Private Client Tax Senior Manager

TN United Kingdom; City of Edinburgh; On-site; GBP 50,000 - 90,000; Full time

Job summary

An exciting opportunity awaits with a leading accountancy firm in Edinburgh, seeking a Private Client Tax Senior Manager. This role offers the chance to work with a dynamic team and provide high-quality tax services to clients. You will manage a diverse portfolio, ensuring client satisfaction while identifying new opportunities for growth. The firm prides itself on its innovative approach and commitment to excellence, making it a great place for professionals looking to advance their careers. With a range of attractive perks and a supportive environment, this position is perfect for those passionate about tax advisory and compliance.

Benefits

Life assurance

Income protection insurance

Flexible personal pension scheme

Private medical/dental insurance

Travel insurance

Cycle to work scheme

Purchase additional holidays

Discounted retail offers

Childcare vouchers

Qualifications

• Solid background in Personal/Private Client Tax.
• Strong experience and practical knowledge valued.

Responsibilities

• Manage client portfolio and build relationships.
• Oversee team workflow and delegate tasks.
• Deliver high-level tax advice with external consultants.

Skills

Inheritance Tax

Trusts

Estates

Partnerships

Client Relationship Management

Education

CTA

ATT

ACCA

Job description

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Private Client Tax Senior Manager, Edinburgh

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Client:

Meraki Talent Ltd

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

02f1ebf3e42b

Job Views:

8

Posted:

24.04.2025

Expiry Date:

08.06.2025

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Job Description:

Meraki Talent is working alongside one of the UK's fastest growing and most exciting accountancy firms on the role of Private Client Tax Senior Manager.

The Company

Our client is one of the UK's leading Accountancy firms with several offices across Scotland, England, and Ireland. They have evolved significantly over the past decade to become one of the most modern and innovative firms in today's market with a significant market share and presence across the UK.

This success is attributed to its talented workforce, strategic planning, and adoption of modern technologies and methodologies, making it a trend setter within the sector.

The Role

The role requires high standards of technical service delivery to clients, ensuring accurate and timely advice in line with client requirements. It includes compliance and advisory work, as well as supporting other team members and the wider firm in delivering advice outside of the portfolio.

The position suits individuals with strong experience in Inheritance Tax, Trusts, Estates, and Partnerships.

• Manage the client portfolio, build relationships with clients and their professional networks to ensure satisfaction, and identify opportunities for further support.
• Develop and grow the department and firm by promoting the business, unearthing new opportunities, and securing new work with support from senior management and BD department.
• Oversee and support your team in all aspects of the portfolio, ensuring deadlines and demands are met.
• Support day-to-day team operations, achieving internal and external expectations, and assisting in strategic planning.
• Consult with external advisors to deliver high-level tax advice.
• Manage workflow and delegate work to your team, providing ongoing support.

On offer

• Life assurance
• Income protection insurance
• Flexible personal pension scheme with matched employer contributions
• Private medical/dental insurance
• Travel insurance
• Cycle to work scheme
• Purchase additional holidays – up to 10 days
• Discounted retail offers
• Childcare vouchers

Experience

The role is suitable for individuals with a solid background in Personal/Private Client Tax. While qualifications such as CTA, ATT, or ACCA are desirable, strong experience and practical knowledge are also valued.