Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead strategic tax advisory projects for high-net-worth clients and mentor a skilled team.
- Company: Join a prestigious accountancy firm known for its innovative approach and client-focused solutions.
- Benefits: Enjoy hybrid working, a competitive salary up to £95,000, and comprehensive benefits.
- Why this job: Shape the future of a market-leading practice while developing your career in a collaborative culture.
- Qualifications: CTA and/or CA/ACA/ACCA qualification with experience in advising private clients.
- Other info: This role offers access to industry-leading training and development resources.
The predicted salary is between 76000 - 114000 £ per year.
Private Client Tax – Associate Director / Director
Location: Glasgow, Edinburgh or Aberdeen (Hybrid Working)
Salary: Up to £95,000 + Excellent Benefits
Are you a strategic Private Client Tax specialist ready to take your advisory and leadership skills to the next level? A prestigious accountancy and advisory firm is seeking an Associate Director or Director to join their expanding Private Client Tax team. With flexibility to be based in Glasgow, Edinburgh or Aberdeen, this is a rare opportunity to shape the future of a market-leading practice while enjoying hybrid working and first-class career development.
The Role
You\’ll work with an impressive portfolio of high-net-worth individuals, business owners, family offices, partnerships and trusts. The focus is on complex advisory projects — succession planning, UK/offshore structuring, trust matters, and entrepreneurial exits. As Associate Director, you\’ll:
-
Lead strategic tax advisory work, delivering innovative, client-focused solutions
-
Manage key relationships, acting as a trusted advisor to clients
-
Collaborate with Partners on high-value planning opportunities and business development
-
Assist the Scotland Private Client Tax Partner developa team of skilled tax professionals, offering mentorship and guidance
-
Ensure technical excellence, timely delivery, and a strong team culture
What we are Looking For
We want someone who thrives in a fast-paced, advisory-led environment and is passionate about creating value for clients. Ideally, you’ll have:
-
CTA and/or CA/ACA/ACCA qualification (or equivalent experience)
-
Proven expertise in advising high-net-worth individuals and private clients
-
Strong commercial acumen and ability to lead projects from start to finish
-
Experience managing a mixed portfolio of compliance and advisory cases
-
A team-focused mindset with a passion for developing others
What’s On Offer
This firm offers an inclusive and progressive environment with excellent rewards:
-
Up to £95,000(DOE) + comprehensive benefits
-
Hybrid working
-
A high-performing, collaborative culture focused on quality and innovation
-
Access to industry-leading tax training and development resources
If you\’re ready to bring your technical expertise and leadership to a role with real impact, please contact Stuart Ringland at stuart@lusona.co.uk
#J-18808-Ljbffr
Private Client Tax Associate Director / Director employer: Lusona Consultancy (Financial) Limited
Contact Detail:
Lusona Consultancy (Financial) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director / Director
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the firm’s culture and values.
✨Tip Number 2
Research the latest trends and challenges in private client tax advisory. Being well-informed will allow you to engage in meaningful conversations during interviews and demonstrate your expertise in complex advisory projects.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in mentoring others. The role requires a team-focused mindset, so be ready to share examples of how you've developed talent and fostered a collaborative environment.
✨Tip Number 4
Familiarise yourself with the firm’s portfolio and key clients. Understanding their needs and how you can add value will help you tailor your approach and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Private Client Tax Associate Director / Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, particularly with high-net-worth individuals and complex advisory projects. Use specific examples to demonstrate your expertise and leadership skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory work and your ability to create value for clients. Mention your qualifications (CTA, CA/ACA/ACCA) and how they align with the role's requirements.
Highlight Relevant Experience: In your application, emphasise your experience managing compliance and advisory cases. Discuss any previous roles where you led strategic tax advisory work or mentored team members, as this is crucial for the position.
Showcase Your Team Spirit: Demonstrate your team-focused mindset by providing examples of how you've collaborated with others in past roles. Highlight any experience you have in developing and mentoring junior staff, as this is an important aspect of the role.
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Showcase Your Technical Expertise
Be prepared to discuss your qualifications, such as CTA or CA/ACA/ACCA, and provide examples of how you've applied your technical knowledge in real-world scenarios. Highlight specific cases where you successfully advised high-net-worth individuals or managed complex tax projects.
✨Demonstrate Leadership Skills
As a potential Associate Director or Director, it's crucial to exhibit your leadership capabilities. Share experiences where you've mentored team members or led strategic projects, emphasising your ability to foster a collaborative team culture.
✨Understand the Firm's Values
Research the firm's culture and values before the interview. Be ready to discuss how your personal values align with theirs, particularly regarding innovation, quality, and client-focused solutions. This shows that you're not just looking for any job, but are genuinely interested in contributing to their mission.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and commercial acumen. Practice articulating your thought process on handling complex advisory projects, such as succession planning or trust matters, to demonstrate your strategic thinking and client management abilities.
