Private Client Tax Manager – Edinburgh

Overview

One of the region’s premier Private Client Tax teams is keen to appoint an additional CTA at Manager level.

This thriving team advises HNW families, entrepreneurs and business owners on income tax, CGT and IHT planning. The Manager will oversee and review compliance on a portfolio of wealthy clients, and identify and work on ad hoc capital taxes advisory projects.

Responsibilities

• Oversee and review compliance on a portfolio of wealthy clients within the Private Client Tax team.
• Identify and work on ad hoc capital taxes advisory projects.
• Act as a client-facing relationship manager with strong interpersonal and communication skills.
• Assist Partners with business development and networking initiatives to build visibility in the Edinburgh region.

Qualifications

• CTA qualified with demonstrable experience advising high net worth individuals on IHT, CGT, trusts and related issues.

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