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Private Client Tax Assistant Manager

Pro-Tax Recruitment
Posted 19 hours ago, valid for 16 days
Location

Edinburgh, City of Edinburgh EH105BP, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity is available for an Assistant Manager in the Private Client Tax Services team at one of Scotland's largest independent practices.
  • The role offers a salary range of £40,000 - £45,000 and requires candidates to be ACA/CTA/ACCA qualified with experience in UK Private Client tax.
  • This position involves managing relationships with high-net-worth clients, providing personal tax compliance and advisory services, and supporting junior staff.
  • The firm promotes a culture of ambition and collaboration, offering hybrid working, 35 days of holiday per year, and opportunities for professional development.
  • Candidates should be self-motivated, able to handle multiple clients, and willing to contribute positively to the team environment.

Private Client Assistant ManagerNewcastle£40,000 - £45,000 (hybrid working & wider benefits)

An exciting opportunity is available to join one of Scotland's largest independent practices at Assistant Manager level in their Private Client Tax Services team.

This is a mixed compliance & tax advisory role, getting involved in a full range of private client working supporting OMBs, Business owners & HNWIs.

With a strong culture of ambition, collaboration, and professional excellence, this is an outstanding chance to advance your career within a fiercely independent firm.

Your new role:

  • Support a diverse portfolio of high-net-worth and ultra-high-net-worth clients, providing a mix of UK and international personal tax compliance and advisory services.
  • Managing client relationships and acting as a key point of contact for queries and HMRC correspondence.
  • Attend client meetings alongside partners and senior leaders.
  • Contribute to team discussions and support juniors with reviews and technical training.
  • Participate in local business development

Why join this firm?

  • A good portion of the firm are ex big 4, demonstrating the level of work for firm get involved in as a whole
  • Exposure to complex advisory matters and early access to client meetings and decision-makers.
  • Hybrid/Flexible Working Policy with 35 days holiday per year & Holiday buy/sell scheme

What you'll need to succeed:

  • ACA/CTA/ACCA qualified You will come from a professional services background having worked in UK Private Client tax, with experience and exposure to tax advisory projects.
  • Self-motivated, able to manage deadlines, and comfortable juggling multiple client needs.
  • Willingness to support and mentor junior staff and contribute to a positive team environment.

Want to find out more about this role? If you believe that this position is of interest or would like to find out more information, call Victoria Walker on or email

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.