At a Glance
- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Edinburgh with a focus on work/life balance.
- Benefits: Fantastic remuneration, hybrid working, private healthcare, and generous pension.
- Other info: Flexible working hours and part-time options available.
- Why this job: Join a dynamic team and progress your career to Director level while working with impressive clients.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in UK private client tax.
The predicted salary is between 50000 - 65000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Edinburgh who, due to organic growth, are seeking a Private Client Tax Manager to join their team.
Perfect for a CTA Qualified Personal Tax Assistant Manager seeking the next step up in their career, or Manager looking for an excellent work/life balance. Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of advisory, tax planning, compliance, and ad hoc project work.
Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).
The Role:- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of tax compliance
- Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Leading client meetings
- Building and maintaining strong client relationships
- Progression plan
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- 35 Hour Working week
- Flexible Working (core hours 10am 4pm)
- Private medical care
- Generous Pension
- Cycle to work scheme
- Social events
- Part time considered
- CTA Qualified
- ATT/ CTA PQ also considered
- Ideally experience of working with HNWIs, Trusts and Estates
- Significant UK private client/ personal tax expertise
- Excellent communication skills
- UK Resident
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
Private Client Tax Manager in Dunfermline employer: Taylor Rose Recruitment Ltd
Join a leading firm of Chartered Accountants in Edinburgh, where you will enjoy an excellent work/life balance and a supportive culture that prioritises employee growth. With a fantastic remuneration package, including bonuses, private healthcare, and flexible working options, this role offers the perfect opportunity for a CTA Qualified professional to advance their career while managing a diverse portfolio of high-net-worth clients. Embrace the chance to mentor junior staff and engage in meaningful tax advisory work within a dynamic team environment.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Dunfermline
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and recent projects, especially in private client tax. This will help us tailor your responses and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with HNWIs, Trusts, and Estates makes you the perfect fit for the Private Client Tax Manager role. Keep it concise but impactful – we want to leave a lasting impression!
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position. And remember, apply through our website for the best chance at landing that dream job!
We think you need these skills to ace Private Client Tax Manager in Dunfermline
Some tips for your application 🫡
Keep It Relevant:Make sure your CV and cover letter highlight your experience with HNWIs, Trusts, and Estates. Tailor your application to show how your skills match the role of Private Client Tax Manager.
Show Off Your Qualifications:Since they’re looking for CTA Qualified candidates, don’t forget to prominently display your qualifications. If you’re ATT/CTA PQ, mention that too – it could make a difference!
Be Personable:This role involves building strong client relationships, so let your personality shine through in your application. A friendly tone can help us see how you’d fit into our team.
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 don’t miss out on any important updates!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains, Trusts & Estates, and Inheritance tax. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This is crucial for a Private Client Tax Manager, so be ready to share specific instances where you’ve successfully managed client expectations or resolved issues.
✨Demonstrate Leadership Potential
Since the role involves mentoring junior staff, think about times when you've taken the lead or supported others in their development. Highlighting your leadership skills will set you apart as someone who can grow into the Director role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and compliance, especially regarding HNWIs. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your career goals.
