Private Client Tax Senior Manager - VR / 31542

Thorpe Molloy McCulloch Recruitment Ltd; Scotland; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading professional services firm in Scotland is seeking a Private Client Tax Senior Manager to oversee client compliance and advisory work. This role involves managing a diverse client portfolio, strengthening relationships, and supporting business growth. The ideal candidate will have a relevant tax qualification, strong client engagement skills, and experience in team management. The position offers defined career opportunities in an innovative culture with an agile working policy.

Benefits

Defined career opportunities

Engaging and innovative culture

Agile working policy

Qualifications

• Proven experience in a similar role with technical expertise.
• Strong client engagement with a track record of managing portfolios.
• Ability to undertake independent technical research.

Responsibilities

• Oversee Compliance Team for client portfolios.
• Strengthen relationships with clients and external networks.
• Support business growth by identifying new opportunities.

Skills

Tax compliance expertise

Client relationship management

Team management

Education

Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP)

Tools

Tax software

Job description

Join a dynamic and ambitious professional services firm as Private Client Tax Senior Manager. This is an exceptional opportunity for an experienced private client tax specialist to take on a varied and rewarding role, overseeing a diverse portfolio of clients. The role could be based in Aberdeen, Edinburgh or Glasgow.

As part of a collaborative and forward-thinking team, you'll combine deep technical knowledge with a commercial mindset, helping clients navigate complex tax matters with confidence. You'll also play a key part in shaping the future of the team, supporting business growth and developing rising talent.

Main duties and responsibilities:

• Overseeing and supporting the Compliance Team in all aspects of a client portfolio, ensuring all client deadlines and demands are met by the wider client Engagement Team.
• Taking ownership of the client portfolio, continuing to strengthen relationships with clients and their wider professional network to ensure satisfaction with services provided, working alongside client's advisors, and identifying opportunities to support clients.
• Being a vital part of the Compliance Management Team who is involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the Leadership Team in setting and delivering the strategic objectives of the department.
• Playing an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team where required.
• Being recognised as a "go to" Technical Expert, particularly in relation to compliance issues.
• Overseeing compliance and ad-hoc advisory work for the Compliance Team.
• Providing quality briefing to staff on delegation of work, with appropriate and ongoing support.
• Continually and independently developing technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market.
• Taking responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines.
• Actively maintaining long standing, trusted client relationships on behalf of the firm.

Applicants to this role require:

• Relevant professional tax qualification (e.g. CA, ATT, CTA, STEP or similar).
• Previous experience of working in a similar role including particular technical experience as detailed above.
• Expertise in compliance and some advisory work.
• Track record of handling a client portfolio with strong client engagement.
• Experience of managing a team.
• Use of tax software.
• Ability to undertake independent technical research.

What's in it for me?

• Defined career opportunities and support to meet your career aspirations.
• Working in an engaging and innovative culture.
• Agile working policy.

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