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- Tasks: Lead complex tax advisory projects for high-net-worth clients and mentor a growing team.
- Company: Respected regional accountancy firm with a strong presence in Yorkshire and the North.
- Benefits: Competitive salary, performance bonus, hybrid working, and generous holiday allowance.
- Why this job: Join a collaborative team and make a real impact on successful entrepreneurs and business owners.
- Qualifications: CTA or equivalent qualification with significant private client tax experience.
- Other info: Commitment to diversity and inclusion; we welcome applicants from all backgrounds.
The predicted salary is between 60000 - 85000 £ per year.
Do you want to advise some of the North's most successful entrepreneurs, business owners, and high-net-worth individuals? Do you enjoy leading complex advisory projects and developing high-performing teams? Are you ready to take the next step towards Director within a respected regional firm?
Benefits
- Competitive salary up to £85,000 + performance bonus
- Private medical insurance & life assurance
- Hybrid & flexible working model
- Generous holiday allowance + option to purchase additional days
- Pension contribution, cycle-to-work scheme & season ticket loan
- Fully funded CPD and structured leadership development
Your new firm
Our client is a well-established regional accountancy and advisory firm with a strong presence across Yorkshire and the North. Their Private Client Tax team is a cornerstone of the business - advising HNWIs, entrepreneurs, and family offices on all aspects of personal taxation, including residence and domicile, inheritance tax, capital gains, and succession planning. You'll be joining a collaborative, forward-thinking practice that values expertise, innovation, and long-term relationships.
Your new role
As a Private Client Tax Senior Manager, you'll lead a diverse portfolio of high-value clients, delivering a mix of complex advisory and compliance work. You'll manage and mentor a growing team, oversee quality delivery, and work closely with Partners on business development and strategic client initiatives.
Key responsibilities include:
- Leading complex advisory projects across residence & domicile, IHT, CGT, and succession planning
- Managing and reviewing a portfolio of HNW and UHNW client work
- Building strong client relationships and supporting new business initiatives
- Coaching and developing Managers and Assistant Managers within the team
- Ensuring technical excellence and compliance with all relevant legislation
- Working closely with Partners to drive growth and maintain the firm's reputation for quality
To be successful in this role, you'll need:
- CTA or equivalent qualification (ACA, ACCA, STEP advantageous)
- Significant Private Client / Personal Tax experience within practice
- Strong technical knowledge across IHT, CGT, residence, and domicile matters
- Proven track record in managing teams and leading advisory projects
- Excellent communication, leadership, and client relationship skills
Interested? Contact sam.priday@pro-tax.co.uk or call 07846 741892 to find out more about this opportunity.
Equal Opportunity
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Senior Manager in Glasgow employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in Glasgow
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your expertise in personal taxation and advisory projects. We want to see you confidently discussing your experience with IHT, CGT, and succession planning – it’ll set you apart from the crowd!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s values, recent projects, and their approach to client relationships. We recommend practising common interview questions and preparing examples of how you’ve led teams and managed complex projects.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Private Client Tax Senior Manager role! We’re always looking for talented individuals like you, and applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Private Client Tax Senior Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your experience with HNWIs and your technical knowledge in IHT, CGT, and succession planning. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about advising clients and leading teams. Share specific examples of your past successes that relate to the responsibilities mentioned in the job description.
Showcase Your Leadership Skills: Since this role involves managing and mentoring a team, make sure to highlight your leadership experience. We love seeing how you've developed others and led complex projects, so don’t hold back on those details!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to showcase your talents. Plus, it’s super easy!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around IHT, CGT, and residence matters. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Leadership Skills
As a Private Client Tax Senior Manager, you'll be expected to lead teams and projects. Prepare examples of how you've successfully managed teams or led advisory projects in the past. This will demonstrate your capability to mentor others and drive results.
✨Build Rapport with Interviewers
Remember, this is as much about them getting to know you as it is about you assessing the firm. Engage with your interviewers, ask them questions about their experiences, and show genuine interest in the firm's culture and values.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and decision-making abilities. Think through potential challenges you might encounter in the role and how you would address them, particularly in relation to high-net-worth clients.
