Personal Tax Manager

McGinnis Loy Associates Ltd; Reading; On-site; GBP 55,000 - 65,000; Full time

Benefits offered by this job

25 days holiday

Corporate pension scheme

Healthcare

Job summary

McGinnis Loy Associates is partnering with a Top80 Accountancy Practice near Reading to recruit a Personal Tax Assistant Manager / Private Client Tax Manager. The role involves coaching juniors, reviewing complex personal tax computations and delivering both compliance and advisory services for a diverse UK portfolio.

You should ideally hold CTA and/or ATT qualifications and be capable of managing demanding clients and HMRC enquiries.

Qualifications

• Knowledge and experience of reviewing personal tax computations and dealing with tax advisory issues.
• Ability to manage a diverse UK client portfolio and coach junior staff.
• CCA/ATT or CTA qualified with strong tax technical knowledge.

Responsibilities

• Review tax returns for 150+ personal tax clients.
• Provide personal tax advisory services for HNW clients, trusts, and business owners.
• Assist with disclosures and enquiries into personal tax returns and filings.
• Prepare CGT for UK residential properties.
• Assist with Making Tax Digital quarterly filings for self-employed and property owners.
• Maintain private client tax reports and internal workflows.
• Liaise with HMRC to resolve complex queries.
• Support senior staff on tax advisory projects (residence issues, CGT planning, IHT, trusts).
• Research personal tax technical queries and propose solutions for review.
• Supervise and train junior tax colleagues.

Skills

Private client tax

Tax compliance

Tax advisory

Team management

HMRC queries

Education

CTA/ATT qualification

Job description

McGinnis Loy Associates is proud to be working with a Top80 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 Manager to join their growing team near Reading. Reporting to the Personal Tax Director, 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 150+ personal tax clients, 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, trusts and business owners.
• Actively seeking opportunities to offer value-added private client tax services when appropriate.
• Assisting with disclosures and enquiries into personal tax returns and related filings
• Preparation of Capital Gains Tax CGT for UK residential properties
• Assisting with Making Tax Digital MTD quarterly filings for your portfolio of self-employed and property business owners
• 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.
• Supporting senior team members on tax advisory projects such as residence issues, CGT planning, inheritance tax reviews and trust principal charges
• 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.
• Staying up to date with changes in UK Tax legislation and how this may impact the portfolio

To be considered for the Personal Tax Assistant 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 and/or 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 and seniority (to £55,000 at Assistant Manager level) + excellent benefits including 25 days holiday, corporate pension scheme and healthcare.