Private Client Advisory Senior Manager / Director – Edinburgh
📍 Location: Edinburgh
💰 Salary: Competitive + Excellent Benefits
📢 Level: Senior Manager / Director
📅 Job Type: Permanent

Are you an experienced Private Client Tax professional looking for the next step in your career? Do you thrive on complex tax planning and enjoy working with entrepreneurs, high-net-worth individuals (HNWIs), and/or trusts, and landed estates? If so, we have an exciting opportunity for you.

The Opportunity

Our client, a leading independent firm in Edinburgh, is seeking a Private Client Advisory Senior Manager or Director to join their growing team. This is a rare opportunity to take on a high-impact, client-facing role, delivering high-quality tax advisory services to a diverse and prestigious client base.

What You’ll Do

• Provide expert tax advisory services to private clients, including HNWIs, trusts, landed estates, business owners, and entrepreneurs.
• Deliver high-level personal tax planning, inheritance tax (IHT), capital gains tax (CGT), succession planning, and family wealth structuring.
• Build and maintain strong relationships with clients, acting as a trusted advisor on all aspects of their personal tax affairs.
• Support business development efforts by identifying and capitalising on opportunities to expand the firm’s private client advisory services.
• Work closely with colleagues across the firm, including colleagues in personal tax and corporate tax
• Lead, mentor, and develop junior team members, fostering a culture of technical excellence and client service.

What our client is looking for

✅ Extensive private client tax experience at a senior level, ideally within a professional services or accountancy firm.
✅ Strong technical expertise in personal tax planning, particularly IHT and CGT
✅ Proven ability to build strong client relationships and deliver high-quality advisory services.
✅ Experience leading and developing teams, with a passion for mentoring and knowledge sharing.
✅ A professional qualification such as CTA, STEP, CA, ACA is highly desirable.
✅ Commercially aware, with an interest in business development and growing the firm's private client advisory offering.

Why Join?

🌟 A dynamic and ambitious firm with a strong reputation in the private client space.
🌟 The opportunity to work with high-calibre clients and complex tax advisory work.
🌟 A supportive and collaborative team environment.
🌟 Flexible and remote working options.
🌟 Clear career progression opportunities, with the potential for partnership.

🌟 Competitive £salary whether joining as Senior Manager or Director

How to Apply

If you’re a Private Client Tax specialist looking to take the next step in your career, we’d love to hear from you. Apply now or contact Stuart Ringland at Lusona Consultancy for a confidential discussion.

📩 Email: stuart@lusona.co.uk