Personal Tax Senior

Personal Tax Senior / Private Client Tax Senior - SUPERB ROLE

McGinnis Loy Associates is proud to be working with a Top15 Accountancy Firm who are looking for a Personal Tax Senior to join their growing Private Client tax team in Reading. Reporting to one of the Personal Tax Managers, the role would ideally suit an ATT or CTA Qualified tax professional, or someone with the ACA or ACCA Qualification. You will be coaching junior staff, preparing & reviewing personal tax returns, and you should be able to demonstrate some basic Personal Tax advisory expertise and knowledge. Key duties include:

• Processing & submitting personal tax returns and reviewing non-complex tax returns within agreed service and quality standards
• Managing a varied portfolio of HNWI’s, contractors, self-employed, business owners and non-residents (approx. 100/120 individuals)
• Assisting with tax queries from Expat’s/Non-residents and dealing with global mobility issues from clients
• Assisting with HMRC tax investigations and dealing with valid tax claims (entrepreneurs relief, VCT/EIS relief)
• Working with the team to support wealthy families and business entrepreneurs to help reduce tax liabilities where possible
• Working through tax efficient structures in relation to trusts, and assisting Managers with wealth re-distribution for tax planning purposes
• Liaising directly with clients regardi...