Private Client Tax Manager - Glasgow

Pro-Tax; Glasgow; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

Bonus and benefits

Job summary

A leading accountancy firm in the UK is seeking an experienced Private Client Tax Manager to join their team in Edinburgh or Glasgow. The role focuses on managing a diverse portfolio, including HNWIs and partnerships, while offering tax planning and advisory services. Successful candidates will be ACA, ATT, CTA, or ACCA qualified, with experience managing client portfolios and junior staff. This position allows for significant professional growth and offers a hybrid work model with a competitive salary package.

Qualifications

• Experience managing a portfolio across the UK.
• Private Client tax advisory experience is desirable.
• Ability to manage junior staff and provide coaching.

Responsibilities

• Work as a Private Client Tax Manager focusing on tax planning & advisory.
• Manage a diverse portfolio including HNWIs, OMBs, and partnerships.
• Support clients with planning matters including IHT, CGT, and Trusts.

Skills

UK Private Client tax experience

Managing a portfolio of clients

Coaching/development

Education

ACA, ATT, CTA, ACCA qualified

Job description

Private Client Tax Manager
Edinburgh or Glasgow based
Package: £50,000 - £65,000 + Benefits + Bonus

• Top 10 Accountancy firm in Edinburgh & Glasgow
• Private Client Tax advisory focus
• 2-3 days per week in office/Hybrid working

We are currently working with a Top 10 Accountancy firm who are looking to bring in an experienced Private Client Tax Manager to work in either their Edinburgh or Glasgow office.

A strong regional Private Client Tax team of 8 people, including a Director, Managers, Assistant Managers and Associates, meaning plenty of room for progression for the right person.

Your new role:

• You’ll be working in an experienced private client advisory team as a Private Client Tax Manager, focusing on tax planning & tax advisory.
• The portfolio is a varied one where you will be working with HNWIs, OMBs, Business Owners, Partnerships, Investment portfolios, and rental portfolios.
• As a Manager you’ll be managing a portfolio and team, signing out tax compliance and getting involved in more complex matters. You’ll be supported by a team of juniors and a compliance centre.
• In terms of advisory you’ll be supporting clients with a range of planning matters including IHT, CGT, Trusts, Non Doms, Residency matters and other shareholder matters to name a few examples.

What you’ll need to be successful:

• ACA, ATT, CTA, ACCA qualified
• UK Private Client tax experience, managing a portfolio of clients across the UK.
• Private Client tax advisory experience is desirable but a compliance specialist who wants more advisory exposure would also be suitable as they can offer support.
• Previous experience managing junior members of staff and coaching/development.

Want to find out more? Give Sam Minor a call on 07764700259 or email at [e-mail]

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.