At a Glance
- Tasks: Deliver high-quality personal tax advisory services, focusing on IHT planning and trust structuring.
- Company: Thriving firm with a values-led culture, supporting rural communities and owner-managed businesses.
- Benefits: Flexible working, leadership development programmes, and a supportive environment for professional growth.
- Other info: Collaborative team atmosphere with opportunities to mentor junior colleagues.
- Why this job: Make a real impact while shaping your career in a respected advisory team.
- Qualifications: Experience in personal tax advisory, particularly in inheritance tax and trust work.
The predicted salary is between 45000 - 55000 £ per year.
This is an exciting opportunity to join a thriving personal tax team in Glasgow, part of a firm that's deeply rooted in supporting rural communities and owner-managed businesses across Scotland and beyond. With over 900 professionals across the UK and access to a global network of advisers, the firm combines local insight with international reach.
Known for its values-led culture and award-winning tax practice, the firm is experiencing significant growth in personal tax advisory work-particularly in inheritance tax (IHT) planning-following recent government changes. With a strong presence in rural sectors and a loyal OMB client base, the team is well-positioned to deliver meaningful, forward-looking advice that helps clients protect and plan for their futures.
As a Personal Tax Manager, you'll play a key role in delivering high-quality advisory services to a diverse portfolio of clients. You'll focus on IHT planning, trust structuring, and wider personal tax matters, working closely with clients to understand their goals and provide tailored solutions.
You'll also support senior colleagues in developing the practice, contribute to thought leadership, and help mentor junior team members. This is a client-facing role with real scope to shape your career in a growing and respected advisory team.
To thrive in this role, you'll bring solid experience in personal tax advisory, with a particular interest-or background-in inheritance tax planning and trust work. Your ability to communicate clearly and build strong client relationships will be key, as will your confidence in managing a varied portfolio and delivering practical, tailored advice. A collaborative mindset and a genuine interest in mentoring junior colleagues will help you integrate seamlessly into the team. While ATT or CTA qualifications are preferred, equivalent experience and a proactive, solutions-focused approach are equally valued.
You'll join a supportive, forward-thinking firm that values your expertise and encourages your growth. With flexible working arrangements, access to accredited leadership development programmes, and a culture that puts people first, you'll be empowered to thrive professionally and personally.
You'll also benefit from working with a client base that offers variety and depth-from multi-generational rural families to dynamic owner-managed businesses-giving you the chance to make a real impact through your work.
If this opportunity resonates with your experience and ambitions, we'd love to hear from you. Whether you're ready to take the next step or simply want to explore what this role could offer, reach out to start the conversation.
Personal Tax Manager - IHT & Trusts Specialist in Glasgow employer: Broughton Group
Join a dynamic personal tax team in Glasgow or Edinburgh, where you'll be part of a values-driven firm dedicated to supporting rural communities and owner-managed businesses. With a strong emphasis on employee growth, flexible working arrangements, and a culture that prioritises people, this is an excellent opportunity to make a meaningful impact while advancing your career in a respected advisory environment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - IHT & Trusts Specialist in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. When you walk into that interview, show them you’re not just another candidate; you’re someone who genuinely cares about their mission and can contribute to their growth.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in personal tax advisory and how it relates to IHT planning and trust work. The more you practice, the more confident you’ll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision. And remember, apply through our website for the best chance of landing that dream job!
We think you need these skills to ace Personal Tax Manager - IHT & Trusts Specialist in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Personal Tax Manager role. Highlight your expertise in inheritance tax planning and trust work, as these are key areas for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal tax advisory and how your background makes you a perfect fit for our team. Don't forget to mention your interest in mentoring junior colleagues!
Showcase Your Client Relationship Skills:Since this is a client-facing role, emphasise your ability to build strong relationships. Share examples of how you've successfully managed client portfolios and delivered tailored advice in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you brush up on personal tax advisory, especially inheritance tax planning and trust work. Familiarise yourself with recent government changes that impact IHT, as this will show your commitment and expertise during the interview.
✨Showcase Your Client Skills
Prepare examples of how you've built strong client relationships in the past. Think about specific situations where you provided tailored advice that made a difference for your clients, as this is crucial for the role.
✨Be a Team Player
Highlight your collaborative mindset and any experience mentoring junior colleagues. The firm values teamwork, so be ready to discuss how you've contributed to team success in previous roles.
✨Ask Thoughtful Questions
Prepare insightful questions about the firm's approach to personal tax advisory and their growth plans. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
