Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage personal tax clients and deliver high-quality income tax services.
- Company: Join a Top10 Accountancy Practice with a strong growth trajectory.
- Benefits: Salary up to £85,000, 25 days holiday, pension scheme, and healthcare.
- Why this job: Make a real impact while coaching junior team members and handling complex tax issues.
- Qualifications: CTA/ATT or ACA/ACCA qualified with experience in personal tax.
- Other info: Dynamic environment with opportunities for professional growth and development.
The predicted salary is between 51000 - 85000 £ per year.
McGinnis Loy Associates is proud to be working with a Top10 Accountancy Practice who have seen vast growth over the last five years and are now looking for a Personal Tax Manager OR Private Client Senior Manager to join their growing team near the Sevenoaks/Maidstone area. Reporting to the Personal Tax Partner, the role would ideally suit a CTA and ATT Qualified, or ACA/ACCA Qualified tax specialist from a Top50 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 personal tax clients, delivering high-quality income tax services 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.
- Actively seeking opportunities to offer value-added private client tax services when appropriate.
- Maintaining internal workflows 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.
- Complete the client billing process effectively and efficiently. Ensure work is completed on time and within budget.
- 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.
- Reviewing complex HNW personal tax returns and other work to ensure consistent quality.
- Researching complex tax queries on behalf of clients, and preparation of client meeting notes for the Partner.
- Assisting the Tax Director & Partner with tax efficient family structures and IHT/CGT re-balancing for tax planning purposes that are HMRC-compliant.
- Identifying changes in UK Tax legislation and how this may impact the portfolio.
To be considered for the Personal Tax Manager OR Private Client Senior 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 complex personal tax computations, dealing with tax advisory issues and managing a diverse UK client portfolio is required. You should ideally have CTA/ATT and/or ACA Qualification, you should be a strong staff manager, be 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 £85,000 depending on your seniority and personal tax expertise + excellent benefits including 25 days holiday, corporate pension scheme and healthcare.
Personal Tax Manager in Sevenoaks 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 in Sevenoaks
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just qualified, but also a great fit for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple way to show appreciation and keep you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our growing team!
We think you need these skills to ace Personal Tax Manager in Sevenoaks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your CTA/ATT or ACA/ACCA qualifications and any relevant experience in managing personal tax clients. We want to see how your skills match what we're looking for!
Showcase Your Expertise: In your application, don’t shy away from showcasing your compliance and advisory expertise. Mention specific examples of complex personal tax computations you've handled or any successful client interactions. This helps us see your potential impact on our team.
Be Personable: Remember, we’re not just looking for qualifications; we want someone who can build relationships with clients and colleagues. Use a friendly tone in your cover letter to show us your personality and how you’d fit into our team culture.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Know Your Tax Stuff
Make sure you brush up on the latest UK tax legislation and personal tax compliance. Be ready to discuss complex tax computations and advisory issues, as this role demands a solid understanding of these areas.
✨Showcase Your Coaching Skills
Since you'll be supervising junior team members, think of examples where you've successfully trained or mentored others. Highlight your leadership style and how you can help develop the team's skills.
✨Prepare for Client Scenarios
Expect questions about handling demanding clients and resolving HMRC queries. Prepare specific examples of how you've managed client relationships and navigated complex situations in the past.
✨Demonstrate Your Value-Added Approach
Think about ways you've identified opportunities to offer additional services to clients. Be ready to discuss how you can bring value to high-net-worth clients and enhance their tax strategies.
