Personal Tax Assistant Manager

Banking & Financial Services
Dumfriesshire
June 23, 2025
£40000 - £40000
Permanent
Urgent

Job Description

Personal Tax Assistant Manager or Manager for Excellent City Centre Firm

Your new companyThis is the opportunity to join a highly-respected accountancy firm based in their Edinburgh office. The firm is part of a wider, national group and boasts a full range of services including audit, tax and business services with an interesting and diverse client base. The firm places the upmost importance on well-being and the commitment to work/life balance for all staff and boasts an excellent reputation in the local and national market.
Your new roleThe key duties of your new role will include:

  • Manage a portfolio of clients, meeting their requirements and maximising fee income
  • Manage the production and review of client’s personal tax returns for your own portfolio and those of the junior members
  • Plan, control and review ad hoc work carried out by team members to ensure work is completed to the required standard and within set timeframes and budgets.
  • Respond to tax queries from Partners/Directors
  • Assist with billing
  • Carry out consultancy work when required
  • Attend client meetings where appropriate
  • Design and implement standard letters/systems to improve the efficiency of the Tax Department
  • Ad hoc projects/research

    • What you’ll need to succeedThe ideal candidate will have experience in a similar role and, ideally, hold a professional qualification such as CTA or ACCA. You will be comfortable managing your own portfolio of clients and possess astute technical knowledge alongside the ability to work under pressure when necessary. You will also be confident in overseeing and reviewing the work of more junior members of staff and acting as a mentor to facilitate their development.
    What you’ll get in return

  • A competitive salary dependent on experience.
  • Genuine work-life balance.
  • Accredited Investor in People.
  • New and improved programme for succession planning and supportive management structure to help you realise your potential.
  • Up to 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days.
  • Competitive salary.
  • Employee referral scheme
  • Paid CSR time.
  • Car lease scheme.

    • What you need to do nowIf you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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