At a Glance
- 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.
- Other info: Flexible working arrangements and support for further qualifications like STEP.
- 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.
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
- Your remit will include:
- 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
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Contact Details:
Lusona Consultancy (Financial) Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Advisor
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Lusona Consultancy (Financial) Limited, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Private Client Tax Advisor
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Lusona Consultancy (Financial) Limited's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Lusona Consultancy (Financial) Limited. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Lusona Consultancy (Financial) Limited!
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Lusona Consultancy (Financial) Limited.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Lusona Consultancy (Financial) Limited. It helps to show our commitment!
