Personal Tax Manager

Personal Tax Manager
Edinburgh (Hybrid Working)
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.

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

#LI-HYBRID

Permanent
30 March 2026
Tax
Personal Tax
up to £65,000 (DOE) + Benefits
0141 530 4333