At a Glance
- Tasks: Lead a portfolio of high-net-worth clients, delivering tailored tax advice and managing complex projects.
- Company: Join a Top 10 firm known for its supportive culture and commitment to diversity.
- Benefits: Enjoy hybrid working, 27 days holiday, private healthcare, and access to over 300 learning courses.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
- Why this job: Perfect for those who thrive in advisory roles and want to make a real impact on clients' lives.
- Qualifications: ATT/CTA/ACA qualified or equivalent experience with strong UK private client tax knowledge.
The predicted salary is between 55000 - 75000 £ per year.
We are working with a well-established Top 10 firm who are seeking an Associate Director to join their Private Client team in Scotland. You will have the chance to work on a wide variety of tax planning and compliance assignments, supporting high-net-worth individuals and family enterprises with tailored, forward-thinking advice. This is an ideal opportunity for an experienced tax professional who enjoys complex advisory work, team leadership, and long-term client relationship management.
The Role- Lead and manage a portfolio of private clients, including complex individuals, family groups, and business owners
- Deliver advisory projects in areas such as CGT, IHT, trusts, business structuring, succession planning, and more
- Supervise and review work from junior team members, while supporting their technical development
- Contribute to business development efforts, alongside directors and partners
- 27 days holiday, with the option to purchase more
- Private healthcare and access to virtual GP services
- Lifestyle and wellbeing benefits, including financial tools and electric car scheme
- Paid professional development and access to over 300 on-demand learning courses
- A supportive and inclusive team culture with clear routes for progression
- ATT / CTA / ACA qualified, or qualified by experience
- Strong technical understanding of UK private client tax, with significant compliance and advisory experience
- Ability to manage projects, develop relationships, and mentor junior staff
- A commercial approach with an interest in business development and strategic client planning
If you\'re looking to step into a senior tax role within a flexible, forward-thinking environment, this could be the ideal next move then contact Victoria Walker on or email
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.
#J-18808-LjbffrPrivate Client Tax Associate Director in Edinburgh employer: Pro-Tax Recruitment
Join a prestigious Top 10 firm in Edinburgh as a Private Client Tax Associate Director, where you will thrive in a dynamic and inclusive work culture that prioritises employee wellbeing and professional growth. With generous benefits such as 27 days of holiday, private healthcare, and access to extensive learning resources, this role offers the perfect blend of challenging advisory work and supportive team leadership, making it an excellent opportunity for those seeking meaningful career advancement in tax consultancy.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Associate Director in Edinburgh
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth individuals. Attend relevant events or webinars to connect with potential colleagues and learn more about the specific challenges they face.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in UK private client tax legislation. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing complex advisory projects and mentoring junior staff. Be ready to share specific examples that highlight your leadership skills and ability to develop client relationships.
✨Tip Number 4
Research the firm’s culture and values, particularly their approach to diversity and inclusion. Tailor your conversations to reflect how your personal values align with theirs, which can set you apart as a candidate.
We think you need these skills to ace Private Client Tax Associate Director in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant experience in private client tax, particularly your advisory work and project management skills. Use specific examples that demonstrate your ability to manage complex client portfolios.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for tax advisory work and your leadership abilities. Mention your qualifications (ATT/CTA/ACA) and how they align with the role's requirements, emphasising your experience with high-net-worth individuals.
Highlight Your Technical Skills:In your application, clearly outline your technical understanding of UK private client tax, including areas like CGT, IHT, and trusts. This will show that you have the expertise needed for the role.
Showcase Your Business Development Experience:If you have experience in business development or strategic client planning, make sure to include this in your application. Discuss any successful initiatives you've led or contributed to, as this is a key aspect of the role.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Technical Knowledge
As a Private Client Tax Associate Director, you'll need to demonstrate a strong understanding of UK private client tax. Be prepared to discuss specific tax planning strategies and compliance issues you've handled in the past, especially those related to CGT, IHT, and trusts.
✨Highlight Leadership Experience
This role involves supervising junior team members and leading projects. Share examples of how you've successfully managed teams, mentored staff, and contributed to their professional development in previous roles.
✨Demonstrate Business Development Skills
The firm is looking for someone with a commercial approach and an interest in business development. Prepare to discuss how you've previously contributed to business growth, developed client relationships, or identified new opportunities.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of complex scenarios you've faced in tax advisory work and how you approached them, as this will showcase your analytical thinking and expertise.
