At a Glance
- Tasks: Lead complex private client advisory projects and manage long-standing client relationships.
- Company: Top 30 professional services firm with a strong reputation and collaborative culture.
- Benefits: Competitive salary, strong benefits, flexible hybrid working, and clear progression opportunities.
- Other info: Supportive leadership team with genuine investment in career development.
- Why this job: Join a growing team focused on high-quality advisory work with ambitious growth plans.
- Qualifications: Experience in private client tax advisory and strong relationship management skills.
The predicted salary is between 60000 - 80000 £ per year.
A Top 30 Firm is offering an exciting opportunity for an experienced Private Client Tax Advisory Senior Manager, or a promising manager ready to step up a chance to join a growing and highly respected team in Scotland. This role offers the opportunity to work with a broad portfolio of HNWIs, landed estates, trusts, and entrepreneurial families while focusing on complex advisory‑led work. Following a strategic split between compliance and advisory, the firm is investing heavily in its advisory capability and is looking for an experienced professional to help drive that growth.
About the Role
- Lead on complex private client advisory projects across areas including Inheritance Tax, Trusts & Estates, succession planning, and shareholder transactions.
- Manage and develop long‑standing client relationships while acting as a trusted adviser to HNWIs, family businesses, and landed estates.
- Support and mentor junior team members while playing a key role in the leadership and strategic direction of the Private Client team.
- Work closely with Partners and wider service lines to identify business development opportunities and deliver high‑quality technical advice.
About the Firm
- Leading professional services firm with over 1,000 employees across the UK, Ireland, and the USA.
- Strong reputation within the mid‑market, supporting private clients, owner‑managed businesses, and entrepreneurial families.
- Collaborative and people‑focused culture with genuine investment in career development and progression.
- Flexible and agile working environment with modern offices and a strong commitment to ESG and community initiatives.
Why Should You Be Interested?
- Opportunity to join a growing advisory‑focused private client team of 50‑60 people with significant investment and ambitious growth plans.
- Exposure to high‑quality, complex advisory work with an established and loyal client base, working alongside an ex Big 4 Partner.
- Clear progression opportunities within a supportive and highly regarded leadership team.
- Competitive Senior Manager package, strong benefits offering, and flexible hybrid working.
Contact Victoria Walker on 0161 5297 109 or email victoria.walker@pro-tax.co.uk for a confidential discussion.
Private Client Advisory Senior Manager in Glasgow employer: Pro-Tax
Join a leading professional services firm in Glasgow or Edinburgh, where you will be part of a collaborative and people-focused culture that genuinely invests in your career development. With a strong commitment to flexible working and ESG initiatives, this role offers the chance to work on complex advisory projects for high-net-worth individuals and family businesses, while also providing clear progression opportunities within a supportive leadership team.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advisory Senior Manager 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. 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, make sure to highlight your experience with complex advisory projects. Share specific examples of how you've helped clients with Inheritance Tax or succession planning. We want to see your skills shine!
✨Be a Team Player
During interviews, emphasise your ability to mentor and support junior team members. Firms like the one we’re discussing value collaboration and leadership, so show them you can contribute to a positive team culture while driving results.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that role! We’ve got all the resources you need to make your application stand out, and we’re here to help you every step of the way.
We think you need these skills to ace Private Client Advisory Senior Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisory role. Highlight your experience with HNWIs, trusts, and estates, and don’t forget to showcase any leadership roles you've had. We want to see how you can bring value to our growing team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client advisory work and how your skills align with our firm's goals. Remember, we love a good story, so share your journey and what excites you about this opportunity.
Showcase Your Advisory Skills:In your application, be sure to highlight your experience in complex advisory projects, especially around Inheritance Tax and succession planning. We’re looking for someone who can lead and mentor, so let us know how you've done that in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on the key areas of private client tax advisory, especially Inheritance Tax, Trusts & Estates, and succession planning. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to tackle complex advisory projects.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed and developed long-standing client relationships in the past. Highlight your ability to act as a trusted adviser, especially for high-net-worth individuals and family businesses, as this is crucial for the role.
✨Demonstrate Leadership Potential
Since the role involves mentoring junior team members and contributing to the strategic direction of the team, be ready to discuss your leadership experiences. Share specific instances where you've supported others or led projects to success.
✨Align with Their Values
Research the firm's commitment to ESG and community initiatives. Be prepared to discuss how your values align with theirs and how you can contribute to their collaborative and people-focused culture. This will show that you're not just looking for a job, but a place where you can grow and make an impact.
