Senior Private Client Tax Compliance Manager (Hybrid)

ProTalent Limited; Auchentibber; Híbrido; GBP 80.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Flexible hours

Private medical cover

Pension

Life assurance

Volunteer day

Wellbeing support

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Line management

Client management

Tax compliance

Educación

CA/ATT/CTA/STEP or similar

Herramientas

CCH Personal Tax

Descripción del empleo

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.