At a Glance
- Tasks: Manage client portfolios and ensure timely tax compliance for diverse clients.
- Company: Join AAB, a leading firm in tax compliance with a supportive culture.
- Benefits: Competitive salary, professional development, and opportunities for career progression.
- Other info: Dynamic team environment with mentoring opportunities and a focus on personal growth.
- Why this job: Make a real impact by driving change and using innovative technology in tax compliance.
- Qualifications: Professional tax qualification and at least 3 years of managerial experience required.
The predicted salary is between 54000 - 66000 £ per year.
Private Client Tax Compliance – Senior Manager
AAB delivers tax compliance services to a wide portfolio of clients including UHNW/HNW Individuals, Individuals, Seafarers, Non-resident Individuals, Farmers, Sole traders, Partnerships, Trusts and Estates.
Reporting to the Head of Tax Compliance, you will be working alongside a team of experienced tax compliance specialists across all AAB offices as well as liaising with other Business Units to help deliver this service.
As a Senior Manager, you will be expected to assist and support the Head of Tax Compliance to help drive change and embed the use of new technology required to help grow the business, both locally and nationally.
You will also be expected to lead by example in the performance of your own duties to encourage other team members coming through the business to do the same.
- Key duties & responsibilities
- Responsibility for managing your own client portfolio, being the main point of contact for those clients and ensuring completion of any related MTD quarterly reporting, Final Declarations, Self-Assessment tax returns and Trust Accounts, if relevant by the relevant filing deadlines each year.
- Responsibility for following AAB Tax Compliance processes, as well as other internal processes required in the performance of your duties.
This includes the use of technology to improve efficiency within the business, maintaining accurate client data, and the accurate and real time completion of timesheets and all workflow / job management tools.
- Financial Management of own portfolio including review and management of own WIP, proposals for new work, raising fees and proposing fee uplifts for additional work where required.
- Identifying opportunities for additional work within your client portfolio and cross-selling services as and when required.
- Meeting targets for winning new work as set by the leadership team each year.
- Reviewing work prepared by junior team members, including complex reviews for other team members where it is within your skillset.
- Undertaking the preparation of ad hoc advisory work arising within your own client portfolio, including but not limited to Real time CGT reporting, Remuneration planning, CGT calculations, Trust Registrations etc.
- Liaising and working with the Tax Advisory team and other Business Units including but not limited to BAG, as and when required.
- Line management responsibilities for junior members of the team.
- Mentoring, support and training junior members of team to aid their development and career progression opportunities.
- Undertaking Business Development both internally and externally, including attending local and office based networking events with a view to increasing awareness of AAB and the tax compliance function within the local area.
- Help embed change and the use of new technology within AAB processes.
- Assist the Head of Tax Compliance in undertaking quarterly Quality Control Reviews (QCR) on work prepared within the compliance team to ensure adherence to risk processes, maintain quality and help identify training needs for the team and to maintain AAB quality standards.
Experience & qualifications Essential
- Relevant professional tax qualification (e. g. CA, ATT, CTA, STEP or similar)
- At least 3 years tax compliance experience in a Manager role or higher.
- Experience line managing people and / teams.
- Ability to undertake independent technical research
- Track record of handling a client portfolio with strong client engagement
- Desirable: Experience using CCH Personal Tax and related applications.
- Good knowledge in the use of Excel and Word.
- #J-18808-Ljbffr
Edinburgh - Private Client Compliance Tax Senior Manager 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 Edinburgh - Private Client Compliance Tax Senior Manager
✨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 Edinburgh - Private Client Compliance Tax Senior Manager
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!
