Personal Tax Senior Manager – Advisory

Location: Glasgow or Edinburgh (Hybrid / Dynamic Working)
Salary: Up to £78,000 + Benefits

Ready for a role that’s pure advisory — not “advisory-with-a-side-of-compliance”? 😎

We’re supporting a forward-thinking, independent advisory firm as they continue scaling their Private Client Advisory practice across Scotland. They’re seeking a Senior Manager who thrives on problem-solving, building trusted client relationships, and delivering genuinely strategic advice to entrepreneurs, HNW individuals, family-owned businesses, and wealth-creators.

This isn’t a back-office tax role — it’s a seat at the table with business owners, helping shape decisions that matter.

What You’ll Lead:

• Pure advisory delivery — bespoke tax planning, structuring & optimisation.
• Complex private client work — CGT, IHT, trusts, business succession, family wealth.
• Strategic input into client structuring across personal & business assets.
• Direct client interaction — no being “shielded” behind Partners.
• Commercial development — spotting opportunities, shaping solutions, winning work.
• Mentoring talented juniors and helping grow a modern advisory practice.

What You’ll Bring:

• CTA / CA / ACCA qualified with deep private client tax expertise.
• A track record advising business owners, entrepreneurs & HNW clients.
• Ability to simplify complex tax matters & communicate with clarity.
• Commercial nous — you enjoy building relationships & shaping solutions.
• Leadership qualities — ability to guide, mentor, and inspire others.

What Makes This Different:

✅ Pure advisory — no compliance treadmill.
✅ Dynamic working model — blend office/home to suit your life.
✅ Direct client ownership — build deep, long-term relationships.
✅ Influence the direction of a growing advisory offering.
✅ Up to £80,000 + benefits — competitive & transparent.

If you’re a private client tax expert looking for a role defined by impact, autonomy, and strategic advisory, not volume and box-ticking, this is the move.

📩 Emai me in confidence to stuart@lusona.co.uk or apply to explore further.