McGinnis Loy Associates is proud to be working with a Top15 Accountancy Practice who are now looking for a Senior Personal Tax Manager to join their growing team in Guildford. Reporting to the Personal Tax Partner, the role would ideally suit a CTA/ATT Qualified tax specialist from a Top4-Top100 Accountancy Practice or specialist Tax Consultancy. You will be coaching junior members of the team, reviewing personal tax computations and you should be able to 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 Personal Tax Partner, 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 portfolio of 100+ self-employed, HNWI’s, Entrepreneurial and family/business-related personal tax clients
- Dealing with complex tax queries on behalf of clients, and reviewing client meeting notes for the Partner
- Reviewing work carried out by team members to ensure Personal Tax work is completed within specified timeframes and budget
- Completing appraisals for all Tax staff to enhance their effectiveness
- Assisting with tax efficient family structures and with IHT/CGT re-balancing for tax planning purposes that are HMRC-compliant
- Liaising directly with clients and HMRC regarding complex 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 done is to agreed cost and timescales
To be considered for the Personal Tax Senior Manager role, you should have in-depth knowledge & experience of reviewing complex personal tax computations, dealing with some tax advisory issues and managing a diverse UK client portfolio. You should have the CTA and/or ATT Qualification and you should be highly experienced in staff management, coaching/training, dealing with client tax issues and HMRC queries. With excellent team working skills and relationship building skills, you should be able to help develop new and existing Personal Tax business, work well under pressure yet still deliver on time and budget.
On offer is a salary up to £70,000 depending on experience + excellent benefits including flexible working, 25 days holiday, corporate pension scheme & healthcare. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office on 01183 245 245 or via email at [email protected]
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