Private Client Tax Assistant Manager

A fantastic opportunity has arisen with a highly regarded firm of Chartered Accountants based in Edinburgh, and Crowe Watson Recruitment — one of the UK’s most trusted specialist recruiters in the accountancy practice sector — is proud to be managing this search on their behalf. This is a genuinely exciting role for an ambitious tax professional looking to take the next step in their career, joining a firm that places real value on its people, their development, and their long-term progression. From day one, you can look forward to a range of excellent benefits including flexible working arrangements, a company pension scheme, and much more!

The firm has built a strong reputation for delivering exceptional private client tax advice to a diverse and high-quality client portfolio, ranging from high-net-worth individuals and entrepreneurs to trustees and estates. As a Private Client Tax Assistant Manager, you will play a central role in managing and developing client relationships, providing technically excellent advice across a broad range of personal tax matters, and supporting the wider team in delivering outstanding service. This is the kind of role where no two days are the same, and where your expertise will be both recognised and rewarded.

Edinburgh is one of the UK’s most vibrant cities for professional services, and this firm sits at the heart of that thriving community. Whether you are already based in Edinburgh or are considering a move, this is a superb opportunity to join a forward-thinking practice that offers a genuine pathway to progression. You might not meet all the criteria, but if you are a motivated tax professional with a passion for private client work and a desire to grow, we would be delighted to hear from you.

Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Key Responsibilities

Managing a portfolio of private client tax cases

Preparing and reviewing self-assessment tax returns

Advising on income tax, CGT, IHT and related matters

Liaising with HMRC on behalf of clients

Mentoring and supporting junior team members

Requirements

ATT and/or CTA qualified

At least four years' experience working within a UK Practice environment

Strong technical knowledge across personal tax matters

Experience with trusts, estates and high-net-worth individuals

Excellent communication and client management skills