Personal Tax Manager

iMultiply Resourcing Ltd; Ingliston; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Job summary

iMultiply is seeking an experienced Personal Tax Manager to join their Edinburgh team. This leadership role balances compliance and advisory work for high-net-worth clients, overseeing client relationships and reviewing team output.

You will manage a diverse client portfolio, including trusts and estates, and mentor junior staff while delivering tailored tax planning solutions within deadlines.

Qualifications

• 1–2 years of managerial level experience in professional services
• CTA qualification or equivalent required
• Proven experience managing personal tax compliance and advisory work
• Ability to review work for technical accuracy and compliance
• Strong organisational skills with a focus on deadlines
• Excellent interpersonal skills to liaise with clients and partners

Responsibilities

• Lead the delivery of personal tax compliance and advisory services for a varied client base
• Review and ensure the technical accuracy of clients' tax work
• Manage a portfolio of clients including trusts, estates, partnerships and corporate interests
• Support the training and mentoring of junior team members
• Liaise with clients and internal stakeholders to deliver tailored tax planning solutions
• Ensure timely delivery of work within budgets and statutory deadlines

Skills

Client management

Team leadership

Time management

Communication

Education

CTA qualification or equivalent

Tools

Tax software

Excel

Job description

Are you an experienced tax professional passionate about helping high-net-worth clients?

The Practice

The organisation is a well-established accountancy and advisory firm, serving individuals and businesses across diverse sectors in the UK. With a history dating back over 150 years, it operates through multiple UK offices and is known for its collaborative culture and commitment to client service. The firm values excellence, integrity, and the development of its people. The Practice serves private clients, trusts, partnerships, and LLPs across various sectors. They operate a modern, flexible working environment with a focus on professional growth

The Role

The organisation is looking for an experienced Personal Tax Manager to join their Edinburgh team. This is a key leadership position that balances compliance and advisory duties for a growing portfolio of high-net-worth clients. The role involves managing client relationships, reviewing team work, and supporting junior staff development. There are opportunities to participate in firm-wide advisory projects and industry presentations.

• Lead the delivery of personal tax compliance and advisory services for a varied client base
• Review and ensure the technical accuracy of clients' tax work
• Manage a portfolio of clients, including trusts, estates, partnerships, and corporate interests
• Support the training and mentoring of junior team members
• Liaise with clients and internal stakeholders to deliver tailored tax planning solutions
• Ensure timely delivery of work within budgets and statutory deadlines

The Person

You will bring a solid background in personal tax, with a proactive attitude and a motivation to deliver excellent service. Your experience managing client portfolios and leading teams will support your success. Your understanding of UK tax regulations and advisory work will enable you to provide comprehensive solutions to complex client needs.

Mandatory:

• 1-2 years relevant experience at managerial level in a professional services environment
• CTA qualification or equivalent
• Proven experience managing personal tax compliance and advisory work
• Ability to review work for technical accuracy and compliance
• Strong organisational skills with attention to deadlines
• Excellent interpersonal skills to liaise confidently with clients and partners

Preferred:

• Experience handling inheritance tax, capital gains tax, international tax, and trust planning
• Working knowledge of computerised tax software and Excel
• Experience working with high-net-worth clients and complex structures
• Ability to work independently and as part of a team in a fast-paced environment

On Offer

The organisation provides a supportive environment with flexible working options. You can enjoy a balanced work-life approach while progressing your career in personal tax. Benefits include access to a comprehensive package designed to support your personal and professional well-being.

• 35-hour working week with hybrid working arrangements
• Generous pension scheme and 25 days' annual leave
• Life Assurance and flexible benefits including family-friendly policies
• Opportunities for professional development and involvement in advisory committees

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic'. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.