Private Client Tax Associate Director

Lusona Consultancy; Glasgow; Hybride; GBP 48 000 - 80 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Résumé du poste

Lusona Consultancy is recruiting a Private Client Tax leader in Glasgow, hybrid working, for a major national firm. You will oversee an established private client portfolio including business owners, trustees and high net worth individuals, while driving advisory growth across Scotland.

As a senior figure in the Glasgow tax team, you will lead high-quality advisory work, identify new opportunities, and collaborate with cross-functional teams to expand the firm’s private client offerings.

Qualifications

• Strong technical background in Private Client/Personal Tax.
• Significant experience delivering complex advisory work.
• Excellent client relationship and business development skills.

Responsabilités

• Lead delivery of high-quality private client advice to proprietors, trustees and high net worth individuals.
• Provide senior-level oversight of the private client compliance work by the wider team.
• Develop and expand the Glasgow private client portfolio across Scotland through business development.
• Attend meetings with clients and cross-sell advisory services across the firm.

Connaissances

Private Client Tax

Advisory experience

Business development

Leadership

Formation

CTA or equivalent

Description du poste

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 Manager, 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 and 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.