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 to Director while working with high-profile clients.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in personal tax and excellent communication skills.
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 Edinburgh 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 the flexibility to work from home three days a week, this role offers a unique opportunity to manage a diverse portfolio while mentoring junior staff and progressing towards a Director position.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and recent projects, especially in private client tax. This will help you tailor your answers and show you're genuinely interested.
✨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. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might not be advertised elsewhere. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, Trusts, and Estates to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for tax planning and how you can contribute to our impressive client portfolio.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure to demonstrate your ability to convey complex tax concepts clearly in your application. We want to see how you can build and maintain strong client relationships!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
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. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Management Skills
Since the role involves building and maintaining strong client relationships, prepare examples of how you've managed client portfolios in the past. Highlight any successful outcomes from your advisory work, especially with HNWIs, to demonstrate your capability.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific tax planning opportunities or compliance issues. Practise articulating your thought process clearly, as this will show your analytical skills and ability to think on your feet.
✨Emphasise Your Team Leadership
As a Private Client Tax Manager, you'll be mentoring junior staff. Be ready to discuss your leadership style and provide examples of how you've supported team members in their development. This will highlight your suitability for the managerial aspect of the role.
