At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and review complex tax computations.
- Company: McGinnis Loy Associates collaborates with a Top10 Accountancy Practice in Guildford.
- Benefits: Salary up to £60,000 plus 25 days holiday, corporate pension scheme, and healthcare.
- Other info: Role involves coaching junior staff and liaising with HMRC.
- Why this job: Join a growing team and expand your responsibilities in personal tax management.
- Qualifications: CTA and/or ATT Qualified, or ACA/ACCA Qualified tax specialist required.
The predicted salary is between 60000 - 60000 £ 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 Assistant Manager / Private Client Tax Supervisor to join their growing team in Guildford. Reporting to the Personal Tax Director, the role would ideally suit a CTA and ATT Qualified, or ACA/ACCA 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 strong compliance & have some basic advisory expertise.
Key duties include:
- Managing a diverse portfolio of personal tax clients, delivering high-quality income tax services to include preparing returns, handling client queries and portfolio management.
- Assisting with Personal Tax advisory services to a wide range of clients.
- Actively seeking opportunities to offer value-added tax services when appropriate.
- Maintaining internal workflows and ensure private client tax reports are up to date.
- Liaise with HMRC as needed, to resolve 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 queries/technical queries and propose solutions for review by the Personal Tax Director.
- Supervise and assist with training of more junior Tax colleagues in the department.
- Review of 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 team.
- Assisting Directors 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 Assistant Manager / Private Client Tax Supervisor 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 some tax advisory issues and managing a diverse UK client portfolio is required. You should ideally have CTA and/or ATT Qualification and you should be proficient in junior staff coaching & training, dealing 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 £60,000 depending on experience + excellent benefits including 25 days holiday, corporate pension scheme and healthcare.
To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office on 01183 245 245 or via email at admin@mcginnisloy.com. McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act.
Personal Tax Assistant Manager in Surrey employer: Mcginnis Loy Associates
McGinnis Loy Associates offers a competitive salary and excellent benefits in Guildford. The firm is experiencing significant growth and values professional development through coaching and training opportunities for its team members.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager in Surrey
✨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, 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 Assistant Manager in Surrey
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'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. 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!
How to prepare for a job interview at Mcginnis Loy Associates
✨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.
✨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. It helps to show our commitment!
