Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and deliver insightful personal tax solutions.
- Company: Join a top 20 accountancy firm known for its people-focused culture and international network.
- Benefits: Enjoy flexible working hours, 33 days holiday, and a supportive employee assistance programme.
- Why this job: Be part of a dynamic team that values your growth and offers meaningful client interactions.
- Qualifications: Must be ICAS, ACA or CTA qualified with relevant tax experience and strong communication skills.
- Other info: Opportunity to work with diverse clients and access award-winning development programmes.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a highly regarded and expanding Top 20 Accountancy firm with several UK offices and proud member of a renowned International network, seeks to recruit a suitably qualified and experienced Personal Tax Assistant Manager to join their Edinburgh team.
Our client feels their people-focused approach truly sets them apart as you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth, investing in their people because they are the foundation of their success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. Our client has also been awarded gold for Investors in People. This recognition reflects their deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Our client seeks a talented Tax Assistant Manager who thrives in a dynamic environment and embraces the chance to tackle complex challenges. Your work in Personal Tax will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.
Just some of the rewards and reasons to join!
- You’re more than a number; you’re an individual with unique talents and aspirations. Our Client's benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.
- Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
- 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
- Competitive salary package.
- Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential.
- Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
- Varied and interesting Tax work with a wide range of clients.
- Real scope to further develop and progress.
Main duties:
- Manage portfolio of clients, meeting their requirements and maximising fee income.
- Manage the production of client’s personal tax computations.
- Plan, control, and review work carried out by team members to ensure work is completed within time frames and budget.
- Respond to tax queries from Partners/Directors/Managers.
- Carry out consultancy work when required.
- Attend client meetings where appropriate.
- Design and implement standard letters/systems to improve the efficiency of the Tax Department.
- Spot opportunities for relevant advisory work with existing clients.
What our Client seeks:
- ICAS, ACA or CTA qualified – with Tax experience in practice.
- Varied, practical and technical tax knowledge.
- Positive, enthusiastic approach.
- Able to train junior members of staff.
- IT packages (Excel, tax software, Word).
- Communication skills.
- Organisational skills.
- Commercial awareness / client focus.
- Problem solving and decision making.
- Ability to work well under pressure.
Personal Tax Assistant Manager employer: Lochead Sandford Recruitment
Contact Detail:
Lochead Sandford Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in personal tax. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Research the latest trends and changes in personal tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and tackled complex tax challenges in your previous roles. This will showcase your practical experience and problem-solving skills.
✨Tip Number 4
Familiarise yourself with the firm’s values and their approach to employee development. Be ready to articulate how your personal goals align with their commitment to nurturing talent and fostering a supportive work environment.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ICAS, ACA, or CTA credentials. Emphasise your tax experience in practice and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the firm’s people-focused approach and how you can contribute to their team dynamics.
Highlight Relevant Experience: In your application, focus on your experience managing client portfolios and producing personal tax computations. Provide examples of how you've successfully navigated complex tax queries or improved departmental efficiency.
Showcase Soft Skills: Don’t forget to mention your communication, organisational, and problem-solving skills. These are crucial for the role, especially when it comes to building client relationships and training junior staff.
How to prepare for a job interview at Lochead Sandford Recruitment
✨Showcase Your Tax Knowledge
Make sure to brush up on your tax regulations and practices relevant to personal tax. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will demonstrate your expertise and practical experience.
✨Emphasise Client Relationship Skills
Since the role involves building meaningful client relationships, be ready to share examples of how you've effectively managed client expectations and fostered strong partnerships in previous roles. Highlight your communication skills and ability to understand client needs.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss situations where you've encountered challenges in your work and how you approached solving them. This could involve managing tight deadlines or addressing unexpected tax queries. Show that you can think critically and make informed decisions under pressure.
✨Express Enthusiasm for Continuous Learning
Given the firm's commitment to professional growth, convey your eagerness to learn and develop further in your career. Mention any recent training or courses you've undertaken and how they have enhanced your skills, aligning with the company's people-focused approach.
