Edinburgh - Private Client Compliance Tax Senior Manager

Broadgate; Glasgow; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Broadgate is seeking an experienced Private Client Tax Compliance Senior Manager in Scotland. You will own a portfolio of private clients, ensuring accurate and timely delivery of tax returns, CGT reporting, and trust registrations while mentoring junior staff.

The role offers senior client exposure, leadership responsibilities, and a chance to shape the compliance function with a commercial mindset and business development focus. Hybrid working is available.

Qualifications

• A relevant professional tax qualification such as CA, ATT, CTA, STEP or equivalent.
• At least 3 years' experience at Manager level or above within tax compliance.
• Strong experience managing a private client portfolio.
• Experience dealing directly with clients and building trusted relationships.
• Previous experience managing and developing a team.
• Strong technical research and problem-solving skills.
• A commercial mindset and willingness to contribute to business development.
• Experience with CCH Personal Tax would be advantageous.

Responsibilities

• Take ownership of your own portfolio of private clients with main point of contact responsibility.
• Ensure Self-Assessment tax returns and Final Declarations are delivered on time.
• Lead on MTD quarterly reporting and Real Time CGT reporting.
• Handle trust registrations and related compliance tasks.
• Provide ad hoc private client tax advisory work.
• Review complex work prepared by junior team members.
• Manage WIP, fees, proposals and fee increases.
• Identify opportunities to introduce additional services to existing clients.
• Lead and develop junior team members with mentoring.

Skills

Client relationships

Leadership

Tax research

Commercial mindset

Mentoring

Communication

Education

CA/ATT/CTA/STEP

Tools

CCH Personal Tax

Job description

Private Client Tax Compliance – Senior Manager | Scotland | Hybrid

If you know your way around a complex Self-Assessment, have a strong private client portfolio and can spot a tax issue before it becomes someone else’s problem, this could be worth a look.

I'm working on an opportunity for an experienced Private Client Tax Compliance Senior Manager to join a growing tax team where you'll have genuine responsibility, senior client exposure and the opportunity to help shape how the compliance function develops.

This isn't a role for someone looking to spend the next few years simply reviewing tax returns. You'll have the technical experience to handle complex clients, the commercial mindset to grow relationships and the leadership skills to help develop the people around you.

What you'll be doing

You'll take ownership of your own portfolio of private clients, acting as the main point of contact and ensuring everything is delivered accurately and on time, including:

• Self-Assessment tax returns and Final Declarations
• MTD quarterly reporting
• CGT calculations and Real Time CGT reporting
• Trust registrations and related compliance
• Ad hoc private client tax advisory work
• Reviewing complex work prepared by junior team members
• Managing WIP, fees, proposals and fee increases
• Identifying opportunities to introduce additional services to existing clients
• Building strong, long-term client relationships

You'll also have responsibility for leading and developing junior members of the team, providing technical support, mentoring and helping people progress in their careers.

There's a commercial element too. You'll be expected to get involved in business development, networking and winning new work, both through your existing relationships and by developing new ones.

You'll also work closely with the wider tax advisory team and other areas of the business, while supporting the Head of Tax Compliance with quality control, process improvements and the implementation of new technology.

What they're looking for

• A relevant professional tax qualification such as CA, ATT, CTA, STEP or equivalent
• At least 3 years' experience at Manager level or above within tax compliance
• Strong experience managing a private client portfolio
• Experience dealing directly with clients and building trusted relationships
• Previous experience managing and developing a team
• Strong technical research and problem-solving skills
• A commercial mindset and willingness to contribute to business development
• Experience with CCH Personal Tax would be advantageous

Why consider it?

• Senior role with genuine responsibility and influence
• Strong exposure to interesting and complex private clients
• Opportunity to develop both the team and the wider compliance offering
• Hybrid working
• A role where technology and process improvement are genuinely being invested in
• Clear opportunity to make your mark rather than simply inherit someone else's to-do list