Personal Tax Director

McGinnis Loy Associates is proud to be working with a Top Accountancy Practice who are looking to recruit a Personal Tax Director / Private Client Tax Director to join their fast-growing Thames Valley team. Reporting to the Personal Tax Partner, the role would ideally suit an ATT and/or ACA Qualified from a Top100 or Thames Valley based Regional Firm, or a specialist Tax Boutique. You will be responsible for winning new work and business development, dealing with complex personal tax projects and should therefore demonstrate both strong compliance and advisory expertise. Key duties include:Dealing with technical tax challenges and being able to point the team in the right direction regarding personal tax projectsWinning and onboarding new private tax clients, driving revenue growth for the Tax department and the officeManaging a small team of qualified/part-qualified personal tax specialists, who are amongst a wider team of 15+ staff in Tax across the firmResponsibility as budget holder for revenue and costs across the Personal Tax DepartmentExpertise in the delivery of private client tax work, used to being the ‘face’ of Private Client Tax for clients including HNWI’s, family estates and business ownersDealing with complex Personal Tax Projects, working with the Tax Partner to offer solutions and recommendations to clientsLeading work on tax advisory projects and up-skilling the Tax Team to be able to deal directly with clients on complex mattersLiaising with other service lines in the firm to generate warm/new leads and win new personal tax clients, in turn helping to double revenue growthComplete appraisals for all Private Client Tax staff to help enhance their knowledge, confidence and effectivenessDevelop tax efficient family structures and with IHT/Estates, re-balancing for tax planning purposes that are HMRC compliantTo be considered for the Personal Tax Director role you should be used to dealing with complex private client advisory issues and be ambitious enough to take on a Partner role in 2-3 years time. You should have excellent staff management and coaching/training skills, used to high level client contact, being the ‘face’ of a Tax Department and enjoy working on complex family and estate tax issues. With excellent team-working and relationship building skills, you should be able to help develop new and existing Personal Tax business, work well under pressure yet still deliver on time and budget.On offer is a salary up to £110,000 depending on experience and qualification + excellent benefits including flexible working, 25 days holiday, corporate pension scheme and healthcare. To apply for the position or for more information please contact McGinnis Loy Associates (Reading) Office on 01183 245 245 or via email at
admin@mcginnisloy.comMcGinnis 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
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