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- Tasks: Manage client portfolios, produce tax computations, and respond to queries while leading a dynamic team.
- Company: Join a top 20 CA firm in Edinburgh known for its people-focused approach and commitment to growth.
- Benefits: Enjoy hybrid working, 33 days holiday, competitive salary, and employee recognition awards.
- Why this job: Make a meaningful impact while building relationships and tackling complex challenges in a supportive environment.
- Qualifications: ICAS, ACA or CTA qualified/studier with practical tax knowledge and strong communication skills.
- Other info: Flexible core hours and access to a 24-hour support service for you and your family.
The predicted salary is between 36000 - 60000 £ per year.
BASED IN EDINBURGH HOWEVER HYNRID WORKING
Our client, an expanding Top 20 CA Firm, who feel their people-focused approach truly sets them apart , seek to recruit a suitably qualified Private client/Personal Tax Assistant Manager to join their Edinburgh office.
Here, 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. Our client invests 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. With gold accreditation 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.
- 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 be team members to ensure work is completed within timeframes 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.
Ideal Person:
- ICAS, ACA or CTA qualified/studier – with experience in Practice however those more qualified by experience will also be considered
- Varied, practical and technical tax knowledge.
- 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.
- A positive approach in dealings with both clients and staff.
Rewards That Resonate
You’re more than a number to our Client – you’re an individual with unique talents and aspirations. Their 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.
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 Tax Assistant Manager
✨Tip Number 1
Make sure to highlight your experience in managing client portfolios and delivering insights that drive results. This role emphasizes building meaningful client relationships, so be prepared to discuss how you've successfully navigated complex challenges in the past.
✨Tip Number 2
Familiarize yourself with the specific tax software and IT packages mentioned in the job description. Being able to demonstrate your proficiency in these tools during the interview will show that you're ready to hit the ground running.
✨Tip Number 3
Prepare examples of how you've trained or mentored junior staff in previous roles. The firm values a collaborative environment, and showcasing your ability to develop others will align well with their people-focused approach.
✨Tip Number 4
Research the firm's commitment to continuous learning and development. Be ready to discuss how you plan to take advantage of their award-winning development programs to further your career while contributing to the team's success.
We think you need these skills to ace Tax Assistant Manager
Some tips for your application 🫡
Understand the Company Culture: Research the client’s people-focused approach and their commitment to nurturing talent. Highlight how your values align with theirs in your application.
Tailor Your CV: Make sure your CV reflects your qualifications (ICAS, ACA, or CTA) and relevant experience in personal tax. Emphasize your ability to manage client relationships and deliver insights.
Craft a Compelling Cover Letter: In your cover letter, discuss your passion for tax consultancy and your problem-solving skills. Mention specific examples of how you've tackled complex challenges in previous roles.
Showcase Your Communication Skills: Since communication is key in this role, provide examples in your application that demonstrate your ability to effectively communicate with clients and team members.
How to prepare for a job interview at Lochead Sandford Recruitment
✨Show Your People Skills
Since the firm values a people-focused approach, be prepared to discuss how you've built and maintained client relationships in the past. Share specific examples that highlight your communication skills and ability to understand client needs.
✨Demonstrate Your Technical Knowledge
Make sure to brush up on your tax knowledge, especially in personal tax. Be ready to discuss complex tax scenarios and how you would navigate them. This will show your potential employer that you are capable of tackling the challenges they face.
✨Highlight Your Problem-Solving Skills
Prepare to share instances where you've successfully solved problems under pressure. The firm is looking for someone who can think critically and make decisions effectively, so provide examples that showcase these abilities.
✨Emphasize Your Commitment to Continuous Learning
Given the firm's focus on professional growth, express your enthusiasm for ongoing development. Discuss any relevant training or certifications you've pursued and how you plan to continue enhancing your skills in the future.
