Private Client Tax Senior Manager – Advisory

Accounting
Midlothian
November 10, 2025
Permanent
Urgent

Job Description

Personal Tax Senior Manager – Advisory

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

Ready for a role that’s pureadvisory – 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 or apply to explore further.

Location

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