client manager paraplanner jobs in Midlothian

A reputable law firm in Edinburgh seeks a Private Client Solicitor or Associate to manage private client matters, providing practical advice and maintaining strong client relationships. Submit your CV and any additional required information after you have read this description by clicking on the application button. Ideal candidates will be qualified solicitors in Scotland with experience in...

Purpose of the Role To provide comprehensive technical support to Financial Planning Advisors, contributing to the delivery of high-quality client service and helping to build and maintain strong client relationships. Key Responsibilities Prepare and deliver client reports and annual reviews to the highest professional standards. Action requests from Advisors promptly and accurately. Gather,...

A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will manage a diverse...

Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and driving forwards...

An exciting opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded firm of Chartered Accountants based in Bournemouth. Offering flexible working, a competitive company pension, and much more, this role provides the chance to take ownership of a growing private client portfolio within a supportive and forward-thinking environment. The firm is well known for...

You must be able to demonstrate a strong background of providing a high quality of customer service.

You will be servicing a book of Rural clients that will include everything from small Farms up to large Landed Estates.

You will also be given the opportunity to study for nationally recognized professional qualifications.

You will also be advising our clients in respect of their lifetime and estate planning, including Will drafting, Trust administration and the preparation of Lasting Powers of Attorney.

You will be a client focused individual that is passionate about providing a professional service and capable of putting our clients' needs first during a particularly sensitive time.

Join our team as an architect focused on integrating sustainable design principles into all phases of development. This role requires conducting comprehensive site and feasibility studies, performing energy modeling assessments, and presenting design concepts directly to prospective clients and governing bodies. Key responsibilities include managing client expectations throughout the schematic...

We have a fantastic opportunity for a Senior Design Manager to join our Scotland business! Location: Stepps / Edinburgh We are unable to offer certificates of sponsorship to any candidates in this role. What will you be responsible for? This Senior Design Manager will lead from PCSA period on a £100M + healthcare new build facility providing essential management, subject matter expertise and...

Private Business Tax Senior ManagerEdinburgh£65,000 - £90,000 + BenefitsA fantastic opportunity to join a leading Big 4 firm as a Manager or Senior Manager within their Private Business Tax team, providing corporate tax advice to privately owned and Private Equity-backed businesses.Renowned for delivering high-quality, innovative solutions to complex tax matters, the firm works closely with...

You will be given the autonomy to complete the laid required tasks and you will be afforded flexibility in your working schedule, however our client also expects the same to be given in return.

You will be the sole accounting professional within the organisation and as such you will be the subject mater expert for all things finance.

We are seeking a detail-oriented and results-driven Management Accountant to join an organisation in Edinburgh. This temporary role offers an exciting opportunity to contribute to the Accounting & Finance department with your expertise. Client Details This organisation operates within the industry to provide essential services and solutions. As a small-sized company, they are committed to...

Your new companyEstablished in the 19th century, this company has an enviable reputation as one of Scotland's leading independent firms of chartered accountants and business advisers, blending traditional values with a modern approach. Located in the city centre of Edinburgh, the team prides itself on offering a friendly and professional service tailored to the unique needs of each client. As the...

Infrastructure Lifecycle Tax Manager, Top 10 Practice Edinburgh£55,000 - £70,000 + Bonus + Benefits Interested in advising on the biggest infrastructure and energy projects shaping the UK's future?Want to work on transactions driving the net-zero transition?Looking to join a growing national team at the forefront of infrastructure tax advisory? Benefits: - Work on market-leading...

You will be joining a well-established and respected accountancy practice that supports a varied portfolio of SMEs and owner-managed businesses.

You will manage a diverse portfolio of clients, reviewing year-end accounts, overseeing workflow, and supporting junior members of the team.

Job Purpose This is a dynamic role combining administrative responsibilities with the potential to grow into client-facing duties. Initially focused on supporting client-related administration, you’ll handle tasks across multiple communication channels (post, email, secure messages), ensuring accuracy and exceptional service delivery. As you progress, you’ll be trained to engage directly with...

Assistant Manager - Corporate Tax, Top International Firm Edinburgh£40,000 - £50,000 + Benefits + Hybrid Working Do you want to work on cutting-edge international tax projects?Are you interested in advising some of the world's largest multinational companies?Looking to fast-track your career in a technically demanding, creative environment? Benefits: - Hybrid working - split between home,...

Manager - Corporate Tax, Top International Firm Edinburgh £50,000 - £70,000 + Benefits + Hybrid Working Do you want to work on cutting-edge international tax projects?Are you interested in advising some of the world's largest multinational companies?Looking to fast-track your career in a technically demanding, creative environment? Benefits: - Hybrid working - split between home, office, and...

R&D Tax Manager Edinburgh£55,000 - £70,000 + Benefits + Bonus We are currently working with a leading accountancy firm in the UK who are looking to bolster their innovations team with several key hires at R&D Tax Manager level. Your New TeamYou'll be joining a dynamic and forward-thinking tax incentives team that's passionate about helping businesses unlock value through HMRC reliefs. We advise...

Senior Manager - Corporate Tax, Top International Firm Edinburgh£70,000 - £90,000 + Benefits + Hybrid Working Do you want to work on cutting-edge international tax projects?Are you interested in advising some of the world's largest multinational companies?Looking to fast-track your career in a technically demanding, creative environment? Benefits: - Hybrid working - split between home,...