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 in Salisbury.
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.
Completing the client billing process effectively and efficiently.
Ensure work is completed on time and within budget.
Researching personal tax technical queries and proposing solutions for review by the Personal Tax Partner.
Supervising and assisting with training of Qualified Tax colleagues in the Private Client Tax department.
Reviewing complex HNW personal tax returns and other family tax work to ensure consistent quality.
Researching complex personal 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.
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