At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a Top 15 accountancy firm with a rich history and strong reputation.
- Benefits: Enjoy flexible working, career development, profit share, and a supportive team culture.
- Other info: Be part of a collaborative environment that values diversity and professional growth.
- Why this job: Work on complex tax matters and make a real impact in clients' financial lives.
- Qualifications: Experience in personal tax management and strong client relationship skills.
The predicted salary is between 60000 - 80000 £ per year.
An exciting opportunity has arisen for an experienced Personal Tax Manager to join a Top 15 Firm in Edinburgh. Working closely with Partners, Directors and Senior Managers, you will play a key role in delivering both compliance and advisory services to a diverse portfolio of private clients. This position offers the chance to combine technical expertise, client relationship management and team leadership within a collaborative and highly regarded tax practice.
About the Role
- Manage a portfolio of high‐net‐worth individuals, trusts, partnerships, landed estates and professional services clients, providing both compliance and advisory support.
- Review the work of junior team members, ensuring technical accuracy, quality of service and adherence to statutory deadlines.
- Advise clients on a broad range of tax matters including inheritance tax, capital gains tax, trust planning, international tax considerations and succession planning.
- Monitor budgets, billing and client profitability while maintaining strong relationships with clients, partners and internal stakeholders.
About the Firm
- Established in the 1800s, the firm is one of the UK's leading accountancy and business advisory practices, ranked among the top UK accountancy firms.
- The Personal Tax team comprises over 120 professionals across nine UK offices, delivering specialist advice to a broad private client base.
- The Edinburgh office is home to over 70 staff and six partners, operating from modern offices with excellent transport links.
- As a member of a global accounting and consulting network, the firm combines local expertise with international reach and resources.
Why Should You Be Interested?
- Join a well‐respected and growing tax practice with exposure to complex and interesting private client work.
- Benefit from genuine career development opportunities, including involvement in advisory projects, committees, presentations and mentoring junior staff.
- Enjoy a flexible hybrid working model, a reduced working week and a comprehensive benefits package including profit share and bonus opportunities.
- Be part of a collaborative and inclusive culture that values professional development, technical excellence and long‐term career progression.
Contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk for a confidential discussion.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager in Edinburgh employer: PRO-TAX RECRUITMENT LIMITED
Join a prestigious Top 15 Firm in Edinburgh, where you will thrive in a collaborative environment that champions professional growth and technical excellence. With a flexible hybrid working model, a reduced working week, and a comprehensive benefits package including profit share and bonus opportunities, this role offers a unique chance to manage a diverse portfolio of high-net-worth clients while developing your career in a supportive and inclusive culture.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Edinburgh
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as PRO-TAX RECRUITMENT LIMITED, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager in Edinburgh
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch PRO-TAX RECRUITMENT LIMITED's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at PRO-TAX RECRUITMENT LIMITED. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at PRO-TAX RECRUITMENT LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for PRO-TAX RECRUITMENT LIMITED.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within PRO-TAX RECRUITMENT LIMITED. It helps to show our commitment!
