Personal Tax Senior

McGinnis Loy Associates Ltd; Bracknell; On-site; GBP 46,000 - 55,000; Full time

Job summary

A Top80 Accountancy Firm in the Bracknell area is seeking a Personal Tax Senior. The role involves managing a diverse portfolio, coaching junior staff, and providing personal tax advisory services. Candidates should be ATT or CTA qualified or possess ACA/ACCA qualifications. A competitive salary of up to £55,000 and excellent benefits are offered, including flexible working and healthcare.

Benefits

Flexible working

23 days holiday

Corporate pension scheme

Healthcare

Qualifications

• Experience in managing personal tax portfolios required.
• Knowledge of personal tax computations is an advantage.
• Excellent relationship building skills essential.

Responsibilities

• Process and submit personal tax returns.
• Manage a portfolio of high net worth individuals.
• Assist with tax investigations.
• Liaise with clients on personal tax queries.

Skills

Coaching junior staff

Personal tax advisory

Managing diverse portfolios

Client communication

Education

ATT or CTA Qualified

ACA or ACCA Qualification

Job description

Overview

Personal Tax Senior / Private Client Tax Senior – SUPERB ROLE

McGinnis Loy Associates is proud to be working with a Top80 Accountancy Firm who are looking for a Personal Tax Senior to join their growing Private Client tax team in the Bracknell/Camberley area. Reporting to one of the Personal Tax Managers, the role would ideally suit an ATT or CTA Qualified tax professional, or someone with the ACA or ACCA Qualification. You will be coaching junior staff, preparing & reviewing personal tax returns, and you should be able to demonstrate some basic Personal Tax advisory expertise and knowledge. Key duties include:

Responsibilities

• Processing & submitting personal tax returns and reviewing non-complex tax returns within agreed service and quality standards
• Managing a varied portfolio of HNWI’s, contractors, self-employed, business owners and non-residents (approx. 120+ individuals)
• Assisting with personal tax queries from Expat’s/Non-residents along with UK residents
• Assisting with HMRC tax investigations and dealing with valid tax claims (entrepreneurs relief, VCT/EIS relief)
• Working with the personal tax team to support families and business entrepreneurs to help reduce tax liabilities where legally possible
• Assisting with analysis of tax efficient structures in relation to trusts, and assisting Managers with wealth re-distribution for tax planning purposes
• Liaising directly with clients regarding Personal tax matters/queries on the phone and in person
• Assisting the Personal Tax Manager in overseeing a number of graduate-level tax staff
• Ensuring that the quality of private client tax work is done to agreed cost and timescales, and adhering to the Firm’s quality standards.
• Liaising with the Personal Tax Manager to ensure that work is completed within budget and within HMRC tax deadlines

Qualifications / What you’ll need

To be considered for the role you should ideally be seeking a move to an Accounting Firm where wider responsibilities and a broader client base will be made available to you. Knowledge and experience of preparing & submitting personal tax computations, dealing with various personal tax issues would be a distinct advantage, and being able to manage your own small personal tax portfolio is required. With excellent team working skills and relationship building skills, you should be able to help develop new and existing business, work well under pressure yet still deliver on time and budget.

Salary & Benefits

On offer is a salary up to £55,000 (depending on experience and qualification) excellent benefits including flexible working, 23 days holiday, corporate pension scheme and healthcare. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone 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. Follow us on twitter @mcginnisloy or check our Linked-In company profile