Private Client Tax Manager - Edinburgh

Taxation; City of Edinburgh; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Taxation in Edinburgh is seeking an additional CTA-qualified Manager for its Private Client Tax team. You will oversee and review compliance on a portfolio of wealthy clients, including HNW families, entrepreneurs and business owners, with a focus on income tax, CGT and IHT planning.

As a client-facing adviser, you will build relationships, support Partners with business development, and identify opportunities for ad hoc capital taxes projects, helping you establish a reputation in the Edinburgh

Qualifications

• CTA qualified with demonstrable experience advising HNWIs on IHT, CGT and trusts.
• Experience in reviewing compliance on high net worth portfolios.
• Ability to develop business through networking and partnerships.

Responsibilities

• Oversee and review compliance on a portfolio of wealthy clients.
• Lead ad hoc capital taxes advisory projects.
• Support Partners with business development and networking.

Skills

Interpersonal communication

Client relationship management

Tax advisory

Education

CTA qualification

Job description

One of the region’s premier Private Client Tax teams is keen to appoint an additional CTA at Manager level.

This thriving team advises HNW families, entrepreneurs and business owners on all areas of income tax, CGT and IHT planning. Acting as a key trusted adviser, the incoming Manager will be responsible for overseeing and reviewing compliance on a portfolio of wealthy clients, as well as identifying and working on ad hoc capital taxes advisory projects.

As a client-facing relationship manager, excellent interpersonal and communication skills are important. The Manager will also assist Partners with business development and networking initiatives, building a name for themselves in the Edinburgh region.

If you are CTA qualified with demonstrable experience of advising HNWIs on IHT, CGT, trusts and related issues, the team offers a supported pathway through the Manager band and on to Senior Manager grade.