At a Glance
- Tasks: Manage complex personal tax compliance and build strong client relationships.
- Company: Leading independent firm with over 140 years of heritage and a modern approach.
- Benefits: Flexible working options, career progression, and a supportive culture.
- Other info: Commitment to diversity and inclusion, welcoming applicants from all backgrounds.
- Why this job: Work on high-value projects with experienced specialists in a collaborative environment.
- Qualifications: Experience in personal tax compliance and strong interpersonal skills.
The predicted salary is between 40000 - 50000 £ per year.
We are working with one of Scotland's leading independent firms, with more than 140 years of heritage and a modern, forward-thinking approach to professional services. As a Personal Tax Senior Associate, you will work closely with a broad portfolio of high-net-worth individuals, entrepreneurs, family businesses, landed estates, and owner-managed businesses across Scotland and beyond. This firm combines deep technical expertise with a people-first culture built on trust, flexibility, and collaboration.
About the Role
- Managing the delivery of complex personal tax compliance work and supporting a varied private client portfolio.
- Building strong client relationships and providing proactive tax advice across succession planning, inheritance tax, restructuring, and owner-managed business matters.
- Supporting and mentoring junior members of the team while contributing to a positive and collaborative culture.
- Identifying opportunities to add further value to clients and supporting continuous improvement across tax operations and processes.
About the Firm
- One of Scotland's largest and most respected independent accountancy and advisory firms, with a tax team of around 60 professionals.
- A partner-led business with a strong culture of empowerment, autonomy, and direct client exposure.
- Flexible and trust-based working environment, including hybrid and fully remote working options, plus a nine-day fortnight option.
- Ambitious growth plans centred around people, excellence, and innovation, with genuine opportunities for career progression.
Why Should You Be Interested?
- Opportunity to work on complex and high-value advisory projects alongside experienced senior tax specialists.
- Clear progression pathway within a growing and modern independent firm.
- A genuinely flexible working culture focused on outcomes rather than presenteeism.
- Supportive and collaborative environment where your contribution, development, and wellbeing are genuinely valued.
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.
Personal Tax Senior Associate employer: Pro-Tax
As one of Scotland's leading independent firms with over 140 years of heritage, we pride ourselves on a modern, people-first culture that prioritises trust, flexibility, and collaboration. Our Personal Tax Senior Associate role offers the chance to engage with a diverse portfolio of high-net-worth clients while benefiting from a genuinely flexible working environment and clear pathways for career progression. Join us to be part of a supportive team that values your contributions and fosters your professional growth in a dynamic setting.
