Private Client Tax Manager – Edinburgh

Accounting
Midlothian
August 21, 2026
Permanent
Urgent

Job Description

Location Edinburgh, Scotland Sector Accountancy (Qualified) Benefits Highly Competitive

Private Client Tax Manager – Edinburgh

Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression?

Situated in Edinburgh City Centre, this well-known accountancy firm are currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory/ managerial position. The firm have a growing client base driven by good marketing work and a high number of referrals.

The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad hoc tax advisory projects as well as other compliance focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.

Key Responsibilities:

  • Manage a private client portfolio, focusing on self-assessment tax returns and advisory services.
  • Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
  • Contribute to departmental initiatives and training programs.
  • Support Tax Partners and identify cross-selling opportunities.
  • Maintain up-to-date technical knowledge and participate in marketing activities.

Ideal Candidate:

  • ATT or CTA Qualified with at least 5 years’ experience in Personal Tax within a practice environment.

The Edinburgh City office is commutable from areas such as: Musselburgh, Livingston, Dunbar, Linlithgow, North Berwick etc.

For further details about this role, contact:

For further information on this role please contact Rich Clark at Clark Wood DD: (0) Mobile: (0)

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