Private Client Tax Compliance Manager / Senior Manager

ProTalent Limited; Auchentibber; Hybrid; GBP 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Private medical cover

Pension

Life assurance

Volunteer day

Wellbeing support

Job summary

ProTalent Limited in Glasgow is seeking a Senior Manager in Private Client Compliance to run your own portfolio, oversee Final Declarations, SA returns and trust accounts, and help shape how the function uses technology going forward.

You will manage UHNW/HNW clients, own WIP and fees, review junior work, and take on advisory duties such as real-time CGT reporting. Line manage and mentor the team at Senior Manager level, driving change and new tech across the function.

Qualifications

• CA/ATT/CTA/STEP or similar qualifications.
• Private client compliance experience at Manager level or above.
• Line management experience and a good client manner.
• CCH Personal Tax experience would be useful.

Responsibilities

• Running your own client portfolio, from MTD quarterly reporting to Final Declarations, SA returns and trust accounts
• Owning the numbers on your portfolio: WIP, fees, uplifts and proposals
• Reviewing junior work, including complex reviews for the wider team
• Picking up advisory work on your clients, such as real-time CGT reporting and remuneration planning
• Line managing and mentoring the team
• At Senior Manager level, helping drive change, quality reviews and new tech across the function

Skills

Line management

Client management

Tax compliance

Education

CA/ATT/CTA/STEP or similar

Tools

CCH Personal Tax

Job description

Location: Glasgow (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time

A senior private client compliance role in Glasgow where you'll run your own portfolio and help shape how the whole function uses technology going forward.

My client is a large professional services firm with a varied private client book: UHNW and HNW individuals, non-residents, farmers, partnerships, trusts and estates. You'd report into the national Head of Tax Compliance.

What you'll be doing

• Running your own client portfolio, from MTD quarterly reporting to Final Declarations, SA returns and trust accounts
• Owning the numbers on your portfolio: WIP, fees, uplifts and proposals
• Reviewing junior work, including complex reviews for the wider team
• Picking up advisory work on your clients, such as real-time CGT reporting and remuneration planning
• Line managing and mentoring the team
• At Senior Manager level, helping drive change, quality reviews and new tech across the function

What you'll need

• CA, ATT, CTA, STEP or similar
• Private client compliance experience at Manager level or above
• Line management experience and a good client manner
• CCH Personal Tax experience would be useful

What's in it for you

• Hybrid working and genuinely flexible hours
• Holiday you can buy or carry over, plus bank holidays
• Private medical cover, with the option to add your family
• Enhanced family leave, a competitive pension and life assurance
• A paid volunteering day and 24/7 wellbeing support

If you're the person in your current firm who gets pulled in whenever a process needs fixing, this is the kind of seat where that's actually valued.