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Personal Tax Client Manager

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Lusona Consultancy (Financial) Limited
Full Time position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Advisor, Tax Accountant, Accounting & Finance
  • Accounting
    Tax Manager, Tax Advisor, Tax Accountant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 47000 GBP Yearly GBP 47000.00 YEAR
Job Description & How to Apply Below
Location: City of Edinburgh

Our client is an independent firm of Chartered Accountants & Business Advisors based in Edinburgh. They are loyal and pro‑active business partners who support individual and business clients throughout Scotland. They are looking to recruit a Tax Client Manager to join their dedicated tax team, with a focus on personal tax compliance.

Responsibilities
  • Managing all aspects of compliance work through to submission of tax returns, including income tax, CGT and IHT using CCH software
  • Reviewing and completing personal, partnership and trust tax returns and P11

    Ds
  • Discussing individual tax affairs with clients in meetings, by e‑mail and telephone
  • Assisting the Partners with ad hoc technical matters and tax planning (optional)
  • Monitoring budgets, preparation of fees, ensuring deadlines are met and quality standards are adhered to.
Qualifications

Coming from a technical background in Personal / Private Client Tax, you will ideally ATT and/or CTA qualified, or qualified by experience. You will have relevant tax compliance experience gained in either accounting or legal profession. Experience at review level is advantageous. Strong communication and team working skills are imperative as is the ability to prioritise workloads and meet strict deadlines.

Benefits

Salary up to £47,000 (DOE) + Benefits. Our client offers a friendly and professional working environment and flexible working arrangements. For further information contact Stuart Ringland at  to arrange a confidential call.

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