Family Office - #2111762

Your new company
An exciting opportunity has arisen to join a leading global professional services firm with a well-established and growing Family Office & Private Client team in Scotland. Working alongside a highly regarded national private client practice, you will support a diverse portfolio of high-net-worth individuals, entrepreneurs, family business owners, trustees and estates. Known for delivering exceptional client service and technical excellence, the team provides specialist advice across personal tax, trusts and succession planning, whilst offering a collaborative and supportive environment where career development is actively encouraged.

Your new role
As a Manager within the Family Office & Private Client Tax Compliance team, you will take responsibility for managing a varied portfolio of private clients, ensuring the delivery of a high-quality compliance service across a range of personal tax matters. A significant element of the role will focus on trust compliance, including the preparation and review of trust accounts, trust tax returns and inheritance tax reporting.

You will act as a trusted adviser to your clients, developing long-term relationships and identifying opportunities to provide additional value through advisory support. Working closely with colleagues across the wider tax practice, you will contribute to complex private client projects involving capital gains tax, residence and remittance issues, succession planning and wealth preservation. This role offers an excellent opportunity for an ambitious tax professional to establish themselves as a key trust specialist within a growing and highly respected team.

What you'll need to succeed
To be successful in this position, you will bring previous experience gained within a Private Client or Personal Tax environment, ideally from a professional services background. You will have strong experience managing personal tax compliance work and be confident overseeing complex tax returns for high-net-worth individuals, trusts and estates. Direct experience of trust compliance is essential, including trust tax returns, trust accounts and trust administration matters.

You will ideally be ATT, CTA, ACA or ACCA qualified, although individuals who are qualified through experience will also be considered. Strong technical skills, excellent client relationship management abilities and a proactive, commercially minded approach will be key to your success in this role.

What you'll get in return
In return, you will join a market-leading team offering exposure to a high-quality client base and complex, rewarding work. You'll benefit from flexible hybrid working, ongoing professional development and the opportunity to work alongside some of the UK's leading private client tax specialists. The successful candidate will have genuine opportunities for career progression within a growing national practice, whilst enjoying a supportive culture that values collaboration and professional growth.

What you need to do now
If you're an experienced Private Client Tax professional with a strong background in trusts and are looking to further your career within a highly respected practice, we'd love to hear from you.
Please note that applicants must have the legal right to work in the UK and possess the relevant UK private client tax experience required for this position.

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