Private Client Tax Manager

Adaptive Careers; Aberdeen City; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Fast-track promotion

Private client advisory work

Professional development opportunities

Job summary

Adaptive Careers in Aberdeen is seeking a Private Client Tax Assistant Manager to lead a varied portfolio and deliver high-quality tax compliance and advisory services.

Ideal candidates will have Personal Tax or Private Client Tax experience within an accountancy practice, with ATT/CTA/ACA/ACCA qualifications or qualified-by-experience. The role offers fast-track promotion, strong client relationships, and development opportunities.

Qualifications

• Experience in Personal Tax or Private Client Tax within an accountancy practice.
• Experience preparing or reviewing personal tax returns.
• Strong client relationship skills with advisory focus.

Responsibilities

• Managing a portfolio of private clients, including complex tax affairs.
• Reviewing personal tax returns and overseeing compliance.
• Identifying opportunities for proactive tax planning and advisory services.
• Working with senior management on advisory assignments.
• Mentoring junior colleagues and supporting professional development.
• Building relationships and providing commercially focused advice.

Skills

Experience in Personal Tax or Private

Education

ATT/CTA/ACA/ACCA or qualified-by-experience

Job description

Looking to take the next step in your Private Client Tax career? We're working with a leading, well-established accountancy practice in Aberdeen that's looking to appoint an ambitious Private Client Tax Assistant Manager to join its growing team.

This is an excellent opportunity for an experienced Personal Tax Assistant Manager who wants to move beyond routine compliance, develop their advisory expertise and benefit from a genuine fast-track promotion pathway.

With a growing and varied client portfolio, you'll gain exposure to more complex tax planning assignments, work closely with senior tax professionals and have the opportunity to shape your own career development.

The Opportunity

You’ll take responsibility for managing a portfolio of private clients, delivering high-quality tax compliance and advisory services while supporting the development of junior colleagues.

• Managing a varied portfolio of private clients, including individuals with complex tax affairs.
• Reviewing personal tax returns and overseeing the compliance process.
• Identifying opportunities to provide proactive tax planning and advisory services.
• Gaining exposure to more complex matters, including Capital Gains Tax, Inheritance Tax and wider personal tax planning.
• Building strong relationships with clients and providing commercially focused advice.
• Reviewing work, mentoring junior colleagues and supporting their professional development.
• Working closely with senior management on an expanding portfolio of advisory assignments.

What We’re Looking For

We’re keen to speak with candidates who have:

• Experience in Personal Tax or Private Client Tax within an accountancy practice.
• Ideally an ATT, CTA, ACA or ACCA qualification, although qualified-by-experience candidates will also be considered.
• Experience preparing or reviewing personal tax returns.
• Strong client relationship skills and an interest in developing advisory expertise.
• The ambition to progress into a more senior role.

You don’t need to be an established Assistant Manager. An ambitious Tax Senior who is ready for greater responsibility and progression would be equally welcome.

What’s on Offer?

• Competitive salary up to £65,000, depending on experience.
• Fast-track promotion opportunities with a clear pathway into more senior positions.
• A growing and varied portfolio of interesting private client advisory work.
• The opportunity to develop specialist tax planning expertise.
• Exposure to experienced senior tax professionals.
• A supportive, collaborative team with a strong focus on professional development.
• Long-term career opportunities within an established and growing practice.

Interested?

If you're currently working in Personal Tax or Private Client Tax and feel ready for a role offering more responsibility, greater advisory exposure and faster career progression, we'd be keen to hear from you.