Private Client Tax Manager

Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Edinburgh who, due to organic growth, are seeking a Private Client Tax Manager to join their team.

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Perfect for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/ life balance.

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Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of advisory, tax planning, compliance, and ad hoc project work.

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Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).

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The Role:

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Managing a diverse private client tax portfolio

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Identifying tax planning opportunities

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Review of tax compliance

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Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax

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Managing/ supporting the successful delivery of ad hoc tax projects

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Mentoring junior staff

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Leading client meetings

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Building and maintaining strong client relationships.

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Benefits include:

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Progression plan

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Company & Manager bonus

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Hybrid arrangement (option of WFH 3 days a week)

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35 Hour Working week

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Flexible Working (core hours 10am – 4pm)

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Private medical care

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Generous Pension

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Cycle to work scheme

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Social events

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Part time considered

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You:

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CTA Qualified

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ATT/ CTA PQ also considered

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Ideally experience of working with HNWIs, Trusts and Estates

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Significant UK private client/ personal tax expertise

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Excellent communication skills

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UK Resident

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If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.