At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and ensure compliance accuracy.
- Company: Dynamic tax firm committed to employee development and collaboration.
- Benefits: Hybrid working, career progression, and a supportive team environment.
- Other info: Join a tech-focused team with clear pathways for career advancement.
- Why this job: Grow your leadership skills while making a real impact in clients' financial lives.
- Qualifications: Experience in Private Client Tax Compliance and strong client relationship skills.
The predicted salary is between 45000 - 55000 £ per year.
Private Client Tax Compliance Manager
|Glasgow or Edinburgh | Hybrid Working If you're an experienced Private Client Tax Compliance professional looking for a role where you can continue to develop, take on greater responsibility and progress your career, this could be the opportunity you're looking for.
You'll join an established and collaborative tax team, managing your own portfolio of clients while working alongside experienced colleagues across the wider business.
This role offers genuine scope to develop your technical expertise, build on your leadership experience and progress your career, with a clear pathway to Senior Manager and beyond.
- This is an opportunity to
- Progress your career within a firm that is committed to developing its people.
- Manage a varied portfolio of clients, including high and ultra-high-net-worth individuals, trusts, estates, partnerships, sole traders, farmers, non-residents and seafarers.
- Take ownership of your own client relationships and become their trusted point of contact.
- Work closely with experienced tax specialists and advisory teams on a broad range of private client matters.
- Develop your leadership skills by reviewing work, mentoring colleagues and supporting the development of junior team members.
- Be part of a collaborative team that values knowledge sharing and continuous improvement.
- Work in a modern, technology-focused environment with hybrid working.
The role
- As Private Client Tax Compliance Manager, you'll be responsible for managing your own portfolio of clients and ensuring all compliance work is completed accurately and on time.
- Alongside your compliance responsibilities, you'll identify opportunities to support clients with additional services, review work prepared by junior colleagues and contribute to the ongoing development of the team.
What we're looking for
- We're looking for someone with strong Private Client Tax Compliance experience who enjoys building client relationships and takes pride in delivering a high standard of work.
- You'll ideally have
- A professional qualification such as CTA, ATT, CA, STEP or equivalent.
- At least two to three years' experience at Assistant Manager level or above within Private Client Tax Compliance.
- Experience managing your own portfolio of clients.
- Strong technical knowledge of UK personal tax compliance.
- The ability to review work and support the development of junior colleagues.
- Excellent communication and relationship management skills.
- Confidence carrying out technical research and dealing with more complex compliance matters.
Experience of CCH Personal Tax and good knowledge of Microsoft Excel and Word would be advantageous.
If you're looking for a role where your experience will be recognised, your development will be supported and you'll have genuine opportunities to progress your career, we'd be pleased to hear from you.
This version feels more authentic and conversational while still sounding professional.
It focuses on what experienced tax professionals are looking for—career progression, interesting work, autonomy and a supportive environment—without relying on overused recruitment language.
Private Client Tax Compliance - Manager in Dunfermline employer: Broadgate
As a leading fintech in the cross-border payments sector, we pride ourselves on fostering a dynamic and innovative work environment where compliance is viewed as a vital component of our infrastructure. Our London-based team enjoys a hybrid working model, competitive salary packages, and equity options, alongside opportunities for professional growth and direct collaboration with senior leadership. Join us to make a meaningful impact in a role that empowers you to shape compliance strategies across multiple jurisdictions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Compliance - Manager in Dunfermline
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Broadgate, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Compliance - Manager in Dunfermline
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Broadgate's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Broadgate. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Broadgate!
How to prepare for a job interview at Broadgate
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Broadgate.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Broadgate. It helps to show our commitment!
