Private Client Assistant Manager / Manager- Edinburgh

PRO TAX; City of Edinburgh; Hybride; GBP 40 000 - 65 000; Plein temps

Avantages offerts par ce poste

Private medical insurance

Life assurance

Pension contributions

Additional holidays

Résumé du poste

PRO TAX UK, Edinburgh, is seeking an experienced Private Client Tax Assistant Manager or Manager to lead a portfolio of private clients. You will deliver complex tax advisory projects, manage WIP, and strengthen client relationships in a Top 10 firm environment.

The role focuses on tax compliance, planning (CGT/IHT), and developing junior talent while working in a flexible hybrid setup with wider benefits.

Qualifications

• Experienced Private Client Tax professional with management exposure.
• Ability to deliver complex advisory projects and tax compliance.
• Proven track record in building client relationships and mentoring juniors.

Responsabilités

• Manage a portfolio of private clients, overseeing complex tax compliance and advisory matters.
• Deliver high-quality client work within deadlines and budgets, monitor WIP and fee notes.
• Identify cross-service opportunities and collaborate with Accounts and Corporate Tax.
• Review junior colleagues' work and support their professional development.

Connaissances

Private client tax

Portfolio management

Client relationships

Mentoring juniors

Commercial awareness

Formation

Qualified tax professional

Description du poste

Private Client Tax Assistant Manager / Manager Top 10 Firm Edinburgh £40,000 - £65,000 + Hybrid Working & Wider Benefits

We are seeking an experienced Private Client Tax Assistant Manager or Manager to join the Private Client Tax Team of a leading Top 10 UK accountancy firm in Edinburgh.

This is an excellent opportunity for a qualified tax professional to manage a diverse portfolio of private clients, deliver complex tax advisory projects, and build strong client relationships.

The successful candidate will combine strong technical expertise with commercial awareness and a passion for developing junior talent.

About the Role

• Manage a portfolio of private clients, overseeing complex tax compliance and advisory matters, including capital gains tax (CGT) and inheritance tax (IHT) planning.
• Deliver high-quality client work within agreed deadlines and budgets, monitor work in progress (WIP), and prepare fee notes.
• Build and maintain strong client relationships, identify opportunities for additional services, and collaborate with other teams, including Accounts and Corporate Tax.
• Review the work of junior colleagues, provide constructive feedback, and support their technical and professional development.

About the Firm

• Join a leading Top 10 UK accountancy firm with a long-standing reputation for supporting businesses and individuals with complex financial and tax needs.
• The firm provides a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring.
• Benefit from a collaborative and inclusive working environment that encourages professional development and supports colleagues in achieving their career aspirations.
• The firm is committed to diversity, equity, and inclusion, creating a supportive workplace where individuals are respected and encouraged to reach their full potential.

Why Should You Be Interested?

• Competitive benefits package, including private medical insurance, life assurance, pension contributions, and generous annual leave, with the option to purchase additional holidays.
• Flexible hybrid working arrangements that support a healthy work-life balance.
• Opportunities for continued learning, career development, and fully funded training towards professional qualifications.
• The opportunity to manage complex private client tax matters, strengthen client relationships, collaborate across specialist teams, and contribute to the development of junior colleagues.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.