Private Client Assistant Manager / Manager- Edinburgh

Pro‑Recruitment Group; City of Edinburgh; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contributions

Generous annual leave

Hybrid working

Job summary

Pro‑Recruitment Group is 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. You will manage a diverse portfolio of private clients, deliver complex tax advisory projects, and build strong client relationships.

The role offers hybrid working and a comprehensive benefits package, including private medical insurance, life assurance, pension contributions, generous annual leave, and career

Responsibilities

• Manage a portfolio of private clients, overseeing complex tax compliance and advisory matters
• 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
• Review the work of junior colleagues, provide constructive feedback, and support their technical and professional development

Job description

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.

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.