At a Glance
- Tasks: Lead complex tax advisory work for high-net-worth clients and entrepreneurial families.
- Company: Respected independent accountancy firm with over 140 years of history.
- Benefits: Flexible working options, strong work-life balance, and a supportive team culture.
- Other info: Join a growing firm with ambitious plans and opportunities for personal development.
- Why this job: Shape the future of a modern private client team while making a real impact.
- Qualifications: Experience in private client tax advisory and strong relationship management skills.
The predicted salary is between 80000 - 100000 £ per year.
An exciting opportunity has arisen for an experienced Private Client Tax Director to join one of Scotland's most respected independent accountancy firms. This role offers the chance to work closely with high-net-worth individuals, entrepreneurial families, landed estates, and owner-managed businesses on complex and commercially focused advisory matters.
Joining a growing and modern private client team, you will play a key role in shaping the future direction of the service line as the firm continues its ambitious growth journey.
About the Role- Lead and deliver complex private client advisory work across inheritance tax planning, succession planning, restructuring, and owner-managed business advisory.
- Manage and further develop long-standing relationships with HNWIs, entrepreneurial families, landed estates, and business owners across Scotland and beyond.
- Work closely with Partners and senior leadership to support the continued growth and strategic development of the private client offering.
- Mentor and develop junior members of the team while acting as a trusted technical specialist internally and externally.
- Long-established independent Scottish accountancy firm with over 140 years of history and a strong reputation in the Scottish market.
- Employees across offices in Edinburgh, Glasgow, Inverness, and London, with a highly flexible and modern working model that can be fully remote.
- Partner-led business with a strong focus on empowerment, autonomy, and meaningful client relationships.
- Ambitious five-year strategic growth plan centred around people, excellence, and growth.
- Opportunity to join a highly respected independent firm that genuinely values flexibility, trust, and work-life balance.
- Exposure to a broad and evolving private client portfolio including landed estates, entrepreneurs, family businesses, and succession-focused advisory work.
- Flexible working culture including hybrid, remote, and nine-day fortnight options for the right individual.
- Clear opportunity to influence the future growth and direction of a modern and ambitious private client team.
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.
Private Client Tax Director in Edinburgh employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
