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.
#J-18808-Ljbffr
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
✨Get in Touch with Local Businesses
In tax advisory consulting, local businesses often need help with their finances and tax strategies. Don’t be shy—walk into companies nearby, introduce yourself, and let them know about your freelance services. Sometimes, a face-to-face chat can land you more work than a hundred emails!
✨Join Professional Networks
Get yourself involved in professional bodies like the Chartered Institute of Taxation or local accountants’ associations. They often host events or web seminars where you can meet potential clients and fellow freelancers in the tax field. Networking in these spaces can lead to referrals and collaborations that count!
✨Build a Stellar Online Presence
Create a professional website or a LinkedIn profile showcasing your tax advisory expertise. Share valuable insights, articles, or tax tips that demonstrate your knowledge. This not only builds credibility but also makes you more visible to those looking for freelance consultants in tax!
✨Reach Out to Your Existing Network
Don’t forget about the people you already know! Let friends, family, and previous colleagues know you’re freelancing in tax advisory. You’d be surprised how often personal connections can lead to new clients. Just a quick message can do wonders!
We think you need these skills to ace Personal Tax Manager in Reading
Some tips for your application 🫡
Show Off Your Tax Knowledge:Since you’re diving into the tax advisory consulting world, make sure your CV reflects your solid understanding of tax laws and regulations. List relevant coursework or certifications—like ACA or ACCA—that showcase your expertise. Feel free to include any special projects that demonstrate your problem-solving skills in tax planning!
Build a Portfolio of Success Stories:As a freelancer, your portfolio is your calling card! Include case studies or examples of clients you’ve helped with tax strategies, showing before-and-after scenarios. This gives potential clients a taste of what you can do and how you add value. If you’ve got testimonials, even better!
Nail Your Rates and Availability:When applying to McGinnis Loy Associates Ltd, be transparent about your rates and your availability for freelance projects. Potential clients appreciate knowing what they’re getting into, so include this info concisely in your cover letter—it’ll set you apart from other applicants who leave them guessing.
Keep It Succinct and Focused:Freelance roles often look for specific skills tailored to client needs. In your cover letter to McGinnis Loy Associates Ltd, get to the point quickly and highlight how your unique skills align with their needs. Avoid fluff and stick to the essentials—this shows you respect their time and have a clear sense of purpose!
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Show Off Your Consultancy Skills
As a freelance tax adviser, you’ll need to demonstrate your consultancy skills during the interview. Be ready to discuss how you can offer tailored tax solutions to clients, showcasing your understanding of tax laws and regulations. It’s all about proving you can advise based on their specific needs!
✨Get Your Portfolio on Point
Since this is a freelance gig, your portfolio is your golden ticket! Make sure you have case studies or examples of previous tax advisory work handy. Prepare to talk about strategies you’ve used in real scenarios, and don’t shy away from showcasing your successes.
✨Brush Up on Tax Legislation
Expect some technical questions about current tax legislation and how it impacts different industries. Familiarise yourself with the latest changes in tax laws and be prepared to discuss their implications with confidence. Keeping up-to-date not only shows you're knowledgeable but also that you are proactive in your field.
✨Pitch Your Service Value
Freelancing means you’ll be competing with others in the market, so you need to pitch your value effectively. Think about your rates, what unique expertise you bring to the table, and how you can solve a potential client's problems better than anyone else. Sell yourself as the go-to advisor for their tax needs!
