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: Hybrid working, generous pension, private healthcare, and a progression plan to Director.
- Other info: Flexible working hours and part-time options available.
- Why this job: Join a dynamic team and work with high-net-worth individuals on impactful projects.
- Qualifications: CTA Qualified with experience in UK private client/personal 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 Midlothian employer: Taylor Rose Recruitment Ltd
Join a leading firm of Chartered Accountants in St Albans, where you will thrive in a supportive work culture that prioritises professional growth and development. As a Private Client Tax Senior Manager, you will benefit from a clear path to directorship, alongside competitive remuneration and a collaborative environment that values your expertise in personal tax. This is an exceptional opportunity to make a meaningful impact while advancing your career in a vibrant location.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Midlothian
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or classmates. You never know who might have a lead on that perfect Private Client Tax Manager role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs, Trusts, and Estates. Share specific examples of how you've identified tax planning opportunities or successfully managed client portfolios. This will show them you're the real deal!
✨Ace the Interview
Prepare for interviews by researching the firm and understanding their client base. Be ready to discuss how you can contribute to their growth and success. Practice common interview questions and think about how your skills align with their needs—especially in advisory and compliance areas.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also shows your commitment to finding the right fit. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Private Client Tax Manager in Midlothian
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, Trusts, and Estates. We want to see how your skills match what we're looking for!
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 experience in tax planning and compliance, and how you can contribute to our impressive client portfolio.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure to demonstrate your ability to build and maintain strong client relationships in your application. We love seeing examples of how you've successfully led client meetings or mentored junior staff.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we’re excited to see your application come through!
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'd 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 Mentoring Experience
If you've mentored junior staff before, be sure to mention it! Discuss how you’ve supported their development and contributed to a positive team environment. This is key, as they’re looking for someone who can lead and inspire others.
