Personal Tax Manager

Personal Tax Manager / Private Client Tax Manager - SUPERB ROLE

McGinnis Loy Associates is proud to be working with a Top
40 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 near Watford. Reporting to the Personal Tax Partner, the role would ideally suit a CTA and/or ATT Qualified tax specialist from a Top
100 or Regional Accountancy practice, or a Tax Boutique. You will be coaching junior members of the team, reviewing complex personal tax computations and you should be able to demonstrate both strong compliance & advisory expertise. Key duties include:

• Managing a diverse portfolio of personal tax clients, delivering high-quality income tax services to include reviewing tax returns, handling complex client queries and portfolio management.
• Assisting with Personal Tax advisory services to a wide range of HNW clients.
• Actively seeking opportunities to offer value-added private client tax services when appropriate.
• Maintaining internal workflows amongst the team and ensuring private client tax reports are up to date.
• Liaising with HMRC as needed, to resolve complex queries/disputes or request statutory and non-statutory clearances.
• Assist with the client billing process effectively and efficiently
• Research personal tax techn...