At a Glance
- Tasks: Manage personal tax clients and deliver high-quality income tax services.
- Company: Join a Top40 Accountancy Practice with a strong growth trajectory.
- Benefits: Salary up to £65,000, 25 days holiday, pension scheme, and healthcare.
- Other info: Dynamic role with opportunities for professional development and a diverse client portfolio.
- Why this job: Make a real impact while coaching junior team members and handling complex tax issues.
- Qualifications: CTA/ATT qualified with experience in personal tax and client management.
The predicted salary is between 46800 - 78000 £ per year.
McGinnis Loy Associates is proud to be working with a Top40 Accountancy Practice who have seen vast growth over the last five years and are now looking for a Personal Tax Manager / Private Client Tax Manager to join their growing team near Watford. Reporting to the Personal Tax Partner, 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 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 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.
- Assist with the client billing process effectively and efficiently.
- 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.
- Updating the Tax Partner on 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 / 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/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, excellent benefits including 25 days holiday, corporate pension scheme and healthcare.
Personal Tax Manager in Watford employer: McGinnis Loy Associates Ltd
McGinnis Loy Associates is an exceptional employer, offering a dynamic work environment in a Top40 Accountancy Practice located near Watford. With a strong focus on employee development, you will have the opportunity to coach junior team members and manage a diverse portfolio of high-net-worth clients, all while enjoying competitive benefits such as 25 days holiday, a corporate pension scheme, and healthcare. Join a growing team that values collaboration and innovation, making it a rewarding place for tax professionals seeking meaningful career advancement.
Contact Details:
McGinnis Loy Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Watford
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent changes in UK tax legislation. Be ready to discuss how you can add value to the team and manage complex client queries effectively. Confidence is key!
✨Tip Number 3
Showcase your coaching skills! As a Personal Tax Manager, you’ll be supervising junior staff, so highlight any experience you have in training or mentoring. This will demonstrate your leadership abilities and commitment to team development.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Personal Tax Manager in Watford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your CTA/ATT qualifications and any relevant experience in managing personal tax clients.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Mention specific examples of how you've handled complex tax issues or coached junior team members in the past.
Showcase Your Compliance & Advisory Skills:Since the role requires strong compliance and advisory expertise, be sure to include examples of your work in these areas. We want to see how you’ve successfully navigated HMRC queries or provided tax planning advice.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on board with our fantastic team!
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 how recent changes could impact your clients, especially high-net-worth individuals. This shows you're not just knowledgeable but also proactive in your field.
✨Showcase Your Coaching Skills
Since you'll be supervising junior team members, think of examples where you've successfully coached or mentored others. Prepare to share how you approach training and development, as this will highlight your leadership abilities.
✨Prepare for Client Scenarios
Anticipate questions about handling complex client queries or disputes with HMRC. Think through specific scenarios you've faced and how you resolved them. This will demonstrate your problem-solving skills and your ability to manage demanding clients.
✨Highlight Your Teamwork
Collaboration is key in this role, so be ready to discuss how you've worked effectively within a team. Share examples of how you've maintained workflows and ensured quality in your team's output, which will show that you can thrive under pressure.
