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- Tasks: Lead high-value advisory projects for high-net-worth clients and manage complex relationships.
- Company: Join a top 10 firm with ambitious growth and a strong reputation.
- Benefits: Enjoy hybrid working, healthcare cover, wellbeing support, and performance bonuses.
- Other info: Inclusive culture that values flexibility and professional development.
- Why this job: Make a real impact in a collaborative environment while developing your career.
- Qualifications: CTA/ACA qualified or equivalent experience in private client tax.
The predicted salary is between 70000 - 90000 £ per year.
Join a leading Top 10 firm with ambitious growth plans and a strong reputation within the middle market and private client space. This is an outstanding opportunity for an experienced Private Client Tax professional to take on a strategic advisory-focused role within a collaborative and high-performing team.
Working closely with Partners and senior leadership, you will lead complex advisory projects for high-net-worth individuals, families, trusts and owner-managed businesses, while helping shape and develop a growing team across Scotland.
About the Role- Lead and deliver high-value private client advisory projects covering trusts, inheritance tax, capital gains tax and family wealth structuring matters.
- Manage complex client relationships and act as a key point of contact for high-net-worth individuals, family offices, partnerships and privately owned businesses.
- Coordinate across service lines to deliver a seamless client experience while overseeing project delivery, timelines and quality standards.
- Support and develop a growing team of Managers, Assistant Managers and Associates through coaching, mentoring and technical leadership.
- CTA and/or ACA qualified, or able to demonstrate equivalent practical experience within private client tax.
- Strong technical knowledge across trusts, IHT, CGT and broader private wealth advisory matters.
- Proven experience managing complex advisory projects and maintaining strong long-term client relationships.
- Commercially minded with a collaborative approach and an interest in contributing to business development activities.
- Be part of a fast-growing Top 10 firm with clear ambitions and a strong reputation in the private client market.
- Work within an inclusive, supportive and collaborative culture that genuinely values flexibility and professional development.
- Competitive salary and benefits package including hybrid working, healthcare cover, wellbeing support, electric car scheme and performance-related bonus.
Contact Victoria Walker for a confidential discussion.
Equal Opportunity Employer StatementAs 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 Edinburgh employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax 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!
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with trusts, inheritance tax, and capital gains tax. We want to see you shine and demonstrate how your skills can benefit their team!
✨Prepare for the Interview
Do your homework on the firm and its culture. Understand their growth plans and how you can contribute to them. We suggest preparing some thoughtful questions to ask during the interview – it shows you’re genuinely interested and engaged!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Private Client Tax 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 Director role. Highlight your expertise in trusts, inheritance tax, and capital gains tax to show us you’re the right fit!
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 experience can contribute to our ambitious growth plans. Be genuine and let your personality come through.
Showcase Your Advisory Experience: We want to see your track record in managing complex advisory projects. Share specific examples of how you've successfully navigated client relationships and delivered high-value outcomes for high-net-worth individuals or families.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge around trusts, inheritance tax, and capital gains tax. Be ready to discuss specific cases or projects you've worked on that demonstrate your expertise in these areas.
✨Showcase Your Advisory Skills
Prepare examples of how you've managed complex client relationships and delivered high-value advisory projects. Highlight your ability to coordinate across service lines and ensure a seamless client experience.
✨Demonstrate Leadership Potential
Since this role involves supporting and developing a team, think about times when you've coached or mentored others. Share your approach to leadership and how you can contribute to the growth of the team.
✨Be Commercially Minded
Show that you understand the business side of private client tax. Discuss any experience you have with business development activities and how you can help the firm grow its client base while maintaining strong relationships.