Private Client Tax Associate Director

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

Job summary

A leading tax advisory firm is seeking an experienced Associate Director for their Private Client team in Edinburgh. The role involves managing high-net-worth portfolios, delivering complex tax advice, and supervising junior staff in a supportive, hybrid-working environment that emphasizes professional growth.

Benefits

27 days holiday with purchase option

Private healthcare and virtual GP access

Lifestyle and wellbeing benefits

Paid professional development

Supportive team culture

Qualifications

• Strong technical understanding of UK private client tax.
• Significant compliance and advisory experience.
• Experience in business development and strategic client planning.

Responsibilities

• Lead and manage a portfolio of private clients.
• Deliver advisory projects on tax matters like CGT, IHT, and trusts.
• Supervise and mentor junior team members.

Skills

Project management

Relationship development

Mentoring

Commercial approach

Education

ATT / CTA / ACA qualified

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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