Private Client Tax: Assistant Manager (Hybrid)

ProTalent Limited; Auchentibber; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Private medical cover

Pension scheme

Life assurance

Volunteering day

Wellbeing support

Job summary

ProTalent Limited is helping a large professional services firm in Glasgow recruit for a private client compliance role. The position is hybrid and permanent, with the level set to Assistant Manager or Manager depending on your current seniority.

You will manage a varied portfolio including HNW individuals, non-residents, seafarers, farmers, partnerships, trusts, and estates, and lead a small team while maintaining strong client relationships.

Qualifications

• Qualified by experience accepted if appropriate
• Post-qualification private client tax experience is required

Responsibilities

• Run your own portfolio of SA returns, MTD reporting, Final Declarations and trust accounts
• Main point of contact for your clients
• Manage WIP, fees and proposals
• Provide advisory support on CGT reporting and remuneration planning
• Review junior work and line manage the team

Skills

Client management

Communication

Time management

Team leadership

Financial accuracy

Education

CA/ATT/CTA/STEP or equivalent

Private client tax PQE

Job description

ProTalent Limited is helping a large professional services firm in Glasgow recruit for a private client compliance role. The position is hybrid and permanent, with the level set to Assistant Manager or Manager depending on your current seniority.

You will manage a varied portfolio including HNW individuals, non-residents, seafarers, farmers, partnerships, trusts, and estates, and lead a small team while maintaining strong client relationships.