Broadgate
Edinburgh - Private Client Compliance Tax Senior Manager
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Private Client Tax Compliance – Senior Manager | Scotland | Hybrid
If you know your way around a complex Self-Assessment, have a strong private client portfolio and can spot a tax issue before it becomes someone else’s problem, this could be worth a look.
I'm working on an opportunity for an experienced Private Client Tax Compliance Senior Manager to join a growing tax team where you'll have genuine responsibility, senior client exposure and the opportunity to help shape how the compliance function develops.
This isn't a role for someone looking to spend the next few years simply reviewing tax returns. You'll have the technical experience to handle complex clients, the commercial mindset to grow relationships and the leadership skills to help develop the people around you.
What you'll be doing
You'll take ownership of your own portfolio of private clients, acting as the main point of contact and ensuring everything is delivered accurately and on time, including:
- Self-Assessment tax returns and Final Declarations
- MTD quarterly reporting
- CGT calculations and Real Time CGT reporting
- Trust registrations and related compliance
- Ad hoc private client tax advisory work
- Reviewing complex work prepared by junior team members
- Managing WIP, fees, proposals and fee increases
- Identifying opportunities to introduce additional services to existing clients
- Building strong, long-term client relationships
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You'll also have responsibility for leading and developing junior members of the team, providing technical support, mentoring and helping people progress in their careers.
There's a commercial element too. You'll be expected to get involved in business development, networking and winning new work, both through your existing relationships and by developing new ones.
You'll also work closely with the wider tax advisory team and other areas of the business, while supporting the Head of Tax Compliance with quality control, process improvements and the implementation of new technology.
What they're looking for
- A relevant professional tax qualification such as CA, ATT, CTA, STEP or equivalent
- At least 3 years' experience at Manager level or above within tax compliance
- Strong experience managing a private client portfolio
- Experience dealing directly with clients and building trusted relationships
- Previous experience managing and developing a team
- Strong technical research and problem-solving skills
- A commercial mindset and willingness to contribute to business development
- Experience with CCH Personal Tax would be advantageous
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Why consider it?
- Senior role with genuine responsibility and influence
- Strong exposure to interesting and complex private clients
- Opportunity to develop both the team and the wider compliance offering
- Hybrid working
- A role where technology and process improvement are genuinely being invested in
- Clear opportunity to make your mark rather than simply inherit someone else’s to-do list
If you're already operating at Manager/Senior Manager level in Private Client Tax Compliance and are looking for something with a bit more scope, I'd be keen to have a conversation.
And don't worry — I promise this isn't another recruiter message asking whether you're "open to hearing about exciting opportunities" before disappearing into the abyss. 😄
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