Personal Tax Manager

McGinnis Loy Associates Ltd; Watford; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

25 days holiday

Corporate pension scheme

Healthcare

Job summary

McGinnis Loy Associates Ltd is seeking a Personal Tax Manager / Private Client Tax Manager near Watford to lead a growing private client tax portfolio.

You will coach junior staff, review complex personal tax computations, and deliver compliant and advisory services to a range of HNW clients, with HMRC liaison and proactive planning.

Qualifications

• Experience reviewing personal tax computations and delivering tax returns.
• Ability to advise on private client tax matters for HNW individuals.
• Strong team leadership and mentoring skills.

Responsibilities

• Managing a diverse portfolio of personal tax clients, reviewing returns and advising on tax planning.
• Assisting with Personal Tax advisory services for high-net-worth clients.
• Liaising with HMRC to resolve queries and obtain clearances.
• Supervising and training junior colleagues in Private Client Tax.
• Contributing to tax-efficient family structures and IHT/CGT planning.
• Ensuring accuracy and timeliness of private client tax reporting.

Skills

Staff management

Tax advisory

Personal tax computations

HMRC liaison

Education

CTA/ATT Qualification

Job description

Personal Tax Manager / Private Client Tax Manager - SUPERB ROLE

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.