Salary up to £65,000 + Benefits
If you’re a Personal Tax professional looking for a new challenging role that combines both compliance and advisory, this is one worth paying attention to.
Location: Edinburgh (Hybrid Working)
We’re working with a highly regarded, top‑tier UK accountancy firm that continues to invest heavily in its Private Client offering. With strong leadership, a genuinely people‑first culture, and clear growth plans, they’re now looking to appoint a Personal Tax Manager to strengthen their dedicated tax team.
This is a role where you’ll go beyond the numbers—working closely with owner‑managed businesses, partnerships, and high‑net‑worth individuals, delivering a blend of compliance and increasingly advisory‑led work.
What You’ll Be Doing
* Managing a diverse portfolio of private clients including OMBs, partnerships and HNWIs
* Reviewing and overseeing personal tax compliance work, ensuring accuracy and timeliness
* Acting as a key point of contact for clients and HMRC
* Supporting and delivering advisory work across areas such as income tax, CGT and planning opportunities
* Identifying opportunities to add value and contribute to business development
* Mentoring and developing junior team members
What We’re Looking For
* ATT / CTA / CA / ACA / ACCA qualified (or equivalent)
* Strong grounding in Personal / Private Client Tax within a professional services firm
* Experience across compliance, with exposure (or appetite) for advisory work
* Commercial mindset with the confidence to build client relationships
* Ability to manage workload and support junior staff effectively
Why consider this move?
* Genuine hybrid working - flexibility built around you, not forced policy
* Clear progression route - not just a “wait your turn” environment
* Exposure to advisory work - develop beyond compliance
* Strong team culture - collaborative, supportive, and ambitious
* Backed by a global network with real local autonomy
If you’re currently at Assistant Manager or Manager level and feel like you’ve hit a ceiling—or you’re simply not getting the exposure you were promised—this is well worth checking out.
Interested? Apply or contact Karen at karen@lusona.co.uk to arrange a confidential chat.
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