Private Client Compliance Manager

Overview

You will lead high-quality personal tax compliance for a diverse client base in a collaborative, inclusive firm. As part of the tax team, you’ll deliver compliance and assurance work while developing client relationships and mentoring others. The role sits at the intersection of technical excellence and advisory opportunities, contributing to the firm’s trusted client service. You will work with cross-functional teams across a culture that values flexibility and work-life balance. This is your chance to shape client outcomes and grow within a respected professional services firm.

Pay / Benefits

• hybrid working options
• annual performance-based bonus
• salary reviews
• comprehensive benefits package
• wellbeing support
• career progression opportunities

Responsibilities

• Review personal, trust, and partnership tax returns for compliance
• Provide comprehensive tax compliance and assurance services
• Develop and maintain client relationships, identifying opportunities for tax advisory
• Manage and mentor junior tax staff
• Ensure WIP analysis and billing are up to date

Key requirements

• Minimum of 5 years’ experience in personal tax compliance or assurance
• Professional qualification ACA, ACCA, CTA, or equivalent
• Excellent communication and interpersonal skills
• Strong proficiency in tax software (CCH) and Microsoft Office
• Ability to manage deadlines and deliver high-quality work

• Excellent communication
• Interpersonal skills
• Client relationship management
• Mentoring and team leadership
• Tax software (CCH)
• Microsoft Office

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