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 range: £50,000–£62,000, 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.