Private Client Tax Manager
Listed on 2026-09-12
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Finance & Banking
Wealth Management -
Management
Wealth Management
One of the region’s premier Private Client Tax teams is keen to appoint an additional CTA at Manager level.
This thriving team advises HNW families, entrepreneurs and business owners on all areas of income tax, CGT and IHT planning. Acting as a key trusted adviser, the incoming Manager will be responsible for overseeing and reviewing compliance on a portfolio of wealthy clients, as well as identifying and working on ad hoc capital taxes advisory projects.
As a client-facing relationship manager, excellent interpersonal and communication skills are important. The Manager will also assist Partners with business development and networking initiatives, building a name for themselves in the Edinburgh region.
If you are CTA qualified with demonstrable experience of advising HNWIs on IHT, CGT, trusts and related issues, the team offers a supported pathway through the Manager band and on to Senior Manager grade.
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