Private Client & Estates Insurance Advisor Location: Edinburgh (Hybrid: 3 days in-office) Salary: Up to £40,000 + Benefits Are you an ins…
Your new company You'll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business is well-positioned to help you take the next step in your career.
Your new role As Private Client Tax Manager, you'll lead the delivery of high-quality personal tax services to a diverse portfolio of clients, including high-net-worth individuals, entrepreneurs, and family trusts. You'll be responsible for managing complex compliance work, identifying planning opportunities, and providing strategic advice. You'll also mentor junior team members and play a key role in developing client relationships through proactive communication and tailored solutions.
What you'll need to succeed You'll be an experienced personal tax professional, ideally CTA qualified, with a strong technical grounding and a passion for client service. You'll be confident managing a portfolio, reviewing work, and advising on areas such as inheritance tax, capital gains tax, and residence and domicile issues. Strong interpersonal skills, commercial awareness, and a proactive mindset will be key to your success.
What you'll get in return You'll be part of a firm that values your expertise and supports your ambitions. Expect a competitive salary, flexible working arrangements, and access to ongoing professional development. The Edinburgh office offers a modern, inclusive environment where your ideas are welcomed, and your career can flourish.
What you need to do now If you're ready to take the next step in your tax career and want to work in a role that offers both challenge and reward, we'd love to hear from you. Apply now or get in touch for a confidential discussion about your next move.
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Private Client & Estates Insurance Advisor Location: Edinburgh (Hybrid: 3 days in-office) Salary: Up to £40,000 + Benefits Are you an ins…
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