Private Client Tax Manager

Rutherford Cross; Scotland; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading firm in Scotland is seeking a Private Client Tax Manager to oversee a portfolio of over 200 private clients, including High-Net-Worth Individuals and international clients. This pivotal role blends compliance and advisory work with opportunities for progression and business development. The ideal candidate will have extensive experience in private client tax, strong leadership skills, and a proactive attitude toward client relationship management.

Benefits

Hybrid working model: 3 days in the office, 2 days remote

Work from anywhere in Scotland

Direct exposure to partners and mentorship

Supportive, inclusive culture

Competitive salary and benefits package

Qualifications

• Significant experience in private client tax, especially with international HNWI matters.
• Proven ability to manage large client portfolios and balance compliance and advisory work.
• Strong leadership experience and track record of mentoring junior staff.

Responsibilities

• Manage a complex portfolio of 200+ private clients, focusing on international HNWI tax.
• Deliver high-quality personal tax compliance services and tailored advisory.
• Lead, mentor, and develop junior staff while identifying additional service opportunities.

Skills

Client relationship management

Tax planning and advisory

Business development

Leadership

Communication

Education

CTA, ACCA, ICAS, ATT or equivalent qualification

Job description

We are seeking a driven Private Client Tax Manager to join our client's high-performing team, with a focus on managing a portfolio of over 200 private clients including High-Net-Worth Individuals (HNWIs), trusts and international clients. This is a pivotal role offering a blend of compliance and advisory work, with real scope for progression and business development.You will work closely with Partners who have each progressed through the ranks from Manager level, offering a collaborative environment where your career growth is actively supported. This is an ideal opportunity for someone who is looking to step into a leadership role while maintaining strong client-facing responsibilities and contributing to the strategic direction of the private client function.Key Responsibilities:

• Manage a complex portfolio of 200+ private clients, with a particular emphasis on international HNWI tax matters
• Oversee and deliver high-quality personal tax compliance services, ensuring deadlines and expectations are consistently met
• Provide tailored tax planning and advisory services, including residence, domicile, offshore structures, and succession planning
• Identify opportunities for additional services and proactively support business development initiatives
• Build strong, trusted relationships with clients and act as a key point of contact for tax-related matters
• Lead, mentor, and develop junior staff to support ongoing team development and service delivery
• Liaise directly with Partners, gaining hands-on experience and visibility at the top level of the firm

About You:

• CTA, ACCA, ICAS, ATT or equivalent qualification
• Significant experience in private client tax, with strong knowledge of international HNWI matters
• Proven ability to manage large client portfolios and balance compliance and advisory responsibilities
• Commercially aware, with a proactive attitude towards business development
• Excellent communication and interpersonal skills, with a natural ability to build client rapport
• Demonstrated leadership experience and a collaborative approach to working within teams

What’s on Offer:

• Hybrid working model: 3 days in the office, 2 days remote
• Work from anywhere in Scotland – flexibility that suits your lifestyle
• Direct exposure to and mentorship from partners who have successfully progressed from Manager level
• A supportive, inclusive culture that invests in your development and promotes from within
• Competitive salary and benefits package

Our client is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status or pregnancy and maternity.