McGinnis Loy Associates is proud to be working with a Top10 Accountancy Practice who have seen vast growth over the last five years and are now looking for a Personal Tax Assistant Manager / Private Client Tax Supervisor to join their growing team in Guildford. Reporting to the Personal Tax Director, the role would ideally suit a CTA and ATT Qualified, or ACA/ACCA Qualified tax specialist from a Top100 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 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 Persona Tax advisory services to a wide range of clients.
- Actively seeking opportunities to offer value-added tax services when appropriate.
- Maintaining internal workflows and ensure private client tax reports are up to date.
- Liaise with HMRC as needed, to resolve queries/disputes or request statutory and non-statutory clearances.
- Complete the client billing process effectively and efficiently. Ensure work is completed on time and within budget.
- Research personal tax queries/technical queries and propose solutions for review by the Personal Tax Director.
- Supervise and assist with training of more junior Tax colleagues in the department.
- Review of personal tax returns and other work to ensure consistent quality.
- Researching complex tax queries on behalf of clients, and preparation of client meeting notes for the team
- Assisting Directors with tax efficient family structures and IHT/CGT re-balancing for tax planning purposes that are HMRC-compliant
- Identifying changes in UK Tax legislation and how this may impact the portfolio
To be considered for the Personal Tax Assistant Manager / Private Client Tax Supervisor 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 some 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 junior staff coaching & 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 £60,000 depending on 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 on View phone number on mcginnisloy.com or via email at [email protected]
McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on twitter @mcginnisloy or check our Linked-In company profile
£45k - £55k per annum
...Manage corporate tax compliance for a variety of clients in the professional services sector. Provide advisory support on corporate tax matters, ensuring compliance with current regulations. Review tax computations and returns prepared by junior team members. Identify...SuggestedPermanent£55k - £62.5k per annum
...Prepare and review corporate tax computations and returns for a diverse client portfolio... ...planning and compliance matters. Support the management of client relationships by addressing queries and delivering excellent service. Assist in tax audits and liaise with HMRC on...SuggestedPermanent£45k - £55k per annum
...Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services. Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax. Review tax returns prepared by junior staff to ensure accuracy and compliance...SuggestedPermanent£45k - £58k per annum
...Managing a portfolio of private clients and ensuring tax compliance. Providing tax planning advice and solutions to clients. Assisting with the preparation of tax returns and computations. Handling correspondence with HMRC and other tax authorities. Contributing...SuggestedPermanent£55k - £65k per annum
...Manage a portfolio of private client tax clients, ensuring compliance and timely submissions. Provide tailored tax advice to high-net-worth individuals... ...to deliver comprehensive professional services. Assist in mentoring and training junior team members within the...SuggestedPermanent£45k - £55k per annum
...Provide tax compliance and advisory services to a portfolio of private clients, including high-net-worth individuals and trusts. Review... ...service for clients across the professional services spectrum. Assist in identifying opportunities to grow the firm's tax client base...£50k per annum
...Tax Manager | Guildford | £50,000+ We’re working with a fast-growing, multi-office accountancy and advisory firm with a strong presence... ...team. Key responsibilities include: Managing a portfolio of personal and corporate tax clients (predominantly OMBs) Delivering...Personal taxOn-siteFlexible hours£36k - £44k per annum
...Being an integral part of a high performing tax compliance and advisory team that supports and advises a range of interesting, fast growing... ...and tax aspects of acquisitions and disposals. With assistance, building your external network of peers (client and non-client)...PermanentRelief staff£60k - £70k per annum
...Oversee corporate tax compliance processes and ensure timely submissions to HMRC. Provide tax advisory services to a diverse client portfolio across various sectors. Review and manage tax computations and technical documentation prepared by the team. Advise clients...£50k - £55k per annum
...Managing a diverse portfolio of personal tax and trust clients. Preparing tax returns and trust accounts. Assisting in the planning and advising of clients. Maintaining up-to-date knowledge of tax & trust legislation and best practice. Liaising with HMRC regarding...Personal taxPermanent£55k - £65k per annum
...a strong international presence is currently seeking a VAT Manager to join their UK tax function. Reporting into the Head of Tax, this role will be... ...compliance and advisory responsibilities and will require you to assist with various other tax matters on an ad hoc basis....£60k - £70k per annum
...VAT advice to clients across various sectors. Manage VAT compliance and ensure adherence to relevant regulations. Assist with VAT planning and optimisation opportunities... ...clients during VAT audits and liaise with tax authorities as needed. Keep up to date with VAT...- £57k - £74k per annumEstimated...where you'll work alongside experts across tax, audit, and accounting to deliver tailored... ...lead a varied portfolio of VAT clients, manage complex compliance and advisory work, and... ...opportunity to take a sabbatical ● Employee Assistance Programme to support your health and...
£40.5k - £49.5k per annum
...Dealing with annual tax returns for delegated clients Liaising with HM Revenue & Customs... ...clients Involvement in a wide range of personal tax assignments, including tax forecasting... ...Maintaining regular client contact Managing your own portfolio of private clients, trusts...Personal taxPermanent£50k - £54k per annum
...compliance with relevant accounting standards and regulations. Identify and communicate any risks or issues during the audit process. Assist in staff training and development within the Accounting & Finance department. Contribute to the continuous improvement of audit...Permanent£45k - £55k per annum
...Lead and manage audit engagements for a variety of clients within the professional services sector. Review financial statements and ensure compliance with relevant standards and regulations. Provide guidance and mentorship to junior team members during audits. Coordinate...£38k - £42k per annum
...Personal Tax Senior – Guildford, Surrey£38,000 - £45,000 + Hybrid Working + Career Progression... ...tax background. The Role - Managing a portfolio of private clients, trusts and... ...planning, residence and domicile work - Assisting Managers and Partners with tax advisory...Personal taxHybrid workingFlexible hours£65k - £70k per annum
...A Fortune 500 group financial services group with international headquarters based in West London is seeking an interim VAT Manager for a maternity cover. Reporting directly into the VAT VP, this is a great opportunity to gain exposure within a global reputable company....Interim£26k - £28k per annum
· Administrative support to the Accountancy Specialists, including communicating with clients by phone and email. · Learning basic book-keeping; recording transactions including sales, purchases, income, receipts and payments by our clients. · To ensure that all databases...£75k - £85k per annum
...Manage and guide a team of tax professionals Provide expert advice on tax issues to a wide range of clients Ensure compliance with all tax regulations Prepare and review tax returns and reports Identify tax planning opportunities Manage relationships with clients...Permanent£65k - £85k per annum
...Manage a portfolio of private clients, including high-net-worth individuals, ensuring their tax affairs are compliant and efficient. Provide bespoke tax planning advice tailored to each client's personal and financial circumstances. Oversee the preparation and review...Permanent£65k - £75k per annum
...Manage a portfolio of private clients, ensuring their tax affairs are effectively handled. Lead and mentor a team of tax associates, providing guidance and support. Lead with tax advisory work and ad-hoc projects. Ensure compliance with all tax regulations and maintain...Permanent£55k - £65k per annum
...Manage and grow a portfolio of private client tax clients. Provide expert advice on tax matters to a diverse client base. Ensure compliance with all tax legislation and regulations. Build and maintain strong client relationships. Manage the delivery of tax projects...Permanent£60k - £70k per annum
...Provide expert tax advice to private clients, ensuring compliance with relevant regulations. Manage a portfolio of clients, maintaining strong professional relationships and... ...provide comprehensive services to clients. Assist in business development initiatives to grow the...Permanent£38k - £42k per annum
...Personal Tax SeniorGuildford, Surrey | Salary DOE A respected independent firm of Chartered... ...within accountancy practice. You will manage a varied portfolio of private clients, trusts... ..., residence and domicile matters - Assisting Managers and Partners with advisory...Personal taxHybrid workingFlexible hours£26k - £32.5k per annum
...Prepare and review corporate tax returns for a diverse portfolio of clients. Assist with tax compliance processes to ensure adherence to regulations. Conduct research on tax-related matters and present findings to senior team members. Collaborate with colleagues to...£80k - £95k per annum
...outstanding opportunity has arisen for an experienced Corporate Tax professional to join a leading Top 10 accountancy firm as an Associate... ...tax team that advises a broad client base including owner managed businesses, UK headquartered groups, inbound multinationals, and...On-siteFlexible hours£80k - £100k per annum
...Lead, manage and mentor the corporate tax team in Guildford Ensure compliance with tax laws and regulations Deliver high quality tax advisory services to clients Manage client relationships and provide excellent customer service Contribute to the development and...Permanent£65k - £70k per annum
...Manage a portfolio of Clients with fees of c£500,000 Manage large complicated audits Problem solving - e.g. provide solutions to partners... ...trainees Managing other areas of the firm on your clients, tax, payroll, PSA agreements, P11d's etc Responding to clients promptly...Permanent£55k - £59k per annum
...Lead and manage audit assignments from planning to completion, ensuring adherence to professional... ...and review the accounts and corporate tax work of junior team members. Build and... ...constraints while maintaining quality. Assist in the preparation of audit reports and...Permanent
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Tax Assistant Manager. Be the first to apply!
