Private Client Tax Manager

Are you an experienced private client tax professional looking for a new challenge?

THE ORGANISATION
The organisation is a UK-based advisory firm servicing high-net-worth individuals and large families. They offer tailored tax advice, estate planning, and compliance services. Operating across the UK, they work with multi-generational clients and are committed to growth and innovation.

• Provide specialist advice for wealthy clients and their estates
• Manage a broad portfolio of private clients, trusts, and land-based businesses
• Deliver both compliance and advisory services in a fast-paced environment
• Collaborate closely with external advisors like solicitors, IFA’s, and wealth managers
• Use current technology to improve service delivery and streamline processes

THE ROLE
Seeking a Private Client Tax Manager to lead complex projects and support growth. You'll manage end-to-end tax compliance and deliver strategic advice. The role involves building relationships with clients and developing junior team members. The role is hybrid, based in the Edinburgh or Glasgow area, with flexible office arrangements.

• Manage your own portfolio of high-net-worth clients and trusts
• Oversee compliance work for a variety of entities, ensuring deadlines are met
• Lead advisory projects, including IHT planning and estate strategy
• Collaborate with third-party professionals to deliver comprehensive advice
• Support internal and external training initiatives and develop junior staff
• Use technology, including AI tools and Excel, to enhance client service and efficiency

THE IDEAL CANDIDATE
Are you ready to take the next step in your career? Do you enjoy building long-term client relationships and leading projects? If so, this role might be for you.

Mandatory

• Have at least 5 years’ experience in private client tax advisory and compliance
• Hold a relevant qualification (ATT, CTA, ACA, or equivalent)
• Demonstrate experience managing a portfolio of wealthy clients
• Be familiar with UK tax legislation, including IHT, Trusts, and Landed Estates
• Have strong skills in VAT, inheritance tax planning, and estate administration
• Be aware of technology’s role in tax and advice delivery, including Excel and ERP systems

Preferred

• Experience working with clients in agriculture, renewables, or landed estates
• Exposure to estate and trust accounting, management, or project management skills
• Background working with multi-disciplinary teams and external advisors
• Proven ability to develop and mentor junior staff

ON OFFER
The organisation provides a supportive environment with opportunities for professional growth. The role offers a competitive salary, discretionary bonus, and incentives for business development. Flexibility around work location and hours is available to suit your personal needs.

• Salary negotiable based on experience
• Discretionary bonus and incentives for winning new clients
• Hybrid working model—2-3 days in Edinburgh or Glasgow office, flexible monthly arrangements
• Support for continuous professional development and training
• Opportunity to work with high-net-worth clients on complex projects

iMultiply is committed to diversity and will promote diversity for all employees, workers and applicants. iMultiply will treat everyone equally and will not discriminate on the grounds of an individual's 'protected characteristic’. If you like the look of this vacancy and think you could perform the role, but, you don't think you meet all the requirements, please DO APPLY for this opportunity. Data shows that certain groups, mainly women and people from Black and Minority communities, are less likely to apply for jobs where they don't meet 100% of role requirements. iMultiply would encourage you to apply for roles where there is room for development and growth.