Private Client Tax Senior Manager

iMultiply Resourcing Ltd; City of Edinburgh; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A leading independent accountancy and advisory firm in Edinburgh is seeking a Private Client Tax Senior Manager. This senior role involves managing a high-value portfolio, leading a talented team, and providing bespoke tax advice. The ideal candidate will be CTA and/or ACA qualified with extensive experience in private client tax and strong communication skills. The firm offers a competitive salary, a supportive culture, and hybrid working arrangements.

Benefits

Competitive salary and benefits package

Hybrid and flexible working arrangements

Clear career progression opportunities

Qualifications

• Significant post-qualification experience in private client tax.
• Proven track record of managing complex tax matters for high-net-worth individuals.
• Demonstrated ability to provide mentorship and technical guidance to junior colleagues.

Responsibilities

• Oversee a portfolio of complex private client tax matters.
• Act as a key point of contact for high-value clients.
• Lead and mentor a team of tax professionals.
• Identify tax planning opportunities.

Skills

Tax planning

Relationship management

Team leadership

Communication

Technical expertise

Education

CTA and/or ACA qualification

Job description

Private Client Tax Senior Manager

Edinburgh

A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and ambitious practice.

Working closely with business owners, high-net-worth individuals, and entrepreneurial families, the successful candidate will deliver bespoke tax advice across income tax, capital gains, inheritance tax, trusts, and international issues.

Key Responsibilities

• Oversee a varied portfolio of complex private client tax matters, including UK and international tax planning, trusts, and estate planning.
• Act as a key point of contact for high-value clients, developing long-term relationships based on technical expertise and proactive service.
• Lead a high-performing team of tax professionals, providing mentorship, technical guidance, and career development support.
• Collaborate with partners and senior leadership to shape the firm’s private client strategy and support growth through client development and networking.
• Identify tax planning opportunities and work on specialist assignments such as residence and domicile issues, succession planning, and family wealth structuring.
• Ensure compliance standards are met and that the team maintains up-to-date knowledge of UK tax legislation and HMRC practices.

Candidate Profile

• Be CTA and/or ACA qualified with significant post-qualification experience in private client tax.
• Have a proven track record of managing complex tax matters for HNWIs, business owners, and family trusts.
• Demonstrate excellent technical knowledge, commercial awareness, and a relationship-led approach.
• Be confident leading a team and supporting junior colleagues with their development.
• Possess strong communication skills and the ability to explain complex tax issues clearly to clients.
• Be ambitious, collaborative, and motivated to help drive the continued success of the private client offering in Edinburgh.

What the Firm Offers

• A senior leadership position with real influence and autonomy.
• A supportive, inclusive culture that recognises individual contribution.
• Hybrid and flexible working arrangements.
• Access to a high-quality and diverse client base.
• A competitive salary and benefits package, including bonus potential.
• Clear career progression and the opportunity to become a key figure in the firm’s strategic growth plans.

This role is ideal for a seasoned private client tax professional who thrives in a collaborative environment and is ready to step into a visible, client-facing leadership role in one of Scotland’s most vibrant financial centres.

iMultiply is committed to diversity and will promote diversity for all employees, workers, and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individuals’ protected characteristics.

If you like the look of this vacancy and think you could perform the role, but you don’t think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from black and minority communities, are less likely to apply for jobs where they don’t meet 100% of the requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.