Personal Tax Assistant Manager

Personal Tax Senior / Assistant Manager – Edinburgh

Clark Wood is working with a highly regarded independent firm of Chartered Accountants and Business Advisers in Edinburgh to recruit a Personal Tax Senior or Assistant Manager to join their established and growing tax team.

This is a key role within the department, supporting partners directly and working with a high-quality portfolio of HNWIs and complex private clients. The firm is keen to appoint an independent self-starter who can manage work with minimal review and take real ownership of their client base.

Reporting to the partners, the role is predominantly focused on personal tax compliance, with exposure to advisory work depending on experience and appetite.

Key Responsibilities

- Manage a portfolio of HNWI and private clients, acting as the main point of contact
- Prepare and review Self Assessment tax returns and related personal tax submissions
- Work directly with partners, delivering review-ready work with minimal supervision
- Provide input on personal tax advisory matters where required
- Ensure compliance deadlines are met and work is delivered to a high standard
- Support and mentor junior members of the tax team as appropriate

Candidate Requirements

- ATT / CTA qualified (or qualified by experience)
- Strong personal tax experience gained within an accountancy practice
- Comfortable managing complex client relationships independently
- Organised, proactive, and confident delivering work with minimal review

What’s on Offer

- Join a respected independent firm with a strong private client offering
- Exposure to high-quality HNWI work
- Genuine autonomy and responsibility
- Clear scope for progression and development
- Competitive salary and benefits package

If you are interested in this opportunity, please contact Eleanor at Clark Wood:
📞 07375 801311
📧 eleanor@clark-wood.co.uk

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