Personal Tax Manager

Your new company
This is an exciting opportunity to join a leading professional services firm with a strong reputation across Scotland and beyond. Due to continued growth within its private client tax team, the firm is looking to appoint a Tax Compliance Manager to support a diverse portfolio of individuals, trusts and estates while helping to develop and mentor junior team members.

Your new role
You will manage your own portfolio of private client tax compliance work, acting as the primary point of contact for a varied client base including high net worth individuals, partnerships, trusts, estates, farmers, sole traders and non-resident clients. Responsibilities will include overseeing compliance deadlines, reviewing work prepared by junior staff, managing WIP and fees, and identifying opportunities for additional services across your client base.
Alongside core compliance work, you will have exposure to a range of advisory matters including capital gains tax reporting, remuneration planning, trust registrations and other ad hoc client projects. You will also play an important role in supporting the development of junior colleagues through coaching, mentoring and line management responsibilities.

What you'll need to succeed
To be successful in this role, you will hold a professional tax qualification such as CTA, ATT, CA, STEP or equivalent and have experience operating at Assistant Manager level or above within a private client tax environment. You will be comfortable managing your own portfolio, maintaining strong client relationships and undertaking technical research when required.

Strong organisational skills, commercial awareness and a proactive approach to client service are essential. Previous experience reviewing junior team members' work and supporting their development would be advantageous.

What you'll get in return
In return, you'll join a collaborative and well-established team offering a varied client portfolio, genuine career progression opportunities and exposure to a broad range of private client tax matters. The firm operates a modern working environment with a strong focus on professional development, technical excellence and delivering high-quality client service.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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