Location: Glasgow (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time
A senior private client compliance role in Glasgow where you'll run your own portfolio and help shape how the whole function uses technology going forward.
My client is a large professional services firm with a varied private client book: UHNW and HNW individuals, non-residents, farmers, partnerships, trusts and estates. You'd report into the national Head of Tax Compliance.
What you'll be doing
- Running your own client portfolio, from MTD quarterly reporting to Final Declarations, SA returns and trust accounts
- Owning the numbers on your portfolio: WIP, fees, uplifts and proposals
- Reviewing junior work, including complex reviews for the wider team
- Picking up advisory work on your clients, such as real-time CGT reporting and remuneration planning
- Line managing and mentoring the team
- At Senior Manager level, helping drive change, quality reviews and new tech across the function
What you'll need
- CA, ATT, CTA, STEP or similar
- Private client compliance experience at Manager level or above
- Line management experience and a good client manner
- CCH Personal Tax experience would be useful
What's in it for you
- Hybrid working and genuinely flexible hours
- Holiday you can buy or carry over, plus bank holidays
- Private medical cover, with the option to add your family
- Enhanced family leave, a competitive pension and life assurance
- A paid volunteering day and 24/7 wellbeing support
If you're the person in your current firm who gets pulled in whenever a process needs fixing, this is the kind of seat where that's actually valued.
For a confidential chat, get in touch with Lydia at ProTalent.
lydia@protalent.co | 01273 491 852 | ProTalent.eu