A well-established accountancy practice is looking to strengthen its Owner Managed Business Tax team with the appointment of a Tax Manager or Senior Manager.
This is a broad role covering both corporate and personal tax, giving you the opportunity to work closely with business owners, shareholders and private clients. You'll have responsibility for your own portfolio while getting involved in more complex advisory work and supporting the development of the wider team.
The Opportunity
The role offers a varied mix of client management, technical work and advisory projects, including:
- Managing a portfolio of OMB and private clients
- Providing advice across both corporate and personal tax
- Building and maintaining strong client relationships
- Supporting business owners with their wider tax requirements
- Advising on areas such as restructuring and succession planning
- Supporting transaction and property-related tax work
- Identifying opportunities to add value across existing client relationships
- Reviewing work and providing guidance to more junior members of the team
- Contributing to the continued development of the tax team
What We're Looking For
We're keen to speak with candidates who have:
- CTA and/or ACA/ACCA qualification
- Strong experience within a UK accountancy or tax practice
- Experience across both corporate and personal tax
- A background working with owner-managed businesses
- Strong client relationship and portfolio management skills
- Experience with advisory work beyond routine compliance
- Previous team leadership or mentoring experience, particularly at Senior Manager level
- A commercial and practical approach to providing tax advice
What's on Offer
- Competitive salary and benefits
- Hybrid and flexible working
- Varied OMB and private client exposure
- Strong opportunities for technical and career developmentAccess to complex advisory work
- Supportive and collaborative team environment
- Clear progression opportunities within an established practice
If you're looking for a broader OMB tax role with a genuine mix of corporate, personal and advisory work, get in touch for a confidential conversation.
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Tax Senior Manager - OMB's employer: Insite US
As a leading accountancy firm in Edinburgh, we pride ourselves on fostering a collaborative and inclusive work culture that values professional growth and development. Our employees benefit from a supportive environment where they can engage with high-net-worth clients and tackle complex tax issues, all while enjoying competitive remuneration and opportunities for career advancement. Join us to be part of a dynamic team that is committed to excellence and innovation in the field of private client tax management.
