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For Companies At a Glance
- Tasks: Lead a diverse portfolio of personal tax clients and oversee compliance and advisory work.
- Company: Join a top-tier accountancy firm with a dynamic and supportive culture in Edinburgh.
- Benefits: Enjoy hybrid working, competitive salary, 25 days holiday, and enhanced wellbeing support.
- Why this job: Make an impact in a leadership role while mentoring junior staff and engaging in complex advisory matters.
- Qualifications: CTA/ACA/ACCA qualified or equivalent; strong personal tax background and client management experience required.
- Other info: Be part of a growing team with a friendly, people-first culture and opportunities for career development.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Meraki Talent are partnered with a top-tier accountancy firm to appoint a Personal Tax Senior Manager into their expanding Edinburgh office.
This role is a fantastic opportunity for a personal tax specialist ready to step into a senior leadership position with a dynamic and forward-thinking firm that combines the agility of a regional office with the resources of a national network.
The Opportunity
You will lead a varied portfolio of clients including HNWIs, business owners, partnerships, landed estates. As part of a growing tax team, you will take ownership of client relationships, oversee compliance and advisory work, and play a visible leadership role within the office.
Why This Role?
- Leadership with Impact: Join an experienced and supportive director-led team with strong local autonomy and an open, collaborative culture.
- Strategic Growth: The firm is actively investing in its tax offering, with succession planning and senior hires a key priority.
- Real Advisory Exposure: great opportunity to be involved in complex advisory matters.
- Team Development: You will play an active role in mentoring and developing junior staff as part of a department that values growth at every level.
- Hybrid & Flexible: Work-life balance is supported with hybrid working and flexible start and finish times to fit around your personal arrangements.
Benefits & Culture
- Competitive salary and bonus structure
- 25 days holiday bank holidays (with ability to buy/sell additional days)
- Hybrid working: 60% office, 40% home
- Core hours: 10am–2pm
- Enhanced benefits including EAP, wellbeing support, and private virtual GP
- Monthly social events, volunteering days & employee recognition schemes
- Friendly, people-first culture with long-term career support
What You’ll Be Doing
- Managing a portfolio of personal tax clients, including compliance and advisory work
- Reviewing tax returns and ensuring all filings meet current legislation
- Supporting client queries and HMRC correspondence
- Advising on matters such as residency, property, inheritance planning, and trusts (depending on experience)
- Involvement in business development and growing existing client relationships
- Mentoring and reviewing work of junior staff
- Contributing to internal initiatives and continuous improvement
What We’re Looking For
- CTA and/or ACA/ACCA qualified (or equivalent); QBE candidates may also be considered
- Strong personal tax compliance and advisory background within a UK accountancy firm
- Experience managing client relationships and leading a team
- Strong technical knowledge and commercial awareness
- Clear communicator with excellent written and verbal skills
- Motivated, personable, and comfortable engaging with stakeholders at all levels
This is a rare opportunity to step into a senior role within a well-established team that’s continuing to grow. If you're a tax professional ready to shape the next stage of your career, we’d love to hear from you.
Apply now or contact Marija at Meraki Talent for a confidential discussion.
Personal Tax Senior Manager employer: Meraki Talent Limited
Contact Detail:
Meraki Talent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager
✨Tip Number 1
Network with professionals in the tax field, especially those who work in or have connections to top-tier accountancy firms. Attend industry events or webinars where you can meet 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 well-informed will not only help you in interviews but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and leading teams. Think of specific examples that showcase your leadership skills and how you've successfully mentored junior staff in the past.
✨Tip Number 4
Familiarise yourself with the firm’s client base and their specific needs, particularly high-net-worth individuals and business owners. Tailor your discussions to highlight how your expertise aligns with their requirements and how you can add value.
We think you need these skills to ace Personal Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your personal tax compliance and advisory experience. Focus on relevant roles where you've managed client relationships and led teams, as these are key aspects of the Personal Tax Senior Manager position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your leadership skills and ability to mentor junior staff, as well as your strong technical knowledge in personal tax.
Showcase Your Communication Skills: Since clear communication is essential for this role, ensure your application reflects your written communication abilities. Use concise language and structure your documents well to make a positive impression.
Highlight Your Advisory Experience: Emphasise any experience you have with complex advisory matters, such as residency, property, inheritance planning, and trusts. This will show that you are well-prepared for the responsibilities of the Personal Tax Senior Manager role.
How to prepare for a job interview at Meraki Talent Limited
✨Showcase Your Technical Knowledge
As a Personal Tax Senior Manager, you'll need to demonstrate strong technical knowledge in personal tax compliance and advisory. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, showcasing your expertise and problem-solving skills.
✨Highlight Leadership Experience
This role involves mentoring junior staff and leading client relationships. Share examples of how you've previously managed teams or projects, focusing on your leadership style and how you foster collaboration and development within your team.
✨Prepare for Client-Focused Questions
Expect questions about managing client relationships and handling queries. Think of instances where you've effectively communicated with clients, resolved their concerns, or provided valuable advice, particularly in areas like residency or inheritance planning.
✨Demonstrate Cultural Fit
The firm values a friendly, people-first culture. Be ready to discuss how you align with these values, perhaps by sharing experiences that highlight your interpersonal skills, teamwork, and commitment to creating a positive work environment.
