Personal Tax Manager (Compliance)

NRG Resourcing Ltd; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading professional services firm is seeking a Personal Tax Manager to manage client portfolios and oversee tax compliance. This role offers flexibility with remote work options and opportunities for career advancement in a supportive environment.

Qualifications

• Strong experience in personal tax compliance, ideally within a professional services environment.
• Experience mentoring or supporting junior team members.

Responsibilities

• Managing a portfolio of private clients and leading personal tax compliance work.
• Overseeing preparation and review of personal tax returns.
• Coaching and supporting junior team members.

Skills

Client Relationship Management

Collaboration

Attention to Detail

Education

ATT

CTA

CA

Job description

Personal Tax Manager

Permanent | Full or Part-Time | Edinburgh, Glasgow or Remote

About the Opportunity

We're working with a well-respected and forward-thinking professional services firm to help them appoint an experiencedPersonal Tax Manager. With one of the largest tax teams outside of the Big Four in Scotland, they offer a dynamic, people-first environment and a strong focus on delivering high-quality service across a broad and diverse client base.

This is a fantastic opportunity for a motivated tax professional who thrives in a collaborative environment and is looking to take the next step in their career with a flexible, growing firm.

The Role

You’ll be responsible for managing a portfolio of private clients, leading the delivery of personal tax compliance work, and playing a key role in supporting the wider team. Duties will include:

• Overseeing the preparation and review of personal tax returns for a varied client base.

• Acting as a main point of contact for client queries and providing ad hoc compliance-related advice.

• Identifying opportunities to add further value through additional services or insights.

• Coaching and supporting junior team members.

• Contributing to process improvement and helping drive operational efficiencies.

• Playing an active role in maintaining a strong and supportive team culture.

What We’re Looking For

• Strong experience in personal tax compliance, ideally within a professional services environment.

• Confidence managing client relationships and delivering clear, insightful advice.

• Experience mentoring or supporting junior team members.

• A collaborative, proactive approach and good attention to detail.

• A professional qualification (ATT, CTA, or CA) is desirable, but strong experience will also be considered.

• Excellent organisational and communication skills.

Location & Flexibility

The firm offers a fully flexible, hybrid working model. You can be based remotely (Scotland-based), or work from their offices inEdinburgh or Glasgow, with occasional in-person team meetups and client meetings as needed.

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.