Private Client Tax Manager | HNW Estates & Advisory

iMultiply; Glasgow; Hybride; GBP 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

Hybrid working model

Discretionary bonus

Professional development

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Relationship management

Project leadership

Tax planning

Client advisory

Formation

ATT/CTA/ACA or equivalent

Outils

Excel

ERP systems

AI tools

Description du poste

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.