Private Client Tax Manager

Insite US; City of Edinburgh; On-site; GBP 70,000 - 110,000; Full time

Job summary

Insite US in Edinburgh seeks an experienced Private Client Tax Manager to join its team. You will manage a varied portfolio of high-net-worth individuals, families, trusts and estates, providing both tax compliance and advisory services.

You will advise across Income Tax, CGT, IHT and wider private client matters, take ownership of your portfolio, and support junior team members while working closely with Senior Managers, Directors and Partners on more complex tax planning projects.

Qualifications

• Strong Private Client / Personal Tax background within practice.
• Solid UK tax technical knowledge.
• Experience with trusts, estates and HNW clients.
• CTA, ACA or ACCA qualified preferred.
• Confident managing clients and working independently.

Responsibilities

• Manage a varied portfolio of high-net-worth individuals, families, trusts and estates
• Provide both tax compliance and advisory services
• Advise across Income Tax, CGT, IHT and wider private client matters
• Manage client relationships and take ownership of your portfolio
• Support and review the work of junior team members
• Work closely with Senior Managers, Directors and Partners
• Get involved in more complex tax planning and advisory projects

Skills

Private Client Tax

UK Tax Knowledge

Trusts & Estates

Client Management

Independent Worker

Education

CTA/ACA/ACCA preferred

Job description

A leading accountancy firm is looking for an experienced Private Client Tax Manager to join its Edinburgh team.

The role:

• Manage a varied portfolio of high-net-worth individuals, families, trusts and estates
• Provide both tax compliance and advisory services
• Advise across Income Tax, CGT, IHT and wider private client matters
• Manage client relationships and take ownership of your portfolio
• Support and review the work of junior team members
• Work closely with Senior Managers, Directors and Partners
• Get involved in more complex tax planning and advisory projects

About you:

• Strong Private Client / Personal Tax background within practice
• Solid UK tax technical knowledge
• Experience with trusts, estates and HNW clients
• CTA, ACA or ACCA qualified preferred
• Confident managing clients and working independently