Personal Tax Manager

McGinnis Loy Associates is proud to be working with a Top20 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 in Central London. Reporting to the Tax Director, the role would ideally suit a CTA or ATT Qualified, and/or ACA Qualified tax specialist from a Top100 or Regional Accountancy practice, or a specialist Tax Boutique. You will be coaching junior members of the team, reviewing complex personal tax computations and you should be able to demonstrate strong compliance & have some basic advisory expertise. Key duties include:

• Managing a diverse portfolio of personal tax clients, delivering high-quality income tax services to include preparing returns, handling client queries and portfolio management.
• Assisting with Personal Tax advisory services to a wide range of clients.
• Actively seeking opportunities to offer value-added tax services when appropriate.
• Maintaining internal workflows and ensuring private client tax reports are up to date.
• Liaising with HMRC to resolve queries/disputes or request statutory and non-statutory clearances.
• Completing client billing processes effectively and efficiently, making sure work is completed on time and budget.
• Researching personal tax queries/technical queries and proposing solutions for review by the Tax Director.
• Managing & training Qualified and Junior Tax colleagues in the department.
• Reviewing personal tax returns and other work to ensure consistent quality.
• Assisting Directors with family estate/trust structures and IHT/CGT re-balancing for tax planning purposes
• 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 required. You should ideally have CTA and/or ATT Qualification and you should be proficient in staff management & training, dealing 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 £75,000 depending on relevant experience + excellent benefits including 25 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 on or via email at

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