Personal Tax Manager

Personal Tax Assistant Manager / Private Client Tax Manager / Personal Tax Manager McGinnis Loy Associates is proud to be working with a Top80 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 Manager to join their growing team near Reading. Reporting to the Personal Tax Director, 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 and advisory expertise. Key duties include: Managing a diverse portfolio of 150+ personal tax clients, 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, trusts and business owners. Actively seeking opportunities to offer value-added private client tax services when appropriate. Assisting with disclosures and enquiries into personal tax returns and related filings Preparation of Capital Gains Tax CGT for UK residential properties Assisting with Making Tax Digital MTD quarterly filings for your portfolio of self-employed and property business owners Maintaining internal workflows amongst the team and ensuring private client tax reports are up to date. Liaising with HMRC as needed, to resolve ..... full job details .....