Private Client Tax Senior

Location: Edinburgh or Glasgow
Salary: Up to £45,000 + Benefits
Hybrid working | Prestigious independent firm | Excellent career development

Are you an experienced Private Client Tax professional looking to take the next step in your career?
This is a fantastic opportunity to join a respected independent Scottish firm with a leading reputation in Private Client and Tax work.

Their Private Client Tax team advises a wide range of clients including HNWI's, landed estates, rural businesses, trusts, executries and family OMB's. The team is known for its high-quality technical work, collaborative culture and genuine work-life balance.

The Role

As a Tax Senior within the Tax compliance team, you’ll manage a portfolio of private client cases under the supervision of the Tax Manager, ensuring exceptional client service and technical accuracy across all workstreams.

Your responsibilities will include:

• Preparation of annual tax returns for individuals, trusts and estates

• Capital Gains Tax calculations and income tax claims

• Trust registration and related compliance matters

This is a hands-on role that combines client contact, technical delivery, and collaboration with highly experienced advisors.

About You

• ATT qualified (or qualified by experience)

• Ideally a minimum of 3-5 years' practical tax compliance experience within an legal or accountancy firm 

• Strong attention to detail and organisational skills

• Proactive and personable approach with a genuine focus on client service

• Strong numeracy and IT skills, particularly with Microsoft Office

• Support is available to pursue further professional qualifications such as CTA or STEP, if desired.

• Career development opportunities to step up into Management

What’s on Offer

• Salary up to £42,000 + Benefits

• Technical training, including on trusts if not gained to date

• Exposure to high-quality private client and trust work in a leading Scottish firm

• Hybrid and flexible working arrangements

• Supportive and collaborative working culture

• Clear pathway for career progression and development

This is an ideal move for someone seeking to deepen their technical expertise while enjoying a positive, modern, and people-focused working environment. For further information contact Stuart Ringland at stuart@lusona.co.uk