Private Client Associate Director

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

Job summary

A well-established top-tier consultancy in Edinburgh seeks an Associate Director for their Private Client team. This role involves managing a diverse portfolio of high-net-worth clients, delivering advisory projects in areas like capital gains tax and succession planning. The successful candidate should have significant compliance and advisory experience, alongside the ability to mentor junior staff. This position offers hybrid working options and a range of attractive benefits, including 27 days of holiday and private healthcare.

Benefits

27 days holiday

Private healthcare

Financial tools and electric car scheme

Paid professional development

Supportive team culture

Qualifications

• Significant compliance and advisory experience in private client tax.
• Ability to mentor junior staff effectively.
• A commercial approach to client planning.

Responsibilities

• Lead and manage a diverse portfolio of private clients.
• Deliver advisory projects in CGT, IHT, trusts, and business structuring.
• Supervise and nurture junior team members' development.
• Contribute to business development alongside senior leadership.

Skills

Strong technical understanding of UK private client tax

Project management

Relationship development

Mentoring junior staff

Business development interest

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]

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.