Private Client Tax Advisory Manager / Senior Manager

ProTalent Limited; Easter Howgate; Hybrid; GBP 80,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Flexible hours

Private medical cover

Pension and life cover

Volunteering day and wellbeing support

Job summary

ProTalent Limited in Edinburgh is seeking a senior Private Client Advisor to lead complex IHT, trusts and succession planning work within a large professional services firm.

You will sit on the management group, oversee a small team, manage multiple projects, and develop business with lawyers and advisers. Hybrid working offers flexible hours and dedicated support.

The role rewards technical excellence and a proactive approach to winning new work and mentoring colleagues.

Qualifications

• Strong advisory experience in IHT, trusts and succession planning.
• Experience managing a team and several projects at once.
• Able to lead complex private client advice and collaborate with lawyers and other advisers.

Responsibilities

• Lead and project-manage complex private client advice.
• Build reputation as a technical specialist within the firm.
• Review and sign off complex SA returns.
• Collaborate with lawyers and advisers on larger planning projects.
• Help set the team's direction and develop the people in it.
• Spot and win new work with BD support.

Skills

Advisory experience in IHT

Trusts and succession planning

Team and project management

Education

CA, ATT, CTA, STEP or similar

Job description

Location: Edinburgh (hybrid) | Salary: Market rate + benefits | Contract: Permanent, full time

A private client advisory role for someone who wants to be the go-to technical person, not just another reviewer.

My client is a large professional services firm with private client advisory teams across the UK and Ireland. The work centres on IHT, trusts, estates, succession planning and shareholder transactions, and you'd sit on the team's management group.

What you'll be doing

• Leading and project managing complex private client advice
• Building your name as a technical specialist, inside the firm and out
• Reviewing and signing off complex SA returns
• Working alongside lawyers and other advisers on bigger planning projects
• Helping set the team's direction and developing the people in it
• Spotting and winning new work, with BD support

What you'll need

• CA, ATT, CTA, STEP or similar
• Strong advisory experience in IHT, trusts and succession planning
• Experience managing a team and several projects at once

What's in it for you

• Hybrid working and genuinely flexible hours
• Holiday you can buy or carry over, plus bank holidays
• Private medical cover, with the option to add your family
• Enhanced family leave, a competitive pension and life assurance
• A paid volunteering day and 24/7 wellbeing support