Personal Tax Manager (advisory)

Overview

As Personal Tax Manager in our Glasgow team, you will deliver high-quality advisory services focusing on inheritance tax planning, trusts, and broader personal tax matters. You will work closely with clients to understand goals, provide tailored solutions, and help develop the practice while mentoring junior colleagues. This client-facing role offers scope to shape the advisory service within a values‑led, growth-oriented firm with rural and owner‑managed business clients. You will contribute to thought leadership and build lasting client relationships in a supportive environment.

Pay / Benefits

• flexible working
• leadership development programmes
• people-first culture

Responsibilities

• Deliver high-quality personal tax advisory services
• Specialise in inheritance tax planning and trust structuring
• Manage a varied client portfolio with practical, tailored advice
• Collaborate with senior colleagues to develop the practice
• Mentor and support junior team members
• Contribute to thought leadership within the team
• Engage with clients to understand goals and provide strategic guidance

Key requirements

• Solid experience in personal tax advisory
• Interest or background in inheritance tax planning and trust work
• Strong client relationship and communication skills
• Ability to manage a varied portfolio and deliver practical advice
• Collaborative mindset and mentoring capability
• ATT or CTA preferred, equivalent experience considered

• Collaborative mindset
• Strong communication
• Relationship-building
• Inheritance tax planning
• Trust work
• Personal tax advisory

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