At a Glance
- Tasks: Lead complex private client advisory work and manage relationships with high-net-worth individuals.
- Company: Respected independent accountancy firm with over 140 years of history.
- Benefits: Flexible working options, work-life balance, and a supportive team culture.
- Other info: Empowerment and autonomy in a dynamic environment with a focus on excellence.
- Why this job: Join a modern firm that values your input and offers growth opportunities.
- Qualifications: Experience in private client tax advisory and strong relationship management skills.
The predicted salary is between 70000 - 90000 £ per year.
An exciting opportunity has arisen for an experienced Private Client Tax Director to join one of Scotland's most respected independent accountancy firms. This role offers the chance to work closely with high-net-worth individuals, entrepreneurial families, landed estates, and owner-managed businesses on complex and commercially focused advisory matters.
About the Role
- Lead and deliver complex private client advisory work across inheritance tax planning, succession planning, restructuring, and owner-managed business advisory.
- Manage and further develop long-standing relationships with HNWIs, entrepreneurial families, landed estates and business owners across Scotland and beyond.
- Work closely with Partners and senior leadership to support the continued growth and strategic development of the private client offering.
- Mentor and develop junior members of the team while acting as a trusted technical specialist internally and externally.
About the Firm
- Long-established independent Scottish accountancy firm with over 140 years of history and a strong reputation in the Scottish market.
- Employees across offices in Edinburgh, Glasgow, Inverness and London, with a highly flexible and modern working model that can be fully remote.
- Partner-led business with a strong focus on empowerment, autonomy and meaningful client relationships.
- Ambitious five-year strategic growth plan centred around people, excellence and growth.
Why Should You Be Interested?
- Opportunity to join a highly respected independent firm that genuinely values flexibility, trust and work-life balance.
- Exposure to a broad and evolving private client portfolio including landed estates, entrepreneurs, family businesses and succession-focused advisory work.
- Flexible working culture including hybrid, remote and nine-day fortnight options for the right individual.
- Clear opportunity to influence the future growth and direction of a modern and ambitious private client team.
Contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk for a confidential discussion.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Director in Glasgow employer: PRO-TAX RECRUITMENT LIMITED
Join a leading independent accountancy firm in Scotland, renowned for its commitment to flexibility, trust, and work-life balance. With over 140 years of history, this firm offers a dynamic work culture that empowers employees and fosters meaningful client relationships, alongside clear opportunities for professional growth and development within a diverse and ambitious team.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director in Glasgow
✨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 that a CV just can’t.
✨Showcase 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 matters. Share specific examples of how you've added value in previous roles to really stand out.
✨Prepare for Interviews
Do your homework before any interview! Understand the firm’s values, their client base, and recent developments in the private client sector. This will help you tailor your responses and show that you’re genuinely interested in the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our ambitious growth plans.
We think you need these skills to ace Private Client Tax Director in Glasgow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Tax Director role. Highlight your experience with high-net-worth individuals and complex advisory matters, as this will show us you understand what we're looking for.
Showcase Your Expertise:Don’t hold back on showcasing your technical skills and experience in inheritance tax planning and succession planning. We want to see how you can bring value to our team and clients, so be specific about your achievements.
Demonstrate Relationship Management Skills:Since managing relationships is key in this role, share examples of how you've successfully built and maintained long-standing relationships with clients. This will help us see your interpersonal skills in action.
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 the role. Plus, it shows us you're keen to join our team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on the specifics of private client tax, especially around inheritance tax planning and succession strategies. Familiarise yourself with recent changes in legislation that could impact high-net-worth individuals and owner-managed businesses.
✨Build Rapport
Since this role involves managing long-standing relationships, practice how to connect with your interviewers. Show genuine interest in their firm’s history and values, and be ready to discuss how you can contribute to their client-focused approach.
✨Showcase Your Leadership Skills
As a Private Client Tax Director, mentoring junior team members is key. Prepare examples of how you've successfully led teams or projects in the past, highlighting your ability to empower others and drive results.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's strategic growth plans and how they envision the private client team evolving. This shows your interest in the role and helps you gauge if the firm aligns with your career goals.
