Private Client Tax Assistant Manager

We have just been instructed on a fantastic Private Client Tax Senior or Assistant Manager opportunity on behalf of a leading firm in Central Edinburgh.

Working with an impressive private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work.

Clients range from HNWIs, UHNWIs, Trusts, Estates, Non Residents and Entrepreneurs including those with international affairs.

Excellent remuneration & benefits package, company bonus + profit share, private medical insurance, option of WFH 3 days a week, lots of flexibility and a personal progression plan to Manager/ Senior Manager.

Part time considered, more information below:

The Role:

Managing a diverse private client tax portfolio

Identifying tax planning opportunities

Review of tax compliance

Tax planning

Ad hoc tax advisory work

Provision of advice in areas such as Capital Gains & Inheritance tax

Managing/ supporting the successful delivery of ad hoc tax projects

Mentoring junior staff

Clent meetings

CTA Qualified (ideally)

CTA PQ/ ATT also considered

Ideally experience of working with HNWIs

Significant private client/ personal tax expertise

Excellent communication skills

Progression Plan

Company & Manager bonus

Hybrid arrangement (option of WFH 3 days a week)

Private Medical Insurance

Flexible Working (core hours 10am - 4pm)

Option to Buy/ Sell Holiday

Part time considered

Good transport links (close to station)

Generous Pension

Cycle to work scheme

Part time considered

Social events

If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.

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