Private Client Tax Senior Manager / Director – Edinburgh (Hybrid)

📍 Location: Edinburgh (Hybrid)
💰 Salary: Competitive + Benefits
📢 Level: Senior Manager / Director
📅 Job Type: Full-time, Permanent

Are you an experienced Private Client Tax professional looking for a leadership role with a strong focus on tax compliance management? Do you want the flexibility to shape your role, with the option to engage in advisory work too?

This is a fantastic opportunity to join a well-established and growing Top 20 UK accountancy firm, where you'll manage a diverse portfolio of high-net-worth individuals (HNWIs), trusts, and complex personal tax clients. You’ll play a key role in ensuring compliance excellence, developing the team, and identifying opportunities for value-added advisory services.

The Opportunity

This firm has a strong reputation for delivering expert personal tax solutions, combining technical knowledge, commercial insight, and client-focused service. In this role, you will:

• Manage a portfolio of private clients, overseeing tax compliance and ensuring all work is completed accurately and efficiently.

• Lead, mentor, and develop junior team members, reviewing complex tax returns and providing technical support.

• Spot opportunities for tax planning and advisory work, helping clients navigate complex tax matters such as residence, domicile, trusts, and capital taxes.

• Work closely with Partners and Directors on key client projects and attend client meetings.

• Play a role in business development by identifying and securing new advisory opportunities.

• Ensure high levels of client satisfaction, acting as a key point of contact for tax-related queries.

What We’re Looking For

✅ Strong experience in private client tax compliance, ideally gained within a professional services firm.
✅ A professional qualification such as ATT, CTA, CA, ACCA, or ACA (or equivalent experience).
✅ Strong technical knowledge of personal tax, trusts, capital taxes, and UK tax regulations.
✅ Leadership experience, with the ability to mentor and develop junior team members.
✅ Commercial awareness, with the ability to identify opportunities for advisory work.
✅ Excellent client relationship skills and the ability to communicate complex tax matters effectively.

Why Join?

🌟 Work with high-calibre private clients, including HNWIs and trusts.
🌟 A hybrid working model, offering flexibility to balance your professional and personal life.
🌟 A supportive and collaborative culture, where career development is a priority.
🌟 Competitive salary, comprehensive benefits, and genuine work-life balance.
🌟 The opportunity to progress to Director level and beyond.

How to Apply

If you’re a private client tax specialist looking for a leadership role in a growing firm, 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