Personal Tax Assistant Manager / Private Client Tax Supervisor - SUPERB ROLE
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:
1. Managing a diverse portfolio of personal tax clients, delivering high-quality income tax services to include preparing returns, handling client queries and portfolio management.
2. Assisting with Persona Tax advisory services to a wide range of clients.
3. Actively seeking opportunities to offer value-added tax services when appropriate.
4. Maintaining internal workflows and ensure private client tax reports are up to date.
5. Liaise with HMRC as needed, to resolve queries/disputes or request statutory and non-statutory clearances.
6. Complete the client billing process effectively and efficiently. Ensure work is completed on time and within budget.