Personal Tax Manager
Job description
Original text imported from Reed
Personal Tax Manager / Private Client Tax Manager - SUPERB ROLE
McGinnis Loy Associates is proud to be working with a Top40 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 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 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 technical queries and propose solutions for review by the Personal Tax Partner.
- Supervise and assist with training of Qualified Tax colleagues in the Private Client Tax department.
- Reviewing complex HNW personal tax returns and other work to ensure consistent quality.
- Updating the Tax Partner on 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 Manager / Private Client Tax Manager 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 tax advisory issues and managing a diverse UK client portfolio is preferred. You should ideally have CTA/ATT Qualification, be a strong staff manager, able to deal 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 £65,000 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 by telephone or via email at admin@mcginnisloy. com
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
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your CTA/ATT qualification prominently as this is specifically mentioned as ideal for the role
📊 Quantify your tax portfolio: 'Managed 85+ HNW clients with combined assets of £12M'
🌐 Emphasise your HMRC liaison experience as the role involves resolving complex queries and obtaining clearances
🎯 Showcase your team management skills since you'll be supervising and training qualified tax colleagues
🤝 Demonstrate your advisory expertise beyond compliance, as they want someone who can identify value-added opportunities
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Managed 75+ HNW personal tax clients with combined wealth of £18M, achieving 98% client retention through proactive IHT and CGT planning advice
- •Led CTA-qualified team of 4 junior tax specialists, delivering 320+ personal tax returns annually while maintaining HMRC compliance standards
- •Secured 12 statutory clearances from HMRC for complex family restructuring transactions, saving clients £240k in potential tax liabilities
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Dear Hiring Manager,
McGinnis Loy Associates' Personal Tax Manager position at your Top40 practice represents exactly the career progression I'm seeking. With my CTA qualification and extensive experience in personal tax computations and HMRC liaison, I'm well-positioned to manage your diverse HNW client portfolio while coaching junior team members.
My background in private client tax spans both compliance and advisory services, including complex IHT/CGT planning and statutory clearance applications. I've successfully managed portfolios of high net worth individuals whilst maintaining the technical excellence and client service standards that Top40 practices demand.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach obtaining statutory clearance from HMRC for a complex restructuring?
- ›Explain the key considerations when advising on IHT planning for a high net worth family.
- ›What are the main compliance requirements for CGT reporting on property disposals?
- ›How do you stay current with changes in UK Tax legislation?
- ›Describe your process for reviewing complex personal tax computations.
Behavioural
- ›Tell me about a time you managed a difficult client relationship.
- ›Describe how you've coached junior team members in your previous role.
- ›Give an example of when you had to work under pressure to meet a deadline.
- ›How do you prioritise multiple client portfolios with competing demands?
- ›Tell me about a time you identified an opportunity to add value for a client.
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you managed a difficult client relationship.
Describe how you've coached junior team members in your previous role.