Personal Tax Assistant Manager / Private Client Supervisor
McGinnis Loy Associates is proud to be working with a fast-growing Accountancy Practice who have seen vast growth over the last five years and are now looking for a Personal Tax Assistant Manager / Private Client Supervisor to join their growing team in Central London. Reporting to the Personal Tax Manager, the role would ideally suit a CTA or 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 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. Providing 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 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.
7. Research personal tax queries/technical queries and propose solutions ...