Private Client Tax Manager — Advisory & Leadership

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 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.