Personal Tax Manager

Personal Tax Manager - Leading Accountancy Firm - Edinburgh

An excellent opportunity has arisen for a skilled tax professional to join a prestigious, well-established accountancy firm ranked among the UK's top 100. Based in our thriving Edinburgh office, we are renowned for delivering exceptional tax and accounting services with a personal touch. With a strong national presence and a reputation for excellence in Scotland, we take pride in our approachable, client-focused ethos, ensuring we understand the priorities of our clients, their businesses, and their families.

We are looking for a Personal Tax Manager to enhance our private client team and contribute to our ongoing success. In this role, you will manage a varied portfolio of high-net-worth individuals, providing expert tax advice and compliance services. Working closely with our partners, you'll deliver outstanding client care while guiding and mentoring junior team members in our tax department.

Our clients include entrepreneurs, property investors, business owners, and those with family wealth. While most are UK-based, you'll also handle sophisticated tax matters for non-UK residents and domiciliaries, often involving international interests or UK and offshore trusts.

Key Responsibilities

• Managing all aspects of income tax (including National Insurance) and capital gains tax, including reviewing PAYE coding notices where relevant.
• Reviewing Self-Assessment tax returns prepared by colleagues, ensuring accuracy for client approval and timely electronic submission.
• Engaging with clients on routine and bespoke assignments via email, phone, and in-person meetings, covering topics such as inheritance tax, income tax, and capital gains tax.
• Supporting partners in delivering advisory projects, including drafting reports on inheritance tax planning, residency issues, UK trusts, and optimal business structures.
• Preparing for and attending meetings with existing and prospective clients, setting budgets for follow-up work, and ensuring timely, cost-effective delivery.
• Corresponding with HMRC on s9A enquiries and preparing disclosures via the digital disclosure facility.
• Coordinating the collection of data required for tax returns, liaising with clients and third-party professionals as needed.
• Handling routine client correspondence promptly and efficiently.
• Organising and prioritising your workload to maintain exceptional client service and meet HMRC deadlines, working independently with initiative.
• Managing quarterly billing, setting reserves, and keeping partners informed of any billing issues.
• Monitoring personal time budgets and chargeability targets.
• Contributing to internal departmental meetings and attending networking events to support business development.

Qualifications/Education Required

• CTA, ACA, or equivalent qualification, with proven experience in private client tax.

Particular Aptitudes/Skills Required

• Strong client-facing experience, with confidence in regular communication and meetings with clients.
• Excellent organisational skills to manage workloads and meet deadlines effectively.
• Ability to work autonomously, demonstrating initiative in client matters and time management.
• Proficiency in Microsoft Word and Excel, alongside solid general IT skills.
• People management capabilities to guide junior team members.
• Commercial awareness to support business growth and client satisfaction.

If you're enthusiastic about private client tax, thrive on building relationships with high-net-worth individuals, and are eager to advance your career within a supportive, top-tier firm, we'd love to hear from you. Join our Edinburgh team and play a key role in our continued success.