At a Glance
- Tasks: Manage a portfolio of private clients and ensure compliance with tax obligations.
- Company: Join a tech-enabled accountancy practice delivering global audit, tax, and advisory solutions.
- Benefits: Enjoy a hybrid work model, professional growth opportunities, and a supportive team culture.
- Other info: Diversity is valued; apply even if you don't meet all requirements!
- Why this job: Make a real impact while working with high-net-worth clients in a dynamic environment.
- Qualifications: Part-qualified or fully qualified in tax/accounting, with experience in private client tax preferred.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced private client tax professional looking for a new challenge?
THE ORGANISATION
The organisation is a UK-based advisory firm servicing high-net-worth individuals and large families. They offer tailored tax advice, estate planning, and compliance services. Operating across the UK, they work with multi-generational clients and are committed to growth and innovation.
- Provide specialist advice for wealthy clients and their estates
- Manage a broad portfolio of private clients, trusts, and land-based businesses
- Deliver both compliance and advisory services in a fast-paced environment
- Collaborate closely with external advisors like solicitors, IFA's, and wealth managers
- Use current technology to improve service delivery and streamline processes
THE ROLE
Seeking a Private Client Tax Manager to lead complex projects and support growth. You'll manage end-to-end tax compliance and deliver strategic advice. The role involves building relationships with clients and developing junior team members. The role is hybrid, based in the Edinburgh or Glasgow area, with flexible office arrangements.
- Manage your own portfolio of high-net-worth clients and trusts
- Oversee compliance work for a variety of entities, ensuring deadlines are met
- Lead advisory projects, including IHT planning and estate strategy
- Collaborate with third-party professionals to deliver comprehensive advice
- Support internal and external training initiatives and develop junior staff
- Use technology, including AI tools and Excel, to enhance client service and efficiency
THE IDEAL CANDIDATE
Are you ready to take the next step in your career? Do you enjoy building long-term client relationships and leading projects? If so, this role might be for you.
Mandatory
- Have at least 5 years' experience in private client tax advisory and compliance
- Hold a relevant qualification (ATT, CTA, ACA, or equivalent)
- Demonstrate experience managing a portfolio of wealthy clients
- Be familiar with UK tax legislation, including IHT, Trusts, and Landed Estates
- Have strong skills in VAT, inheritance tax planning, and estate administration
- Be aware of technology's role in tax and advice delivery, including Excel and ERP systems
Preferred
- Experience working with clients in agriculture, renewables, or landed estates
- Exposure to estate and trust accounting, management, or project management skills
- Background working with multi-disciplinary teams and external advisors
- Proven ability to develop and mentor junior staff
ON OFFER
The organisation provides a supportive environment with opportunities for professional growth. The role offers a competitive salary, discretionary bonus, and incentives for business development. Flexibility around work location and hours is available to suit your personal needs.
- Salary range: £50,000-£62,000, negotiable based on experience
- Discretionary bonus and incentives for winning new clients
- Hybrid working model-2-3 days in Edinburgh or Glasgow office, flexible monthly arrangements
- Support for continuous professional development and training
- Opportunity to work with high-net-worth clients on complex projects
iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic'. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements.
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Private Client Tax Manager in Glasgow employer: iMultiply Resourcing Ltd
As a Senior Finance Partner at this multinational technology and software provider, you will thrive in a dynamic and collaborative environment that prioritises innovation and continuous improvement. The company offers flexible working arrangements, competitive salaries, and robust professional development opportunities, making it an excellent employer for those looking to make a strategic impact while maintaining a healthy work-life balance. With a strong commitment to diversity and inclusion, you will be part of a forward-thinking team that values your contributions and supports your growth.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Glasgow
✨Tip Number 1
Network with professionals in the private client tax field. Attend industry events, webinars, or local meetups to connect with others who work in this area. Building relationships can lead to valuable insights and potential job referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in international private client tax. Staying updated on changes will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and any advisory roles you've held. Be ready to share specific examples of how you've added value to clients, as this will showcase your expertise and suitability for the role.
✨Tip Number 4
Highlight your ability to work collaboratively across teams. Since the role involves cross-functional collaboration, be prepared to discuss instances where you've successfully worked with other departments to achieve a common goal.
We think you need these skills to ace Private Client Tax Manager in Glasgow
Some tips for your application 🫡
Understand the Role:Read the job description thoroughly to understand the key responsibilities and qualifications required for the Private Client Tax Manager position. Tailor your application to highlight relevant experience and skills.
Highlight Relevant Experience:In your CV and cover letter, emphasise your experience in private client tax compliance, especially if you have worked with high-net-worth individuals or international clients. Use specific examples to demonstrate your expertise.
Showcase Your Qualifications:Mention any relevant qualifications such as CTA, ATT, ACCA, CA, or equivalent. If you are part-qualified or qualified by experience, make sure to explain how this has prepared you for the role.
Personalise Your Cover Letter:Craft a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you are interested in working with iMultiply and how you can contribute to their growth and client service.
How to prepare for a job interview at iMultiply Resourcing Ltd
✨Know Your Tax Regulations
Brush up on the latest tax regulations, especially those relevant to private clients and international tax. Being well-versed in compliance and advisory aspects will show your expertise and readiness for the role.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate effectively and deliver high-quality service, as this is crucial for the Private Client Tax Manager position.
✨Showcase Your Team Leadership
Be ready to discuss your experience in managing and developing a team. Share specific instances where you led a project or initiative, demonstrating your proactive and adaptable nature.
✨Prepare for Advisory Scenarios
Think about potential advisory opportunities you could identify for clients. Be prepared to discuss how you would approach these situations, showcasing your strategic thinking and problem-solving skills.
