Private Client Tax Advisory Manager/Senior Manager

Private Client Tax Advisory Manager / Senior Manager | Top 30 Firm | Edinburgh

Are you an accomplished private client tax specialist looking to take the lead on complex advisory projects and shape strategic growth? Join an established, market-leading practice where you will be recognised as a technical go-to expert, manage high-value client relationships, and mentor a talented team.

This Top 30 Firm has been advising clients for over 100 years, specialising in the mid-market by supporting individuals, family businesses, and organisations across a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management.

As a Private Client Tax Advisory Manager / Senior Manager you will:

Lead and project-manage complex private client advisory engagements covering Inheritance Tax, Trusts, Estates, succession planning, and shareholder transactions.
Act as a go-to technical specialist internally and externally, signing off complex Self-Assessment Tax Returns and liaising with external advisers.
Play a key role in day-to-day departmental operations, supporting the leadership team in setting and delivering strategic objectives.
Drive business development and firm growth by identifying new marketplace opportunities and cross-selling connected service lines.
Provide quality technical briefings, delegation, and ongoing support to junior team members while maintaining long-standing client relationships.

As the successful candidate you will:

Hold a relevant professional tax qualification such as CA, ATT, CTA, STEP, or equivalent.
Bring extensive private client tax advisory experience across IHT, trusts, estates, and succession planning, with knowledge of Irish Capital Taxes (CGT, CAT) and their UK interaction considered desirable.
Demonstrate a proven track record of managing multiple concurrent advisory projects and leading a team.
Possess strong independent technical research capabilities, ideally utilising Tolley’s Guidance/Library alongside tax software.

What You’ll Receive

Private Medical Insurance (PMI) for you with the option to cover family members
Employee Assistance Programme (EAP) providing 24/7 mental health and wellbeing support
Life assurance and Death in Service cover
Paid volunteering day to support charitable causes

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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