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Private Client Associate Director

Pro-Tax

Scotland

Hybrid

GBP 65,000 - 85,000

Full time

2 days ago
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Job summary

A leading tax consultancy in the UK is seeking an Associate Director in Private Client Tax to manage a diverse portfolio of clients. The candidate will perform complex advisory work and develop long-term client relationships while mentoring junior staff. The role offers hybrid working, an attractive salary range (£65,000 - £85,000), and extensive benefits including healthcare, paid professional development, and a supportive team culture that promotes progression.

Benefits

27 days holiday plus options to purchase more
Private healthcare
Lifestyle and wellbeing benefits
Paid professional development
Supportive team culture with progression routes

Qualifications

  • Strong technical understanding of UK private client tax with significant compliance experience.
  • Ability to manage projects and develop strategic client plans.
  • Commercial approach with interest in business development.

Responsibilities

  • Lead and manage a portfolio of private clients including complex individuals.
  • Deliver advisory projects in areas like CGT, IHT, and succession planning.
  • Supervise and mentor junior team members.

Skills

UK private client tax knowledge
Project management
Relationship development
Mentoring junior staff

Education

ATT / CTA / ACA qualified or equivalent experience
Job description
Associate Director - Private Client Tax

Aberdeen

£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 victoria.walker@pro-tax.co.uk

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.

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