Private Client Tax Senior Manager / Director

Job title:

Private Client Tax Senior Manager / Director

Company

Lusona Consultancy

Job description

Private Client Tax Senior Manager / Director – Edinburgh (Hybrid)📍 Location: Edinburgh (Hybrid)
💰 Salary: up to £85,000 (DOE) + Benefits
📢 Level: Senior Manager / Director
📅 Job Type: PermanentAre 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), partnerships and OMB’s. You’ll play a key role in ensuring compliance excellence, developing the team, and identifying opportunities for value-added advisory services.The OpportunityThis 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.

Our client is looking for:✅ Strong experience in private client tax compliance,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.
🌟 Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
🌟 Competitive salary, comprehensive benefits, and genuine work-life balance.
🌟 The opportunity to progress to Director level and beyond.How to ApplyIf you’re a private client tax specialist looking for a leadership role (full-time or part-time) 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:

Expected salary

£65000 – 85000 per year

Location

Edinburgh

Job date

Thu, 03 Jul 2025 03:51:05 GMT

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