join their growing team near Reading.
Reporting to the Personal Tax Director, 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 150+ personal tax clients, 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, trusts and business owners.
- Actively seeking opportunities to offer value-added private client tax services when appropriate.
- Assisting with disclosures and enquiries into personal tax returns and related filings
- Preparation of Capital Gains Tax CGT for UK residential properties
- Assisting with Making Tax Digital MTD quarterly filings for your portfolio of self-employed and property business owners
- 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.
- Supporting senior team members on tax advisory projects such as residence issues, CGT planning, inheritance tax reviews and trust principal charges
- 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.
- Staying up to date with changes in UK Tax legislation and how this may impact the portfolio
To be considered for the Personal Tax Assistant 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 and/or 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 and seniority (to £55,000 at Assistant Manager level) + excellent benefits including 25 days holiday, corporate pension scheme and healthcare.
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Personal Tax Manager in Reading 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
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Reading
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as McGinnis Loy Associates Ltd, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager in Reading
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch McGinnis Loy Associates Ltd's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at McGinnis Loy Associates Ltd. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at McGinnis Loy Associates Ltd!
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for McGinnis Loy Associates Ltd.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within McGinnis Loy Associates Ltd. It helps to show our commitment!
