At a Glance
- Tasks: Manage personal tax compliance and advisory for high-net-worth clients while mentoring junior staff.
- Company: Join a leading firm with a strong focus on equality, diversity, and inclusion.
- Benefits: Enjoy a hybrid working policy, 25 days annual leave, and a contributory pension scheme.
- Other info: Dynamic team environment with opportunities for professional growth and involvement in firm-wide initiatives.
- Why this job: Make a real impact in personal tax while developing your career in a supportive environment.
- Qualifications: CTA qualified with 1-2 years of management experience in personal tax.
The predicted salary is between 50000 - 60000 £ per year.
Due to an increase in demand, our Edinburgh office is recruiting for an experienced Personal Tax Manager to work directly with the existing Senior Managers, Directors and Partners in a role comprising both compliance and advisory aspects. Our Personal Tax team looks after a growing portfolio of individuals, trusts, partnerships, including LLPs across a range of sectors, particularly landed estates, rural businesses and professional services practices. Our clients include complex family groupings which often involve corporate entities and some knowledge of corporate tax matters would be advantageous in providing a holistic advisory approach.
As a training office, there is also an expectation that the candidate would support the development of more junior staff in on the job training. There are opportunities to get involved in firm wide advisory, committees and presentations if the individual wishes to do so.
Key duties include:
- Ensuring technical competence and accuracy of the team’s work through review
- Budgeting
- Adherence to statutory and other deadlines
- Meeting billing targets
- Monitoring time and recovery for allocated clients
- Reporting back to partners
- Liaising with clients in relation to day‑to‑day tax affairs and planning issues.
The Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high‑net‑worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.
Our Edinburgh office is home to 6 partners and over 70 staff. Our modern, purpose‑built office space in Haymarket Square is within walking distance of the city centre with easy access to bus, tram and national rail services.
Key characteristics and skills required:
- A positive and enthusiastic attitude
- A high level of motivation, ability and commitment
- Previous relevant experience of management as will be managing your own portfolio whilst also being responsible for reviewing the work of more junior tax staff
- Experienced in the delivery and management of personal tax compliance services
- Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
- Experience in the provision of tailored advice, including inheritance and capital gains tax planning, international tax aspects, and trust planning
- Will be from a professional services background
- Excellent interpersonal skills with confidence in dealing with partners and clients
- Comfortable working on own initiative as well as being a good team player
- High attention to detail and the ability to work in a timely manner
- Excellent IT skills
Ideally you will have:
- A minimum of 1–2 years relevant experience operating at Manager level and CTA qualified
- Dealt with a range of tax issues appropriate to our client base of private clients and professional services businesses
- Commitment to a career in tax and will have relevant strong experience in either tax focused or a general practice role in a medium to large sized firm
- Experience of organising the delivery of tax work, problem solving and the ability to use your own initiative
- Previous experience of using computerised tax packages is useful
- The ability to provide accurate work in a timely and cost‑effective manner
Rewards/Benefits
- A 35‑hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
- Excellent benefits including contributory pension scheme, 25 days annual leave, life assurance cover and great flexible benefits and family friendly policies
- Eligibility for the firm’s Profit‑Sharing Plan. Paid in December.
- Eligibility for the discretionary bonus scheme
Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority for us. Our ED&I strategy, Everyone Belongs, builds a positive work culture and strengthens equitable inclusion.
Personal Tax Manager in Edinburgh employer: Saffery Champness
Our Edinburgh office offers a dynamic and supportive environment for Personal Tax Managers, with a strong emphasis on employee growth and development. Enjoy a flexible hybrid working policy, excellent benefits including a contributory pension scheme and generous annual leave, all while being part of a diverse team dedicated to delivering exceptional advisory services to high-net-worth clients. Join us in a modern workspace that fosters collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at the firm you're eyeing. You never know who might give you a heads-up about an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in personal tax management and how it relates to the role you're applying for.
✨Tip Number 4
Don't forget to follow up after your interview! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Personal Tax Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your previous management experience and any relevant tax compliance services you've delivered.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and how your background aligns with our team's needs. Don’t forget to mention your experience with high-net-worth clients and any advisory work you've done.
Showcase Your Team Spirit:We love team players! In your application, emphasise your ability to support and develop junior staff. Share examples of how you've contributed to a positive team environment in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Edinburgh office!
How to prepare for a job interview at Saffery Champness
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory services. Familiarise yourself with inheritance and capital gains tax planning, as well as international tax aspects. Being able to discuss these topics confidently will show that you're ready to manage your own portfolio.
✨Show Off Your Management Skills
Since you'll be managing junior staff, be prepared to share examples of your previous management experience. Talk about how you've supported team members in the past and how you plan to contribute to their development in this role.
✨Demonstrate Your Client Liaison Skills
You’ll need excellent interpersonal skills, so think of instances where you've successfully liaised with clients. Be ready to discuss how you handle day-to-day tax affairs and planning issues, showcasing your ability to build strong client relationships.
✨Be Organised and Timely
With deadlines being a big part of the job, highlight your organisational skills. Share strategies you use to prioritise tasks and ensure timely delivery of work. This will reassure them that you can meet billing targets and adhere to statutory deadlines.
