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- Tasks: Lead strategic tax advisory projects for high-net-worth clients and mentor a skilled team.
- Company: Prestigious accountancy firm with a focus on innovation and collaboration.
- Benefits: Up to £95,000 salary, hybrid working, and comprehensive benefits.
- Why this job: Shape the future of a market-leading practice while making a real impact.
- Qualifications: CTA/CA/ACA/ACCA qualified with experience in private client advisory.
- Other info: Inclusive environment with excellent career development opportunities.
The predicted salary is between 72000 - 95000 £ per year.
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 will 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 will:
- 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 develop a 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 will 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 are ready to bring your technical expertise and leadership to a role with real impact, please contact Stuart Ringland.
Private Client Tax Associate Director / Director in Edinburgh employer: Lusona Consultancy
Contact Detail:
Lusona Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director / Director in Edinburgh
✨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. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with high-net-worth individuals and complex advisory projects. We want to see you shine, so share specific examples of how you've created value for clients in the past!
✨Prepare for the Interview
Do your homework before the interview! Research the firm’s recent projects and their approach to private client tax. We recommend preparing thoughtful questions that show your interest in their work and how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand. Let’s get you on board!
We think you need these skills to ace Private Client Tax Associate Director / Director in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax role. Highlight your advisory experience and any leadership roles you've held, as we want to see how you can bring value to our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how your background makes you the perfect fit for this position. Be sure to mention specific projects or achievements that showcase your expertise.
Showcase Your Technical Skills: Since we're looking for someone with strong technical knowledge, make sure to include relevant qualifications like CTA or CA/ACA/ACCA. Don't forget to mention any specific tax advisory projects you've worked on that demonstrate your capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our expanding Private Client Tax team!
How to prepare for a job interview at Lusona Consultancy
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and trends, especially those affecting high-net-worth individuals. Being able to discuss recent changes or case studies will show your expertise and passion for the field.
✨Showcase Your Leadership Skills
Since this role involves mentoring and guiding a team, be prepared to share examples of how you've successfully led projects or developed others in your previous roles. Highlighting your leadership style can set you apart from other candidates.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Be ready to explain how your personal values align with theirs, especially regarding collaboration and innovation. This shows that you're not just looking for any job, but a place where you can truly contribute.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. Inquire about their approach to client relationships or how they support professional development. This demonstrates your genuine interest in the role and the firm.
