Private Client Associate Director

Pro-Tax; City of Edinburgh; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A top-tier firm in Edinburgh is seeking an Associate Director for their Private Client team. This role involves leading client portfolios, delivering complex tax advisory projects, and mentoring junior staff. Ideal candidates will have a strong grasp of UK private client tax and a passion for business development.

Benefits

27 days holiday, with the option to purchase more

Private healthcare and access to virtual GP services

Lifestyle and wellbeing benefits

Paid professional development access

Supportive team culture with progression routes

Qualifications

• ATT / CTA / ACA qualified, or qualified by experience.
• Significant compliance and advisory experience in private client tax.
• Ability to manage projects and develop relationships.

Responsibilities

• Lead and manage a portfolio of private clients.
• Deliver advisory projects in areas such as CGT, IHT, trusts.
• Supervise junior team members and support their development.

Skills

Technical understanding of UK private client tax

Project management

Relationship development

Mentoring junior staff

Commercial approach

Education

ATT / CTA / ACA qualified or qualified by experience

Job description

Associate Director - Private Client Tax
Edinburgh
£65,000 - £85,000 (Hybrid working & Wider Benefits)

We are working with a well-established Top 10 firm who are seeking an Associate Director to join their Private Client team in Scotland.
You will have the chance to work on a wide variety of tax planning and compliance assignments, supporting high-net-worth individuals and family enterprises with tailored, forward-thinking advice.
This is an ideal opportunity for an experienced tax professional who enjoys complex advisory work, team leadership, and long-term client relationship management.

The Role:

• Lead and manage a portfolio of private clients, including complex individuals, family groups, and business owners
• Deliver advisory projects in areas such as CGT, IHT, trusts, business structuring, succession planning, and more
• Supervise and review work from junior team members, while supporting their technical development
• Contribute to business development efforts, alongside directors and partners

What's on Offer:

• 27 days holiday, with the option to purchase more
• Private healthcare and access to virtual GP services
• Lifestyle and wellbeing benefits, including financial tools and electric car scheme
• Paid professional development and access to over 300 on-demand learning courses
• A supportive and inclusive team culture with clear routes for progression

What You'll Bring:

• ATT / CTA / ACA qualified, or qualified by experience
• Strong technical understanding of UK private client tax, with significant compliance and advisory experience
• Ability to manage projects, develop relationships, and mentor junior staff
• A commercial approach with an interest in business development and strategic client planning

If you're looking to step into a senior tax role within a flexible, forward-thinking environment, this could be the ideal next move then contact Victoria Walker on 0161 5297 109 or email [e-mail]

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