Personal Tax Senior Manager

Meraki Talent Ltd; City of Edinburgh; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A top-tier accountancy firm in Edinburgh is seeking a Personal Tax Senior Manager to lead a portfolio of clients. The role offers a unique opportunity for a tax specialist to step into a senior leadership position while managing compliance and advisory work. Ideal candidates will be CTA or ACA/ACCA qualified, with strong personal tax experience in a UK firm. The firm values mentorship, growth, and work-life balance, offering a supportive culture with flexible working arrangements.

Benefits

Competitive salary and bonus

25 days holiday + bank holidays

Flexible working hours

Enhanced benefits including wellbeing support

Monthly social events

Qualifications

• Qualified in personal tax and relevant accounting qualifications.
• Background in UK accountancy firm required.
• Experience in managing client relationships and leading teams.

Responsibilities

• Manage a portfolio of personal tax clients, including compliance and advisory work.
• Review tax returns to ensure compliance with legislation.
• Support client queries and correspondence with HMRC.
• Advise on residency, property, and trusts.
• Involve in business development and client relationship growth.
• Mentor junior staff and review their work.

Skills

Personal tax compliance

Advisory skills

Client relationship management

Team leadership

Strong communication

Education

CTA and/or ACA/ACCA qualified

QBE candidates considered

Job description

Meraki Talent are partnered with a top-tier accountancy firm to appoint a Personal Tax Senior Manager into their expanding Edinburgh office.

This role is a fantastic opportunity for a personal tax specialist ready to step into a senior leadership position with a dynamic and forward-thinking firm that combines the agility of a regional office with the resources of a national network.

The Opportunity

You will lead a varied portfolio of clients including HNWIs, business owners, partnerships, and landed estates. As part of a growing tax team, you will take ownership of client relationships, oversee compliance and advisory work, and play a visible leadership role within the office.

Why This Role?

• Leadership with Impact: Join an experienced and supportive director‑led team with strong local autonomy and an open, collaborative culture.
• Strategic Growth: The firm is actively investing in its tax offering, with succession planning and senior hires a key priority.
• Real Advisory Exposure: great opportunity to be involved in complex advisory matters.
• Team Development: You will play an active role in mentoring and developing junior staff as part of a department that values growth at every level.
• Hybrid & Flexible: Work‑life balance is supported with hybrid working and flexible start and finish times to fit around your personal arrangements.

Benefits & Culture

• Competitive salary and bonus structure
• 25 days holiday + bank holidays (with ability to buy / sell additional days)
• Hybrid working: 60% office, 40% home
• Core hours: 10am–2pm
• Enhanced benefits including EAP, wellbeing support, and private virtual GP
• Monthly social events, volunteering days & employee recognition schemes
• Friendly, people‑first culture with long‑term career support

What You'll Be Doing

• Managing a portfolio of personal tax clients, including compliance and advisory work
• Reviewing tax returns and ensuring all filings meet current legislation
• Supporting client queries and HMRC correspondence
• Advising on matters such as residency, property, inheritance planning, and trusts (depending on experience)
• Involvement in business development and growing existing client relationships
• Mentoring and reviewing work of junior staff
• Contributing to internal initiatives and continuous improvement

What We're Looking For

• CTA and / or ACA / ACCA qualified (or equivalent); QBE candidates may also be considered
• Strong personal tax compliance and advisory background within a UK accountancy firm
• Experience managing client relationships and leading a team
• Strong technical knowledge and commercial awareness
• Clear communicator with excellent written and verbal skills
• Motivated, personable, and comfortable engaging with stakeholders at all levels

This is a rare opportunity to step into a senior role within a well‑established team that's continuing to grow. If you're a tax professional ready to shape the next stage of your career, we'd love to hear from you.

Apply now or contact Marija at Meraki Talent for a confidential discussion.