Personal Tax Assistant Manager

Lochead Sandford Recruitment; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

An expanding Top 20 Accountancy firm seeks a Personal Tax Assistant Manager to join their Edinburgh team. This role offers a unique opportunity to thrive in a dynamic environment, where you'll manage client portfolios and deliver insights that drive results. With a people-focused approach and access to award-winning development programs, you'll be part of a driven team dedicated to continuous learning and growth. Enjoy the flexibility of agile working, generous holiday allowances, and a supportive management structure that recognizes your contributions and fosters your professional development. If you are ready to make a meaningful impact, this is the perfect opportunity for you.

Benefits

Agile Working

33 Days Holiday

Employee Recognition Awards

Employee Assistance Programme

Succession Planning Programme

Qualifications

• Qualified in ICAS, ACA, or CTA with tax experience in practice.
• Practical and technical tax knowledge is essential.

Responsibilities

• Manage a portfolio of clients and maximize fee income.
• Plan, control, and review work of team members.
• Respond to tax queries from senior management.

Skills

Personal Tax Management

Client Relationship Building

Tax Computation

Consultancy Work

Tax Knowledge (ICAS, ACA, CTA)

Education

ICAS Qualification

ACA Qualification

CTA Qualification

Job description

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Full Job Description

Our client, a highly regarded and expanding Top 20 Accountancy firm with several UK offices and proud member of an renowned International network, seeks to recruit a suitably qualified and experienced Personal Tax Assistant Manager to join their Edinburgh team.

Our client feels their people-focused approach truly sets them apart, as you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth, investing in their people because they are the foundation of their success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. Our client has also been awarded gold for Investors in People. This recognition reflects their deep commitment to nurturing talent and ensuring every individual feels valued and supported.

Our client seeks a talented Tax Assistant Manager who thrives in a dynamic environment and embraces the chance to tackle complex challenges. Your work in Personal Tax will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.

Just some of the rewards and reasons to join!

You’re more than a number; you’re an individual with unique talents and aspirations. Our Client's benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.

• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
• 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
• Competitive salary package
• Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
• New and improved programme for succession planning and supportive management structure to help you realise your potential.
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
• Varied and interesting Tax work with a wide range of clients
• Real scope to further develop and progress

Responsibilities include:

• Manage portfolio of clients, meeting their requirements and maximising fee income.
• Manage the production of client’s personal tax computations.
• Plan, control, and review work carried out by team members to ensure work is completed within time frames and budget.
• Respond to tax queries from Partners/Directors/Managers.
• Carry out consultancy work when required.
• Attend client meetings where appropriate.
• Design and implement standard letters/systems to improve the efficiency of the Tax Department.
• Spot opportunities for relevant advisory work with existing clients.

What our client seeks:

• ICAS, ACA or CTA qualified – with tax experience in practice.
• Varied, practical, and technical tax knowledge.