Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and supervise a small team.
- Company: Reputable accountancy firm in the heart of Edinburgh.
- Benefits: Genuine career progression, competitive salary, and supportive work environment.
- Why this job: Join a dynamic team and make a real impact in personal tax advisory.
- Qualifications: ATT or CTA qualified with 5+ years in Personal Tax.
- Other info: Commutable from various locations with excellent growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression? Situated in Edinburgh City Centre, this well‑known accountancy firm is currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory or managerial position. The firm has a growing client base driven by good marketing work and a high number of referrals.
The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad‑hoc tax advisory projects as well as other compliance‑focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.
Key Responsibilities- Manage a private client portfolio, focusing on self‑assessment tax returns and advisory services.
- Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
- Contribute to departmental initiatives and training programs.
- Support Tax Partners and identify cross‑selling opportunities.
- Maintain up‑to‑date technical knowledge and participate in marketing activities.
ATT or CTA qualified with at least 5 years’ experience in Personal Tax within a practice environment.
The Edinburgh City office is commutable from areas such as Musselburgh, Livingston, Dunbar, Linlithgow, North Berwick etc.
Private Client Tax Manager - Edinburgh employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even grab a coffee with someone already in the field. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs and UHNWIs. Share specific examples of how you've tackled complex tax issues – it’ll set you apart from the crowd.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s just good manners!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Private Client Tax Manager - Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with HNWIs and UHNWIs, and don’t forget to showcase your supervisory skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your qualifications, like ATT or CTA, and share specific examples of your past successes in personal tax.
Show Off Your Technical Knowledge: Since the role involves technical research and compliance, make sure to demonstrate your up-to-date knowledge in areas like Income Tax and Capital Gains Tax. We love candidates who are proactive about staying informed!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team in Edinburgh!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts. The firm will be looking for someone who can demonstrate a solid understanding of these areas, so be prepared to discuss your experience and any recent changes in tax legislation.
✨Showcase Your Leadership Skills
As you'll be supervising a small team, it's crucial to highlight your leadership experience. Think of examples where you've guided others, resolved conflicts, or contributed to team success. This will show that you're ready to take on the managerial responsibilities of the role.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Practice explaining complex tax concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients and your team. It’s all about showing that you can make the complicated sound easy!
✨Research the Firm
Take some time to learn about the firm’s culture, values, and recent achievements. Being able to discuss how your goals align with theirs will not only impress the interviewers but also help you determine if it’s the right fit for you. Plus, it shows that you’re genuinely interested in the position!
