Private Client Tax Manager

Alexander Sloan LLP; Glasgow; On-site; GBP 30,000 - 50,000; Part time

Job summary

A leading accountancy firm in Glasgow is seeking a Private Client Tax Manager. The role focuses on providing tax advisory services, managing a portfolio of clients, and nurturing team development. Ideal candidates will be CTA qualified or have relevant experience, ensuring excellent client relations and compliance in a dynamic environment.

Benefits

Flexible working

Enhanced family leave

31 days holiday

Social nights and company benefits

Qualifications

• Preference for CTA qualification; experience in managing tax compliance.
• Strong technical and advisory skills.
• Proven experience in a fast-paced payroll or tax advisory environment.

Responsibilities

• Provide tax advisory services to private clients.
• Review Tax Returns and manage client portfolios.
• Support the development of the tax team and strategies for improving compliance processes.

Skills

Technical knowledge

Client relationship management

Problem-solving

Attention to detail

Communication

Education

CTA qualified

Job description

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An exciting opportunity has arisen to join our Tax Team in our Glasgow office (Part-time applicants will be considered).

The ideal candidate will already be CTA qualified, but other relevant qualifications or experience will be considered. CTA study support will be available for the right candidate.

Job Role

Your primary responsibilities will include working closely with the wider payroll team and your own portfolio of clients and carrying out their payroll duties as and when required. The successful candidate will have experience with working in a fast-paced payroll environment and an eye for detail.

Who are we?

Alexander Sloan was established in 1867. We are proud to be one of Scotlands longest standing independent accountancy firms.

We work in partnership with our clients, understanding their specific needs and creating a tailored service, backed by current technical expertise.

We work across a wide range of sectors, and through integrating accounts, audit, tax and business advice we can provide you with the comprehensive service you need.

Want to learn more about us and our values? Head over to alexandersloan.co.uk/about/value-statement/

What You Will Get In Return

• Flexible working
• Enhanced Family leave
• You will receive 31 days holiday as standard - to ensure that you keep a healthy work-life balance
• Plus other Company benefits such as social nights!
  
  

Some Of Your Key Responsibilities Will Be

• Providing tax advisory and tax compliance services to the Firms private client base.
• Supporting the technical and personal development of the tax team.
• Reviewing Tax Returns prepared by other members of the team.
• Managing the Firms CGT on UK Property Returns service.
• Proactively identifying opportunities for restructuring clients' tax affairs.
• Depending on experience, providing specialist tax advice to clients in areas such as IHT planning, wealth structuring, succession planning, transactions in securities, choice of business vehicle and general owner-manged business tax advice as it affects the shareholders/owners.
• Developing the firms MTD offering through the pilot stage and supporting our clients through this transition.
• Dealing with HMRC on tax investigations.
• Working closely with the Tax Partner and acting as first point of contact for private clients.
• Ongoing review of compliance processes within the department, ensuring best practice.
• Managing the departments IT strategy, including ensuring that all the software used is fit for purpose, evaluating new products that may be of interest and driving the firms MTD offering.
• Attending weekly manager meetings and working with the leadership team on firm-wide projects from time to time.
  
  

Am I the right fit?

We are looking for candidates with a strong desire to learn and succeed within the role.

Here is what we are looking for in an ideal candidate:

• Preferably CTA qualified (but all candidates with the relevant skillset and experience welcome to apply).
• A high level of technical knowledge, and experience with using online technical resources to research and summarise complex issues for partners and clients.
• Genuine enthusiasm for developing relationships with clients and acting as a Trusted Adviser.
• Experience of leading a Private Client Tax team, or for Assistant Managers looking to take a step up, experience of leadership at project level or in a particular field of specialism.
• Ability to manage workflow for the department in a busy and demanding environment, and to manage and prioritise own workload.
• Outstanding written and verbal communication, with the ability to adapt your style to suit a variety of audiences.
  
  

Interested? If you feel that you are the ideal candidate for this position, apply today!

If you have any questions regarding the role, than please get in touch with our HR team.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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