Private Client Tax Manager - HNW Estates & Advisory

iMultiply; Glasgow; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid working

Job summary

iMultiply seeks an experienced Private Client Tax Manager to lead complex projects and grow the advisory practice in the UK. You will manage end-to-end tax compliance and deliver strategic guidance to high-net-worth clients and trusts.

The role emphasizes building long-term client relationships, mentoring junior staff, and collaborating with external advisors. Based in the Edinburgh or Glasgow area with hybrid office arrangements, the role offers a salary negotiable with experience, a

Qualifications

• Minimum 5 years’ experience in private client tax advisory and compliance.
• Qualified ATT, CTA, ACA, or equivalent.
• Experience managing a portfolio of wealthy clients.
• Familiarity with UK tax legislation including IHT, Trusts, and Landed Estates.
• Strong skills in VAT, inheritance tax planning, and estate administration.
• Proficient with Excel and ERP systems.

Responsibilities

• 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 mentor junior staff.
• Leverage technology, including AI tools and Excel, to enhance service delivery.

Skills

Private client tax advisory

Client relationship management

Tax compliance

Tax planning

Project leadership

Education

ATT/CTA/ACA qualification

Tools

Excel

ERP systems

Tax software

Job description

iMultiply seeks an experienced Private Client Tax Manager to lead complex projects and grow the advisory practice in the UK. You will manage end-to-end tax compliance and deliver strategic guidance to high-net-worth clients and trusts.

The role emphasizes building long-term client relationships, mentoring junior staff, and collaborating with external advisors. Based in the Edinburgh or Glasgow area with hybrid office arrangements, the role offers a salary negotiable with experience, a