Private Client Tax Manager

AAB

Private Client Tax Manager managing client relationships and providing strategic advisory services for a leading professional services firm across the UK, Ireland, and the USA.

Posted 6/2/2026full-timeEdinburgh • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage a number of projects providing challenging technical advice
Managing and building client relationships
Delivering strategic advisory services across private client
Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team
Review and sign off some Self Assessment Tax Returns
Liaise with external advisors as appropriate to deliver high level tax advice
Provide quality briefing to staff on delegation of work, with appropriate and ongoing support
Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
Actively maintain long standing, trusted client relationships on behalf of the firm
Managing financial processes for advisory clients

Requirements

What you’ll need

Relevant professional tax qualification (e.g. CA/ACA, ATT, CTA, STEP or similar)
Previous experience of working in a similar role including particular technical experience as detailed above
Expertise in advisory work
Track record of handling a number of projects for multiple partners at one time
Experience of line management
Use of tax software
Ability to undertake independent technical research, preferably using Tolleys Guidance/ Library

Benefits

Comp & perks

Annual leave (plus public holidays), with the option to buy or carry over leave
Enhanced parental leave (maternity, paternity, adoption)
Paid volunteering day to support causes that matter to you
Private Medical Insurance (PMI) for you and the option to cover family members
Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
Death in Service benefit
Competitive pension scheme
Life assurance policies to support you and your family
Hybrid working model
Agile working culture that supports flexible hours and smarter working
Modern office spaces designed for collaboration, focus, and wellbeing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax advisorytechnical researchproject managementfinancial processesSelf Assessment Tax Returnsclient relationship managementline managementtax software

Soft Skills

communicationclient relationship buildingstrategic thinkingteam collaborationindependent development

Certifications

CAACAATTCTASTEP