Private Client Compliance - Client Delivery and Technology - SM

Line of Service

Tax

Industry/Sector

Not Applicable

Specialism

General Tax Consulting

Management Level

Senior Manager

Job Description & Summary

About the role

Our Tax Compliance team delivers technology-enabled compliance services to a prestigious client base. We combine technical excellence with automation and innovation, working across the UK and with overseas delivery centres to provide an outstanding client experience.

We are seeking an experienced Senior Manager for a hybrid role combining private client portfolio leadership with technology-enabled process improvement. Approximately 50% of the role will focus on managing high-net-worth individuals, trusts and partnerships, with responsibility for high-quality, commercially effective and well-controlled delivery.

The remaining 50% will connect PCC’s operational needs with the wider Compliance Services Technology and AI teams. Using your understanding of private client compliance to simplify, standardise and automate delivery, and translate business challenges into practical, scalable solutions.

What your days will look like

• Lead a portfolio of high-net-worth individuals, trusts and partnerships, building trusted relationships and anticipating client needs.

• Own end-to-end compliance delivery, including complex reviews, timetables, budgets, billing, quality and risk.

• Analyse PCC processes, controls and hand-offs to identify opportunities for simplification, standardisation, automation and AI.

• Translate business challenges into clear requirements, process maps, user stories, success measures and scalable solutions.

• Partner with Technology and the Compliance Services AI Programme to design, test and progress governed solutions.

• Coach colleagues and build team capability across technical delivery, technology adoption and continuous improvement.

This role is for you if

• Strong private client tax expertise and experience managing comparable portfolios; CTA, ACA or equivalent qualification.

• Proven ownership of end-to-end delivery across deadlines, budgets, quality and risk requirements.

• Excellent client service, communication and stakeholder management skills, with the ability to build trusted relationships.

• Ability to analyse processes, resolve ambiguity and translate business needs into practical improvements.

• Confidence using technology to solve problems, with knowledge of automation, AI, workflow or low-code tools.

• Commercial judgement, attention to detail and experience coaching colleagues and supporting continuous improvement.

• Ability to rapidly assimilate the existing PCC operating model and effectively support the business in transitioning to new target models driven by technology changes.

What you'll receive from us

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

Education (if blank, degree and/or field of study not specified)

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Practices, Active Listening, Analytical Thinking, Coaching and Feedback, Communication, Corporate Tax Planning, Creativity, Drafting Tax Documents, Embracing Change, Emotional Regulation, Empathy, Financial Audit, Financial Review, Financial Statement Analysis, Inclusion, Influence, Intellectual Curiosity, Learning Agility, Monitoring and Analyzing Financial Trends, Optimism, Preparing Tax Documents, Professional Courage, Project Management {+ 17 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

0%

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date