Tax Manager

Office-based, remote or hybrid working options available.

As our client base continues to grow, we’re looking to add further strength and focus to our tax offering.

We already have a broad range of tax knowledge within the team and work closely with trusted external specialists where appropriate. This role is about adding extra depth and capacity, supporting our clients even more closely, and allowing key team members to focus on other priority areas across the business.

It’s a great opportunity for someone who enjoys the technical side of tax, but also cares about giving clear, practical, plain-English advice to clients.

As a Tax Manager, you will play a key role in delivering high-quality private client tax support across the firm. Working closely with our client managers, you will help identify opportunities, shape advice and support clients with practical, proactive tax planning that reflects their personal circumstances and objectives.

This role will involve a mix of advisory work, review work and direct client support. While you will manage a small portfolio of tax return-only clients, the main focus of the role will be supporting our wider client base through close collaboration with the rest of the team. You will be expected to build strong working relationships, communicate in a clear and relatable way, and help ensure our clients receive advice that is accurate, relevant and genuinely useful.

You will help ensure clients understand their tax position, meet their obligations correctly and pay the right amount of tax — but no more than they need to. This role is about acting in our clients’ best interests, giving clear, practical advice and helping them make informed decisions with confidence.

This is an important role within the firm, with the opportunity to develop into a future senior leadership position. You will be expected to live our core values by building positive relationships, being the best we can be, keeping it real and doing the right thing.

Key responsibilities

• Work closely with our client managers across the business to support the delivery of high-quality private client tax advice to our clients.
• Provide practical, proactive support in relation to income tax, capital gains tax and inheritance tax planning.
• Help identify tax planning opportunities across the client base, taking time to understand clients’ personal circumstances, wider objectives and long-term plans.
• Support a mix of ongoing planning work and one-off advisory projects, ensuring advice is accurate, commercially aware and tailored to the client’s needs.
• Help clients structure their affairs in a way that is compliant, practical and tax efficient, ensuring they pay the right amount of tax and no more than is necessary.
• Review self assessment tax returns to a high standard, ensuring compliance work is accurate and using that process to identify planning opportunities where relevant.
• Manage a small portfolio of tax return-only clients, ensuring they receive an efficient, professional and personable service.
• Work alongside client managers in developing advice for clients, including contributing to discussions, joining client conversations where appropriate and helping shape the right outcome for the client.
• Communicate complex tax matters in a clear, relatable and practical way, avoiding unnecessary technical jargon and helping clients and colleagues understand the issues that matter.
• Build positive relationships with clients, colleagues and third-party advisers, including liaising with solicitors where required.
• Provide advice in relation to agricultural land, property and wider assets, taking account of the client’s broader circumstances, objectives and longer-term plans.
• Support work involving Scottish partnerships and related private client tax matters.
• Advise on LBTT, including the more complex rules that can apply to partnerships.
• Maintain up-to-date knowledge of inheritance tax and wider private client tax developments, applying that knowledge in a practical and commercially aware way.
• Support tax planning and succession planning work, including matters such as transfers of business and personal assets to other family…