Private Client Tax Manager

iMultiply; Glasgow; Hybrid; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid working model

Discretionary bonus

Professional development

Job summary

iMultiply is seeking a Private Client Tax Manager to lead complex projects and support growth in the Edinburgh/Glasgow region. You will manage end-to-end tax compliance and deliver strategic tax advice, building long-term client relationships and mentoring junior staff.

The role is hybrid with 2-3 days in the office, and you’ll collaborate with solicitors, wealth managers, and IFA partners to deliver multidisciplinary solutions using Excel and AI tools.

Qualifications

• 5+ years’ experience in private client tax advisory and compliance.
• Experience managing a portfolio of wealthy clients.
• Strong knowledge of UK tax legislation, including IHT, trusts, and landed estates.

Responsibilities

• Manage own portfolio of high-net-worth clients and trusts.
• Oversee compliance work for multiple entities and meet deadlines.
• Lead advisory projects, including IHT planning and estate strategy.
• Collaborate with third-party professionals to deliver comprehensive advice.
• Support training and development of junior staff.
• Use technology (including Excel and ERP systems) to enhance service delivery.

Skills

Relationship management

Project leadership

Tax planning

Client advisory

Education

ATT/CTA/ACA or equivalent

Tools

Excel

ERP systems

AI tools

Job description

Are you an experienced private client tax professional looking for a new challenge?

THE ORGANISATION

The organisation is a UK-based advisory firm servicing high-net-worth individuals and large families. They offer tailored tax advice, estate planning, and compliance services. Operating across the UK, they work with multi-generational clients and are committed to growth and innovation.

• Provide specialist advice for wealthy clients and their estates
• Manage a broad portfolio of private clients, trusts, and land-based businesses
• Deliver both compliance and advisory services in a fast-paced environment
• Collaborate closely with external advisors like solicitors, IFA’s, and wealth managers
• Use current technology to improve service delivery and streamline processes

THE ROLE

Seeking a Private Client Tax Manager to lead complex projects and support growth. You'll manage end-to-end tax compliance and deliver strategic advice. The role involves building relationships with clients and developing junior team members. The role is hybrid, based in the Edinburgh or Glasgow area, with flexible office arrangements.

• Manage your own portfolio of high-net-worth clients and trusts
• Oversee compliance work for a variety of entities, ensuring deadlines are met
• Lead advisory projects, including IHT planning and estate strategy
• Collaborate with third-party professionals to deliver comprehensive advice
• Support internal and external training initiatives and develop junior staff
• Use technology, including AI tools and Excel, to enhance client service and efficiency

THE IDEAL CANDIDATE

Are you ready to take the next step in your career? Do you enjoy building long-term client relationships and leading projects? If so, this role might be for you.

Mandatory

• Have at least 5 years’ experience in private client tax advisory and compliance
• Hold a relevant qualification (ATT, CTA, ACA, or equivalent)
• Demonstrate experience managing a portfolio of wealthy clients
• Be familiar with UK tax legislation, including IHT, Trusts, and Landed Estates
• Have strong skills in VAT, inheritance tax planning, and estate administration
• Be aware of technology’s role in tax and advice delivery, including Excel and ERP systems

Preferred

• Experience working with clients in agriculture, renewables, or landed estates
• Exposure to estate and trust accounting, management, or project management skills
• Background working with multi-disciplinary teams and external advisors
• Proven ability to develop and mentor junior staff

ON OFFER

The organisation provides a supportive environment with opportunities for professional growth. The role offers a competitive salary, discretionary bonus, and incentives for business development. Flexibility around work location and hours is available to suit your personal needs.

• Salary negotiable based on experience
• Discretionary bonus and incentives for winning new clients
• Hybrid working model—2-3 days in Edinburgh or Glasgow office, flexible monthly arrangements
• Support for continuous professional development and training
• Opportunity to work with high-net-worth clients on complex projects

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 individual's 'protected characteristic’