Private Client Tax Associate Director

Lusona Consultancy (Group) Limited; Glasgow; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Lusona Consultancy (Group) Limited in Glasgow is seeking an experienced Private Client Tax professional to lead the private client advisory practice and grow the portfolio across Scotland. You will oversee complex advisory work for high net worth individuals, business owners and trustees, delivering strategic tax planning while mentoring a team.

The role blends hands-on advisory leadership with business development, client relationship management and cross‑firm collaboration, with hybrid working

Qualifications

• Strong technical background in Private Client/ Personal Tax.
• Experience delivering complex advisory work.
• Experience advising business owners, trustees and/or high net worth individuals.
• Ability to develop relationships with new clients and professional contacts.

Responsibilities

• Lead the delivery of high‑quality private client advice in Glasgow.
• Provide senior oversight of the private client compliance work.
• Identify and develop advisory opportunities from existing and prospective clients.
• Drive business development and cross‑firm collaboration to grow the practice.

Skills

Private Client Tax

Advisory experience

Business development

Client relationship management

Leadership / people management

Education

CTA or equivalent qualification

Job description

Glasgow | Up to £80,000 + Benefits | Hybrid Working

This is an outstanding opportunity for an experienced Private Client Tax professional to take a lead role within a major national firm’s Glasgow practice, assuming responsibility for an established private client portfolio while playing a central role in developing the business across Scotland.

This is much more than a portfolio management position.

The successful candidate will become a key senior figure within the Glasgow tax team, leading the delivery of high-quality private client advice while actively identifying and developing new advisory opportunities from both existing and prospective clients.

The Opportunity

You will take ownership of a varied portfolio incorporating business owners, entrepreneurs, trustees and high net worth individuals, acting as a trusted adviser and identifying opportunities to provide broader and more sophisticated tax advice.

The work will be genuinely advisory-led and could include areas such as:

• Profit extraction and remuneration planning
• Business disposals and exit planning
• Shareholder and personal succession planning
• Trust and estate-related matters
• Individual relocation and wider personal tax planning
• Complex tax issues arising from privately owned businesses and family wealth

You will also provide senior-level oversight of the compliance work delivered by the wider tax compliance team, allowing you to concentrate increasingly on client relationships, advisory work and business development.

Lead the Growth of Private Client Tax in Glasgow

A major attraction of this position is the opportunity to have a genuine influence over the continued development of the Glasgow private client offering.

You will be encouraged to lead from the front on business development, working closely with colleagues across the wider firm to uncover opportunities.

This will include attending meetings and developing opportunities alongside the Glasgow Corporate Tax Partner, working collaboratively with the Financial Planning team, and building relationships across other service lines.

Importantly, you will also have the autonomy and support to develop your own external network, originate new relationships and help bring new private client work into the firm.

For someone who enjoys the commercial side of professional practice, this provides the opportunity to build something rather than simply inherit and maintain a portfolio.

Who Are We Looking For?

We are keen to speak with experienced Private Client Tax professionals currently operating at Senior Manager or Associate Director level, or individuals with equivalent experience who are ready for a broader leadership role.

You will ideally combine:

• A strong technical background in Private Client / Personal Tax
• Significant experience delivering complex advisory work
• Experience advising business owners, trustees and/or high net worth individuals
• The confidence to operate as a senior client adviser
• The ability to identify additional advisory opportunities from existing relationships
• A commercial mindset and genuine appetite for business development
• The credibility to develop relationships with new clients and professional contacts
• CTA or another relevant professional qualification, although equivalent experience will also be considered

You do not need to arrive with a ready-made book of business. What matters is having the technical credibility, relationship-building skills and commercial ambition to develop one.

Why Consider It?

You will be joining a highly regarded Scottish tax team while benefiting from the resources, expertise and opportunities that come with being part of a substantial national and international professional services firm.

There is also genuine longer-term progression potential. For someone who performs well, develops the Glasgow portfolio and demonstrates their ability to originate and grow work, there is scope to progress to Director and potentially beyond.