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Family Office & Private Client Manager

Location

Edinburgh

Salary

£55,000 to £70,000

Type

Permanent

Family Office & Private Client - Tax Compliance Manager
Big 4 Firm
Glasgow, Edinburgh or Aberdeen
£60,000 - £70,000 & Benefits


Join one of the UK's leading professional services firms as a Manager within the Family Office & Private Client Tax Compliance team.

This is an excellent opportunity to work with a diverse portfolio of high-net-worth individuals, trusts and entrepreneurial clients while developing your career within a nationally recognised practice.

If you're looking for a role that combines technical expertise, client relationship management and genuine progression opportunities, we'd love to hear from you.

About the Role

  • Manage a portfolio of high-net-worth individuals, trusts, estates and partnership clients, delivering a high-quality personal tax compliance service.
  • Review complex personal tax returns, trust accounts, capital gains computations, inheritance tax returns and residence/remittance matters.
  • Build and maintain strong client relationships, identifying opportunities to provide additional tax advisory services where appropriate.
  • Oversee compliance processes, manage deadlines, risk, work in progress, billing and cash collection to ensure an exceptional client experience.


About this Big 4 Firm

  • Join a Big 4 Firm's nationally recognised Family Office & Private Client practice, comprising over 160 professionals across the UK.
  • Work alongside experienced Partners, Directors and senior tax specialists supporting a prestigious and varied client base.
  • Advise high-net-worth individuals, entrepreneurs, business owners, private equity professionals, landed estates, trusts and partnerships.
  • Be part of a firm that invests heavily in career development, flexible working and creating an inclusive, collaborative culture.


Why Should You Be Interested?

  • Work with complex, interesting clients and broaden your expertise across private client and trust taxation.
  • Enjoy clear progression opportunities within a growing national team with access to industry-leading training and development.
  • Benefit from flexible working arrangements and a comprehensive employee benefits package.
  • Join a collaborative team where technical excellence, client service and long-term career development are genuinely valued.


Contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk for a confidential discussion.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.