Personal Tax Manager - Reading, United Kingdom - McGinnis Loy Associates Ltd

McGinnis Loy Associates Ltd

Verified Company

Reading, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Personal Tax Manager / Private Client Tax Manager - SUPERB ROLE

McGinnis Loy Associates is proud to be working with a Top15 Accountancy Practice who have seen vast growth over the last three years and are now looking for a Personal Tax Manager to join their growing team in Central Reading.

Reporting to the Senior TaxManager, the role would ideally suit an ATT Qualified & CTA Qualified tax specialist from a mid-tier/Top100 or Regional Accountancy practice.

You will be coaching junior members of the team, reviewing complex personal tax computations and you should be ableto demonstrate both strong compliance & advisory expertise.

Key duties include:

Reviewing multiple personal tax returns within agreed service levels and quality standards, identifying additional tax planning opportunities
Alongside the Senior Manager, leading work on complex personal tax advisory projects and dealing directly with clients
Generating new leads and winning new personal tax clients
Managing your own longterm client portfolio of 100+ selfemployed, entrepreneurs, private estates and family/businessrelated personal tax clients
Dealing with midtocomplex tax queries on behalf of clients, and preparation of client meeting notes for the team
Planning and reviewing work carried out by tax juniors to ensure personal tax work is completed within timeframes and budget
Completing appraisals for all Tax members of staff to enhance their effectiveness
Assisting with tax efficient family structures and with IHT/CGT rebalancing for tax planning purposes that are HMRCcompliant
Liaising directly with clients and HMRC regarding personal tax matters on the phone and in person, and others in the tax and audit departments
Identifying changes in UK Tax legislation and how this may impact the portfolio
Ensuring the quality of personal tax work is done to agreed cost and timescales

To be considered for the Personal 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 some complex tax advisory issues and managing a diverse UK client portfolio is required.

You should ideally have both the ATT & CTA Tax Qualification and you should be proficient in staff management, coaching & training, dealing with client taxissues and HMRC questions.

With excellent team working skills and relationship building skills, you should be able to help develop new and existing Tax business, work well under pressure yet still deliver on time and budget.