At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax compliance services.
- Company: Join a leading global professional services firm with a supportive culture.
- Benefits: Enjoy competitive salary, flexible hybrid working, and ongoing professional development.
- Other info: Great career progression opportunities within a respected team of specialists.
- Why this job: Make a real impact by advising clients on complex tax matters and building long-term relationships.
- Qualifications: Experience in Private Client or Personal Tax, with strong trust compliance knowledge.
The predicted salary is between 54000 - 66000 £ per year.
An exciting opportunity has arisen to join a leading global professional services firm with a well-established and growing Family Office & Private Client team in Scotland. Working alongside a highly regarded national private client practice, you will support a diverse portfolio of high-net-worth individuals, entrepreneurs, family business owners, trustees and estates. Known for delivering exceptional client service and technical excellence, the team provides specialist advice across personal tax, trusts and succession planning, whilst offering a collaborative and supportive environment where career development is actively encouraged.
As a Manager within the Family Office & Private Client Tax Compliance team, you will take responsibility for managing a varied portfolio of private clients, ensuring the delivery of a high-quality compliance service across a range of personal tax matters. A significant element of the role will focus on trust compliance, including the preparation and review of trust accounts, trust tax returns and inheritance tax reporting.
You will act as a trusted adviser to your clients, developing long-term relationships and identifying opportunities to provide additional value through advisory support. Working closely with colleagues across the wider tax practice, you will contribute to complex private client projects involving capital gains tax, residence and remittance issues, succession planning and wealth preservation. This role offers an excellent opportunity for an ambitious tax professional to establish themselves as a key trust specialist within a growing and highly respected team.
To be successful in this position, you will bring previous experience gained within a Private Client or Personal Tax environment, ideally from a professional services background. You will have strong experience managing personal tax compliance work and be confident overseeing complex tax returns for high-net-worth individuals, trusts and estates. Direct experience of trust compliance is essential, including trust tax returns, trust accounts and trust administration matters. You will ideally be ATT, CTA, ACA or ACCA qualified, although individuals who are qualified through experience will also be considered. Strong technical skills, excellent client relationship management abilities and a proactive, commercially minded approach will be key to your success in this role.
In return, you will join a market-leading team offering exposure to a high-quality client base and complex, rewarding work. You'll benefit from flexible hybrid working, ongoing professional development and the opportunity to work alongside some of the UK's leading private client tax specialists. The successful candidate will have genuine opportunities for career progression within a growing national practice, whilst enjoying a supportive culture that values collaboration and professional growth.
If you're an experienced Private Client Tax professional with a strong background in trusts and are looking to further your career within a highly respected practice, we'd love to hear from you. Please note that applicants must have the legal right to work in the UK and possess the relevant UK private client tax experience required for this position.
Family Office in Glasgow employer: Hays
Join a vibrant secondary school that prioritises excellence in education and fosters a supportive community for both students and staff. As the Head of Mathematics, you will benefit from a competitive salary, ongoing professional development opportunities, and a collaborative work culture that encourages innovation and growth. This role not only allows you to lead a dedicated team but also to make a significant impact on student achievement in a welcoming environment.
StudySmarter Expert Advice🤫
We think this is how you could land Family Office in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hays. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Family Office in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hays.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hays's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hays
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hays.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hays will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hays employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
