Private Client Associate Director

PRO-TAX RECRUITMENT LIMITED; Glasgow; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A leading recruitment firm seeks an Associate Director for their Private Client Tax team in Scotland. This exciting role offers the chance to work with high-net-worth individuals, providing bespoke tax advisory services while fostering junior talent and pursuing business opportunities. Enjoy a competitive salary, hybrid working, and a range of benefits in a collaborative environment.

Benefits

27 days holiday plus option to purchase more

Private medical insurance

Virtual GP access

Electric car scheme

Financial support tools

Funded professional development

Access to 300+ online learning courses

Collaborative and inclusive company culture

Qualifications

• ATT, CTA, ACA qualified or equivalent experience essential.
• Strong expertise in tax compliance and advisory work required.
• Experience in managing projects and client relationships necessary.

Responsibilities

• Manage and develop a portfolio of private clients, including high-net-worth individuals.
• Lead advisory assignments on IHT, CGT, trusts, and succession planning.
• Supervise junior staff and support business development alongside directors.

Skills

Technical expertise in UK private client tax

Project management

Client portfolio management

Mentoring junior staff

Commercial mindset

Education

ATT, CTA, ACA qualified or qualified by experience

Job description

£65,000 - £85,000 (Hybrid working & Wider Benefits)

We are currently working with a well-established Top 10 firm looking to appoint an Associate Director within their growing Private Client Tax team in Scotland.

This role offers the opportunity to work on a diverse mix of tax planning and compliance projects for high-net-worth individuals, family businesses, and trusts. You will provide strategic, bespoke advice to a long-standing and varied client base.

An excellent opportunity for a seasoned tax professional who thrives on delivering complex advisory work, developing talent, and managing lasting client relationships.

Key Responsibilities:

Manage and develop a portfolio of private clients, including high-net-worth individuals, family groups, and business owners

Lead a range of advisory assignments including IHT, CGT, trusts, succession planning, and family business structuring

Review and supervise the work of junior staff, while playing a key role in mentoring and technical development

Support the wider team in identifying and pursuing business development opportunities alongside directors and partners

What's on Offer:

27 days holiday, plus the option to purchase additional days

Private medical insurance and access to a virtual GP service

A comprehensive range of lifestyle and wellbeing benefits, including an electric car scheme and financial support tools

Funded professional development, with access to 300+ online learning courses

A collaborative, inclusive working culture with structured opportunities for progression

What You'll Need:

ATT, CTA, ACA qualified or qualified by experience

Strong technical expertise in UK private client tax, including both compliance and advisory work

Experience managing projects and a client portfolio

Confident in leading and developing junior team members

A commercial mindset and an interest in contributing to business growth

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.