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- Tasks: Provide strategic tax advice to high-net-worth clients and manage complex tax planning.
- Company: Leading professional services firm with a stellar reputation in private client advisory.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Why this job: Join a prestigious team and work on impactful, high-profile client projects.
- Qualifications: CTA or ATT qualification with several years of relevant tax advisory experience.
- Other info: Flexible working arrangements and support for further qualifications like STEP.
The predicted salary is between 72000 - 90000 £ per year.
A leading professional services firm with a first-class reputation in the private client market is seeking an exceptional Senior Private Client Tax Advisor to join their Edinburgh team. This is a rare opportunity to work with one of Scotland’s most prestigious High-Net-Worth and landed estate client portfolios—covering sophisticated advisory work across wealth preservation, trusts, succession, and complex tax planning.
The Role
- You will join a highly respected private client advisory team, providing strategic tax insight to clients including:
- High-net-worth families
- Landed estates & rural businesses
- Trusts and executries
- Business owners and family enterprises
- Property and land transactions
- Advising on personal tax planning, succession planning, IHT (including APR & BPR), CGT and income tax strategies
- Advising on trusts, executries and wealth preservation structures
- Supporting clients on tax implications of land, rural business, and property transactions
- Working closely with senior advisors and partners on complex, multi-disciplinary matters
- Contributing to internal training, cross-team collaboration and wider business development activities
- Providing confident, client-centred advice to a sophisticated and longstanding client base
About You
- You’ll excel here if you bring:
- CTA or ATT qualification, or equivalent experience (Solicitors with strong tax exposure also considered)
- Several years’ tax advisory experience within private client, trusts, estates or wider personal tax
- Strong expertise in IHT planning (APR/BPR), CGT, income tax, and succession structures
- A proactive, personable approach with a genuine commitment to exceptional client service
- The confidence to operate at a senior advisory level with HNW and established family clients
- Interest or experience in land, rural, or property-related tax work (desirable, not essential)
What’s on Offer
- Salary up to £90,000 (DOE) + Benefits
- Hybrid working
- Exposure to high-profile, complex and prestigious client work
- A modern, supportive environment with excellent development opportunities
- The chance to work alongside respected senior specialists in a market-leading team
If you want to step into a senior advisory role that combines technical depth, prestige, and genuine professional growth, this opportunity stands out in the Scottish market. Apply now or get in touch with Stuart Ringland for a confidential conversation – stuart@lusona.co.uk
Senior Private Client Tax Advisor employer: Lusona Consultancy (Financial) Limited
Contact Detail:
Lusona Consultancy (Financial) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Advisor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your specific skills and experiences related to private client tax advisory. Share examples of how you've tackled complex tax issues or provided exceptional client service—this will set you apart!
✨Prepare for the Interview
Do your homework before any interview! Research the firm’s client base and recent projects, and think about how your experience aligns with their needs. Prepare thoughtful questions to show your interest and understanding of the role—this will impress them!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Senior Private Client Tax Advisor role! We want to see your application and help you take the next step in your career. Plus, it’s the easiest way to stay updated on your application status!
We think you need these skills to ace Senior Private Client Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Private Client Tax Advisor role. Highlight your expertise in IHT planning, CGT, and personal tax strategies to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for private client tax advisory and how your background aligns with our prestigious client base. Be personable and confident!
Showcase Relevant Experience: When detailing your experience, focus on your work with high-net-worth clients and complex tax matters. We want to see how you've successfully navigated similar challenges in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of IHT, CGT, and income tax strategies. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you’re not just familiar with the theory but can apply it practically.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your commitment to exceptional client service. Think about times when you went above and beyond for a client or how you’ve built strong relationships with high-net-worth individuals. This is key for a role that involves sophisticated advisory work.
✨Be Ready for Complex Scenarios
Expect questions that delve into complex, multi-disciplinary matters. Prepare to discuss how you would approach advising on trusts, executries, and wealth preservation structures. Demonstrating your problem-solving skills in these areas will set you apart.
✨Engage with the Team Spirit
Since collaboration is important, think about how you can contribute to internal training and cross-team activities. Be prepared to discuss your experience working with others and how you can bring value to the team dynamic at the firm.
