Personal Tax Director

McGinnis Loy Associates is proud to be working with a Top Accountancy Practice who are looking to recruit a Personal Tax Director / Private Client Tax Director to join their fast-growing Thames Valley team. Reporting to the Personal Tax Partner, the role would ideally suit an ATT and/or ACA Qualified from a Top100 or Thames Valley based Regional Firm, or a specialist Tax Boutique. You will be responsible for winning new work and business development, dealing with complex personal tax projects and should therefore demonstrate both strong compliance & advisory expertise. Key duties include:

• Dealing with technical tax challenges and being able to point the team in the right direction regarding personal tax projects
• Winning and onboarding new private tax clients, driving revenue growth for the Tax department and the office
• Managing a small team of qualified/part-qualified personal tax specialists, who are amongst a wider team of 15+ staff in Tax across the firm
• Responsibility as budget holder for revenue & costs across the Personal Tax Department
• Expertise in the delivery of private client tax work, used to being the 'face' of Private Client Tax for clients including HNWI's, family estates and business owners
• Dealing with complex Personal Tax Projects, working with the Tax Partner to offer solutions and recommendations to clients
• Leading work on tax advisory projects and up-skilling the Tax Team to be able to deal directly with clients on complex matters
• Liaising with other service lines in the firm to generate warm/new leads and win new personal tax clients, in turn helping to double revenue growth
• Complete appraisals for all Private Client Tax staff to help enhance their knowledge, confidence & effectiveness
• Develop tax efficient family structures and with IHT/Estates, re-balancing for tax planning purposes that are HMRC compliant

To be considered for the Personal Tax Director role you should be used to dealing with complex private client advisory issues and be ambitious enough to take on a Partner role in 2-3 years time. You should have excellent staff management and coaching/training skills, used to high level client contact, being the 'face' of a Tax Department and enjoy working on complex family & estate tax issues. With excellent team-working 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 £110,000 depending on experience & qualification + 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 or via email at

McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on or check our Linked-In company profile