McGinnis Loy Associates Ltd

McGinnis Loy Associates Ltd Oxford, UK
Aug 11, 2018
Personal Tax Manager / Personal Tax Director McGinnis Loy Associates is proud to be working with a Top UK Accountancy Firm who are looking for a Senior Personal Tax Manager (compliance & advisory) to join their growing team in Oxford. Reporting to the Tax Partner, the role would ideally suit a CTA/ATT Qualified Tax professional, a Qualified accountant or QBE from another Top or Regional Accountancy practice. You will be working with a senior team, managing a team of 4 and you must be able to demonstrate strong Personal Tax skills as you will be managing your own portfolio. Key duties include: • Managing and growing a portfolio of HNWI's with some personal and estate tax affairs, ensuring excellent client service • Advising clients on a full range of tax services including CGT, Int'l tax, Property tax, Trusts & Estates, IHT, US tax compliance and fee protection insurance. • Working on a variety of advisory tax projects and technical assignments, in addition to business development opportunities and professional networking • Planning & reviewing the work undertaken by junior tax staff and monitoring the team's KPI's • Ensuring the quality of personal tax work is done to agreed cost and timescales, and adheres to the Firm's quality standards. • Attending client meetings to ensure clients receive completed compliance & advisory tax work on time. • Liaising with the assigned Tax Partner to ensure that work is completed within budget • Ensuring up to date and an advanced level of technical knowledge through appropriate reading and courses in relation to Personal Tax Law • Researching and suggesting proposals for resolution of technical tax matters, ensuring complex matters are referred to a technical expert • Corresponding with HMRC and keeping clients up to date with tax queries/investigations • Liaising with partners in Oxford & London on matters which may significantly affect the client's tax liabilities To be considered for the role you should either be seeking a move to a larger firm, or perhaps working within a Top4/Top10 looking for broader responsibility, and the ability to work with a more diverse client base. As a CTA/ATT qualified tax professional with excellent team working skills and relationship building skills, you should be able to help develop new & existing business, work well under pressure yet still deliver on time and budget. You should also possess the ability to see the bigger picture and understand how a particular tax issue or need fits into the wider clients personal or business situation. On offer is a salary up to £70/75,000 with excellent flexi-benefits along with 25 days holiday, pension scheme & healthcare. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at com For other opportunities in Finance & Accounting or Public Practice within the Thames Valley, London & Midlands please visit our website at . McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on or check our Linked-In company profile
McGinnis Loy Associates Ltd 21 Ray Mill Road East, Maidenhead SL6 8SW, UK
Aug 11, 2018
Senior Corporate Finance Manager / Assistant Director - SUPERB ROLE McGinnis Loy Associates is proud to be working with a highly-renowned Accountancy Firm who are looking to recruit a Corporate Finance Senior Manager/Assoc Director for their growing Thames Valley team. The firm has an enviable reputation across the South East & London, and the role will focus on bespoke transaction solutions including private equity, debt advisory and capital market mandates & advice. As a generalist Corporate Finance team, there will be both a Due Diligence and M&A Advisory part to the role with a broad range of clients in different sectors, and you will be managing and working on your own mandates/portfolio requiring close interaction with the Audit, Tax and Business Services teams internally. Key duties include: • Supporting the CF partner with all Due Diligence assignments and report-writing activities for a broad range of corporate clients • Assisting with bespoke solutions which could include private equity, debt advisory, capital market mandates & advice • Preparing high-quality and detailed documents for major deals including the Executive summary ready for Partner review. • Providing effective end-to-end deal management expertise, ensuring clients and internal colleagues are kept informed of progress and timetables are met. • Working on a range of M&A assignments including financial analysis and reports for acquirers and their funders, reporting/accounting work on IPOs and large fund-raisings • Dealing with C suite Executives (CFO, CEO etc), intermediaries and other stakeholders, and coordinating with external third-parties • Understanding the drivers of different stakeholders (investors, vendors, creditors, directors, bankers) and managing them through end-to-end deal processes • Conducting initial client meetings with client senior teams and their external stakeholders • Advising clients on the commercial implications of transactions, challenging decisions made where necessary • Assisting the CF Partner and rest of the team with Business Development across the region and participating in marketing events for the firm To be considered for the role you should ideally be degree-educated and ACA/ACCA Qualified or Qualified By Experience from another Top Accounting firm, CF Boutique or P/E House. With a mixed blend of at least 5 years Due Diligence/Transaction Services and M&A experience, you should have excellent report writing skills, client relationship skills and staff management skills. Strong financial & analytical skills are required as you will be expected to provide observations on a business which will form the cornerstone of advice provided to company owners, and you must have strong team-oriented skills as you will be working closely with non-Corporate Finance teams in the office. On offer is a salary up to £70/75,000 depending on experience with benefits to include company pension, healthcare, 25 days holiday and flexible benefits. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at com For other opportunities in Finance & Accounting or Public Practice within the Thames Valley, London & Midlands please visit our website at . McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on or check our Linked-In company profile
McGinnis Loy Associates Ltd London, UK
Aug 11, 2018
Corporate Finance Manager Position: McGinnis Loy Associates is proud to be working with a new and highly regarded Corporate Finance Boutique in Central London who are looking to recruit a Corporate Finance Manager / Assistant Director to add to their existing team. Managing the complete delivery of buy & sell side deals on a day-to-day basis, the Lead Advisory role will allow you to build sustainable and profitable client relationships, deal with third party advisers and work within a high performing CF team. Working closely with one of the Partners, Corporate Finance Manager key duties include: • Executing transactions predominantly in the £5m to £25m deal range, including PE-backed MBO's, acquisitions, disposals and fund raising. • Day-to-day contact for all parties involved in the transaction, drafting of Information Memorandums, modelling and project management/deal execution. • Ownership of all lead advisory assignments for small & medium sized enterprises • Determining the project scope and resource requirements, attending initial client meetings and deal structuring • Building a rapport with clients, understanding their business and expectations for longer term future opportunities. • Using business valuation models in order to prepare client reports with minimal review points, capturing all key issues for Partner review • Using strong Excel and Financial Modelling skills to analyse and prepare future forecast financial information and create realistic business plans. • Monitoring progress of deals against budget and established timeframes • Dealing with all client queries on open transactions, external advisers and other third parties • Identifying and recognising new project potential and networking for future business opportunities To be considered for the Corporate Finance Manager role you should be a high performer with a strong academic background and at least three years corporate finance experience within a major accountancy practice, CF boutique or investment bank. For candidates with strong relevant experience, ACA/ACCA qualification is not essential but will be considered a distinct advantage. You should possess strong analytical skills as well as the ability to work to tight reporting deadlines, be able to build relationships based on trust with a wide range of people including business owners and other professionals. Working as part of a small team with a strong and consistent deal flow and working closely with a highly experienced partner, there will be the opportunity to gain significant corporate finance experience and rapid career progression. On offer is a salary up to £60/65,000 depending on experience + 22 days holiday, healthcare/pension schemes and other flexible benefits. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading) Office by telephone or via email at For other Corporate Finance Manager opportunities in Finance & Accounting, HR Services or Public Practice within the Thames Valley, London & Midlands please visit our website at . McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on or check our Linked-In company profile
McGinnis Loy Associates Ltd London, UK
Aug 11, 2018
Senior Corporate Tax Manager / Corporate Tax Associate Director - SUPERB ROLE McGinnis Loy Associates is proud to be working with a Top UK Accountancy Practice who are looking for a Senior Corporate Tax Manager to join their growing team in Central London. Reporting to the Tax Partner, the role would ideally suit ATT/CTA qualified tax specialists from a mid-tier/Top100 or Regional Accountancy practice. You will be coaching junior members of the team, reviewing corporate tax computations and you should be able to demonstrate both strong Tax compliance & advisory expertise. Key duties include: Reviewing complex corporate tax returns within agreed service levels and quality standards, identifying additional tax planning opportunities Alongside the Partners, leading work on UK and cross-border tax advisory projects and dealing directly with clients Generating new leads and winning new tax advisory work Managing your own portfolio of owner-managed businesses through to UK & Int'l corporates (typically £5m - £100m turnover) Dealing with basic and complex tax queries on behalf of clients, and preparation of client meeting notes for the team Planning and reviewing work carried out by team members to ensure work is completed within timeframes and budget Completing appraisals for all allocated members of staff to enhance their effectiveness Assisting with the development of tax efficient structures and assisting with corporate re-organisation's for tax planning purposes Liaising directly with clients regarding corporate tax matters on the phone and in person, and others in the tax and audit departments Identifying changes in UK legislation and how this may impact the corporate portfolio Ensuring the quality of corporate tax work is done to agreed cost and timescales To be considered for the role, you shouldideally be in a well known mid-tier/Top100 or Regional Accounting firm, seeking a move to a practice where wider responsibilities and a broader client base will be made available to you. Therefore, knowledge and experience of reviewing corporate tax computations for OMB businesses, dealing with some complex tax advisory issues and managing a diverseUK & Int'l client portfolio is required. A solid understanding and application of UK GAAP accounting fundamentals and applications is required and you should be proficient in staff management, coaching & training, dealing with client tax issues and decision making. With excellent team working skills and relationship building skills, you should be able to help develop new and existing business, work well under pressure yet still deliver on time and budget. On offer is a salary up to £70/75,000 depending on experience + excellent benefits including 25 days holiday, 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 com For other opportunities in Finance & Accounting or Public Practice within the Thames Valley, London & Midlands please visit our website at . McGinnis Loy Associates is acting as an Employment Agency in relation to this vacancy, in accordance with the Employment Agencies Act. Follow us on or check our Linked-In company profile