Senior Tax Manager

EQ; Dundee; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

EQ Accountants in Scotland is seeking a Senior Manager to join the Tax Advisory team, based predominantly in Dundee or Edinburgh with the option to work from home or other offices.

You will provide corporate and personal tax advice, manage an active portfolio of clients, and lead a team of tax professionals on a wide range of projects including EMI schemes, reorganisations, CGT and IHT planning for owner-managed businesses.

Qualifications

• You should be an experienced tax adviser to SMEs and their owners/managers, with the ability to provide commercial tax advice and lead teams.
• CTA qualification is advantageous, but not essential
• Excellent communication and interpersonal skills.

Responsibilities

• Provide tax advice to a portfolio of SME clients and build relationships
• Manage client relationships day-to-day
• Collaborate with non-tax teams to deliver tax projects
• Manage and review corporation tax returns, including groups and planning
• Advise on remuneration, succession, CGT and IHT mitigation
• Deliver specialist tax advice on profit extraction, MBOs, and lifecycle stages
• Provide high-level personal tax advice to high net worth individuals
• Line manage junior staff and mentor their development

Skills

Tax advisory experience

Team leadership

Communication skills

Job description

EQ Accountants is proud to be part of the Sumer Group. We are chartered accountants, tax, and business advisers based throughout Scotland and the North of England. Our culture is built on collaboration, innovation, and professional excellence, where every team member is encouraged to grow, contribute, and make a real difference.

The Role

We are seeking a Senior Manager to work within our Tax Advisory team. The role would be based predominantly in our Dundee or Edinburgh office, with the flexibility to also work from home or our other offices. Our team provide tax advice across a wide variety of sectors and taxes, and you will need to have proven experience in both corporate and personal taxes.

Key Responsibilities

• Providing clear and concise advice to your portfolio of clients, building trusted and effective relationships
• Day to day responsibility for managing ongoing client relationships
• Work closely with non-tax fee earners across the group, including Business Services and Audit, to deliver a wide range of business tax projects
• Managing and reviewing complex corporation tax returns including groups, advising on matters such as corporate reorganisations, EMI schemes, and tax planning for owner managed businesses.
• Advising owner managed businesses regarding remuneration planning, succession planning, CGT and IHT mitigation
• Delivering specialist tax advice which may include profit extraction strategies, management buy outs, and key stages of the business lifecycle.
• Providing high level personal tax advice to high net worth individuals and business owners including capital gains tax, inheritance tax and other tax issues within families.
• Line management responsibilities for more junior members within your team, reviewing projects and providing regular feedback and supporting their development.

Skills, Knowledge & Expertise

• You should be an experienced tax adviser to SMEs and their owners/managers, with the ability to provide commercial tax advice and lead teams
• CTA qualification is advantageous, but not essential
• Excellent communication and interpersonal skills.

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.

About EQ

At EQ Accountants, we believe that at the core of our success is our people. We are more than just colleagues; we are a community dedicated to supporting each other to foster a positive and inclusive workplace where everyone can thrive.

At EQ, we believe that taking care of our clients starts with taking care of our team. Our ethos, 'With You,' reflects this commitment when our people thrive, so do our clients.

We are committed to your professional growth and personal development. Whether you are just starting out, or looking to advance your career, you’ll find the support you need to excel.

As well as a comprehensive range of benefits, including enhanced family friendly policies, holidays, paid volunteering time, we offer continuous learning opportunities, mentorship, and a clear path for career progression to help you reach your full potential