At a Glance
- Tasks: Manage a high-value portfolio and deliver bespoke tax advice to private clients.
- Company: Leading independent accountancy firm with a focus on growth and client relationships.
- Benefits: Competitive salary, hybrid working, and clear career progression opportunities.
- Other info: Inclusive culture that values diversity and supports personal development.
- Why this job: Step into a senior leadership role and make a real impact in a vibrant financial centre.
- Qualifications: CTA/ACA qualified with experience in managing complex private client tax matters.
The predicted salary is between 60000 - 80000 £ per year.
A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and ambitious practice. Working closely with business owners, high-net-worth individuals, and entrepreneurial families, the successful candidate will deliver bespoke tax advice across income tax, capital gains, inheritance tax, trusts, and international issues.
Key Responsibilities
- Oversee a varied portfolio of complex private client tax matters, including UK and international tax planning, trusts, and estate planning.
- Act as a key point of contact for high-value clients, developing long-term relationships based on technical expertise and proactive service.
- Lead a high-performing team of tax professionals, providing mentorship, technical guidance, and career development support.
- Collaborate with partners and senior leadership to shape the firm’s private client strategy and support growth through client development and networking.
- Identify tax planning opportunities and work on specialist assignments such as residence and domicile issues, succession planning, and family wealth structuring.
- Ensure compliance standards are met and that the team maintains up-to-date knowledge of UK tax legislation and HMRC practices.
Candidate Profile
- Be CTA and/or ACA qualified with significant post-qualification experience in private client tax.
- Have a proven track record of managing complex tax matters for HNWIs, business owners, and family trusts.
- Demonstrate excellent technical knowledge, commercial awareness, and a relationship-led approach.
- Be confident leading a team and supporting junior colleagues with their development.
- Possess strong communication skills and the ability to explain complex tax issues clearly to clients.
- Be ambitious, collaborative, and motivated to help drive the continued success of the private client offering in Edinburgh.
What the Firm Offers
- A senior leadership position with real influence and autonomy.
- A supportive, inclusive culture that recognises individual contribution.
- Hybrid and flexible working arrangements.
- Access to a high-quality and diverse client base.
- A competitive salary and benefits package, including bonus potential.
- Clear career progression and the opportunity to become a key figure in the firm’s strategic growth plans.
This role is ideal for a seasoned private client tax professional who thrives in a collaborative environment and is ready to step into a visible, client-facing leadership role in one of Scotland’s most vibrant financial centres.
Private Client Senior Manager in Midlothian employer: iMultiply Resourcing Ltd
As a leading independent accountancy and advisory firm in Edinburgh, we pride ourselves on fostering a supportive and inclusive work culture that values individual contributions. Our Private Client Senior Manager role offers not only a competitive salary and benefits package but also the opportunity for clear career progression and the chance to lead a talented team while working with a diverse and high-quality client base. Join us to make a meaningful impact in one of Scotland's most vibrant financial centres, where your expertise will be recognised and your professional growth supported.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager in Midlothian
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your experience with complex tax matters and your ability to lead a team. We want them to see you as the go-to person for private client tax advice.
✨Tip Number 3
Prepare for interviews by researching the firm’s culture and values. Tailor your responses to show how you align with their goals, especially around client development and mentorship. We want to see you shine as a perfect fit for their team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our ambitious practice.
We think you need these skills to ace Private Client Senior Manager in Midlothian
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Senior Manager role. Highlight your expertise in managing complex tax matters and leading teams, as these are key 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 private client tax and how your background makes you the perfect fit for our team in Edinburgh.
Showcase Your Technical Knowledge:We want to see your understanding of UK tax legislation and your experience with high-net-worth individuals. Be specific about your achievements and how you've navigated complex tax issues in the past.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our ambitious practice.
How to prepare for a job interview at iMultiply Resourcing Ltd
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around UK and international tax planning, trusts, and estate planning. Be ready to discuss specific cases or scenarios where you've successfully managed complex tax matters for high-net-worth individuals.
✨Showcase Your Leadership Skills
As a Private Client Senior Manager, you'll be leading a team. Prepare examples of how you've mentored junior colleagues or led a high-performing team in the past. Highlight your ability to develop talent and foster a collaborative environment.
✨Build Relationships
This role is all about client relationships. Think of ways you've built long-term connections with clients and how you've provided proactive service. Be prepared to discuss how you can maintain and grow these relationships in your new role.
✨Be Ambitious and Collaborative
The firm is looking for someone who is ambitious and motivated to drive growth. Share your vision for the private client offering and how you plan to contribute to the firm's strategic goals. Show that you're not just a team player but also someone who can take initiative.
