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Business Advisory Tax Manager/Senior Manager - Edinburgh

Professional Services - Qualified Accountancy & Finance
Ref: 2390 Date Posted: Monday 18 Nov 2024

AAB - Business Advisory Tax Manager/Senior Manager

Wilkinson & Associates is partnering with a progressive practice based in Edinburgh as they seek to hire a Business Advisory Tax Manager or Senior Manager.

Our client has hybrid, agile and family friendly working practices in place to enable you to manage your work life alongside your home life.

The role includes both compliance and advisory work on a portfolio of clients for which you will be responsible, therefore you must have considerable Corporate and Personal tax experience as well as actively manage and control the delivery of all aspects your client portfolio.  

This is an excellent opportunity to work in a progressive, energetic and stimulating environment alongside supportive and engaging professional teammates.

Key Responsibilities:

  • Annual tax return compliance for companies, individuals and partnerships  
  • Tax efficient remuneration planning  
  • Corporate tax planning  
  • Succession planning  
  • CGT advice  
  • Benefits in kind advice  
  • Displaying detailed knowledge of Income Taxes and Capital Taxes generally with the ability to identify other taxes which might be relevant (for example VAT, International Taxes, LBTT, Stamp Duty Taxes) and obtaining input from colleagues outside of the Business Advisory Services team to deliver well-rounded advice to clients  
  • Delegate work effectively to team members and monitor progress of their work 
  • Review all aspects of accounting work, at both manager and partner level, identifying opportunities for clients 
  • Working with others in both the Business Advisory Services team & the Private Client management team to manage the annual compliance function for circa 1,800 clients, and co-ordinating this operation across the firm  
  • Being responsible for preparing proposal documents for new clients including quoting for new work followed by onboarding these new clients according to the firm’s processes  
  • Managing all aspects of your client portfolio, working alongside other teams in the firm as well as the client’s wider professional networks to ensure all client service requirements are met  
  • Taking responsibility for delivery of blogs and technical articles and presentations relevant to your technical expertise  

Required Skills & Abilities:

  • Relevant professional tax qualification (e.g. CA, ATT or CTA)  
  • Previous experience of working in a similar role
  • Experience of handling a client portfolio
  • Experience of supervising staff
  • Experience of technical compliance and advisory work
  • Use of Alphatax and CCH