Private Client Senior Manager

iMultiply Resourcing Ltd; Ingliston; Hybrid; GBP 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary & bonus

Diversity commitment

Job summary

iMultiply Resourcing Ltd in Edinburgh seeks a Private Client Tax Senior Manager to lead a high-value private client portfolio and mentor a talented tax team. You will partner with business owners, high-net-worth individuals, and entrepreneurial families to deliver bespoke tax solutions across income tax, capital gains, trusts, and international matters.

This senior role offers leadership influence, flexible hybrid working, access to a diverse client base, and clear career progression within a

Qualifications

• CTA and/or ACA qualified with significant private client tax PQE.
• Proven track record handling complex tax matters for HNWI, business owners and family trusts.
• Strong technical knowledge, commercial awareness and relationship skills.
• Experience leading a tax team and mentoring juniors.

Responsibilities

• Oversee complex private client tax matters, including UK and international planning, trusts and estate planning.
• Act as a key contact for high-value clients and develop long-term relationships.
• Lead a high-performing tax team, mentor staff and support career development.
• Collaborate with partners to shape private client strategy and drive growth through client development.
• Identify tax planning opportunities and handle residence, domicile, succession, and wealth structuring.
• Ensure compliance and keep up-to-date with UK tax legislation and HMRC practices.

Skills

CTA/ACA

Team leadership

Client relationships

Tax planning

Education

CTA/ACA qualification

Job description

Private Client Tax Senior Manager

Edinburgh

A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and ambitious practice.

Working closely with business owners, high-net-worth individuals, and entrepreneurial families, the successful candidate will deliver bespoke tax advice across income tax, capital gains, inheritance tax, trusts, and international issues.

Key Responsibilities

• Oversee a varied portfolio of complex private client tax matters, including UK and international tax planning, trusts, and estate planning.
• Act as a key point of contact for high-value clients, developing long-term relationships based on technical expertise and proactive service.
• Lead a high-performing team of tax professionals, providing mentorship, technical guidance, and career development support.
• Collaborate with partners and senior leadership to shape the firm's private client strategy and support growth through client development and networking.
• Identify tax planning opportunities and work on specialist assignments such as residence and domicile issues, succession planning, and family wealth structuring.
• Ensure compliance standards are met and that the team maintains up-to-date knowledge of UK tax legislation and HMRC practices.

Candidate Profile

The ideal candidate will:

• Be CTA and/or ACA qualified with significant post-qualification experience in private client tax.
• Have a proven track record of managing complex tax matters for HNWIs, business owners, and family trusts.
• Demonstrate excellent technical knowledge, commercial awareness, and a relationship-led approach.
• Be confident leading a team and supporting junior colleagues with their development.
• Possess strong communication skills and the ability to explain complex tax issues clearly to clients.
• Be ambitious, collaborative, and motivated to help drive the continued success of the private client offering in Edinburgh.

What the Firm Offers

• A senior leadership position with real influence and autonomy.
• A supportive, inclusive culture that recognises individual contribution.
• Hybrid and flexible working arrangements.
• Access to a high-quality and diverse client base.
• A competitive salary and benefits package, including bonus potential.
• Clear career progression and the opportunity to become a key figure in the firm's strategic growth plans.

This role is ideal for a seasoned private client tax professional who thrives in a collaborative environment and is ready to step into a visible, client-facing leadership role in one of Scotland's most vibrant financial centres.

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 individuals' protected characteristics.