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- 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 professional development.
- Benefits: Enjoy hybrid working, 27 days holiday, private healthcare, and access to over 300 learning courses.
- Why this job: This role offers a chance to make a real impact while developing your leadership skills in a dynamic environment.
- Qualifications: ATT/CTA/ACA qualified or equivalent experience with strong UK private client tax knowledge.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 55000 - 75000 £ per year.
Associate Director – Private Client Tax
Edinburgh
£65,000 – £85,000 (Hybrid working & Wider Benefits)
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
What\’s on Offer:
- 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
What You\’ll Bring:
- 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 0161 5297 109 or email
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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.
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Private Client Associate Director employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Associate Director
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can give you insights into the firm’s culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in UK private client tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss your experience in managing complex advisory projects. Think of specific examples where you've successfully led teams or developed client relationships, as these will be crucial in showcasing your suitability for the role.
✨Tip Number 4
Research the firm’s values and recent achievements. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their goals will make a strong impression during your discussions.
We think you need these skills to ace Private Client Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, particularly any work with high-net-worth individuals and family enterprises. Emphasise your qualifications (ATT/CTA/ACA) and relevant advisory projects you've led.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your experience in managing complex tax planning assignments and your ability to mentor junior staff, as these are key aspects of the position.
Showcase Your Technical Skills: Be specific about your technical understanding of UK private client tax. Mention any relevant projects or experiences that demonstrate your expertise in areas like CGT, IHT, trusts, and business structuring.
Highlight Business Development Experience: Since the role involves contributing to business development, include examples of how you've successfully developed client relationships or contributed to strategic planning in previous roles.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Technical Expertise
As a Private Client Associate Director, you'll need to demonstrate a strong understanding of UK private client tax. Be prepared to discuss your experience with CGT, IHT, trusts, and business structuring in detail, as this will show your capability to handle complex advisory work.
✨Highlight Leadership Skills
Since the role involves supervising junior team members, it's crucial to showcase your leadership abilities. Share examples of how you've mentored others or led projects, emphasising your approach to developing talent within your team.
✨Discuss Business Development Experience
The firm is looking for someone with a commercial mindset. Be ready to talk about your previous experiences in business development and how you've contributed to strategic client planning. This will demonstrate your ability to drive growth and build long-term relationships.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions about the firm's culture, their approach to client management, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
