Private Client Admin
Department: Private Client Tax
Employment Type: Full Time
Location: Glasgow- Consilium
Compensation: £25,000 - £30,000 / year
Description
Working with Dains
Based in Glasgow, Consilium Chartered Accountants has been delivering high-quality compliance and advisory services to SMEs and charities across Scotland and the UK since 2013. Known for its strong reputation in the market, Consilium is widely regarded as a trusted adviser to successful business owners, entrepreneurs, and charitable organisations across a broad range of industries and sectors.
In February 2025, Consilium became part of the Dains Accountancy Group - a national accountancy and advisory network with nearly a century of experience supporting SME growth across the UK and Ireland.
Consilium provides a comprehensive suite of services including Accounting, Audit, Corporate Finance, Tax, Payroll, and Cloud Accounting, with a focus on delivering practical advice, strategic insight, and exceptional business planning.
Consilium's name, derived from Latin, reflects the business's core mission: to plan, to advise, and to counsel.
The role
We’re looking for an enthusiastic, reliable, and detail-oriented individual who thrives in a busy, professional environment. You’ll be someone who takes pride in delivering high-quality work and understands the importance of excellent administrative support in helping a business run smoothly.
The ideal candidate will have strong organisational skills, a proactive mindset, and a willingness to learn and adapt. You should feel confident working independently as well as part of a team and be comfortable interacting with colleagues at all levels of the business.
You’ll be the kind of person who takes initiative, notices what needs to be done, and takes action to keep things running smoothly. Whether it's ensuring a meeting room is prepared, documents are perfectly formatted, or communication is handled professionally, you’ll bring a sense of ownership and pride to everything you do.
Key Responsibilities
* Provide administrative support to the Private Client Tax team, assisting with clerical and organisational duties such as document preparation, data entry, filing, and general office coordination to ensure the smooth running of day-to-day operations.
* Assist in the preparation and submission of personal tax returns, trust tax returns, and related compliance documentation under the guidance of tax professionals
* Help maintain and update client records on internal tax systems and databases, ensuring data is accurate, securely stored, and compliant with GDPR and firm policies.
* Prepare client engagement letters, onboarding documentation, and other correspondence as required.
* Support the coordination of client meetings, including scheduling, preparation of agendas, and assembling necessary paperwork or reports.
* Help maintain and update client records on internal tax systems and databases, ensuring data is accurate, securely stored, and compliant with GDPR and firm policies.
Skills, Knowledge & Expertise
* Helpful and Professional Attitude
Demonstrates a positive and approachable demeanor when interacting with colleagues, clients, and stakeholders. Maintains professionalism in all communications and situations, ensuring a supportive environment that fosters teamwork and collaboration.
* Good Time-Management and Ability to Work to Deadlines
Effectively prioritizes tasks and manages workload to meet tight deadlines without compromising quality. Shows strong organizational skills, balancing multiple responsibilities simultaneously while maintaining productivity and efficiency.
* Excellent Communication Skills
Possesses strong verbal and written communication abilities, capable of conveying information clearly and concisely to diverse audiences. Skilled in active listening, ensuring understanding and facilitating effective two-way communication within the team and with external contacts.
* Good Working Knowledge of MS Office (Outlook, Word, Excel, etc.)
Proficient in using Microsoft Office applications to create, edit, and manage documents, spreadsheets, and email correspondence. Utilizes features and functions of these tools to enhance productivity and streamline day-to-day operations.
* Attention to Detail
Displays meticulous attention to accuracy in all tasks, ensuring data integrity, error-free documentation, and adherence to company standards. Identifies discrepancies and takes corrective actions promptly to maintain high-quality outcomes.
Job Benefits
* Competitive salary
* Good annual leave entitlement
* Death in service cover
* Enhanced pension contributions
* Private medical cover
* Flexi-time
* A day off for your birthday
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