Private Client Tax Associate Director / Director

Lusona Consultancy (Financial) Limited; Glasgow; Hybrid; GBP 80,000 - 95,000; Full time

Job summary

A prestigious accountancy and advisory firm is seeking an Associate Director or Director for their Private Client Tax team in Glasgow, Edinburgh, or Aberdeen. This role involves leading tax advisory projects for high-net-worth clients and managing critical relationships. Candidates should have a CTA or similar qualification, with strong expertise in advisory services. The firm promotes a high-performing culture and offers a salary of up to GBP95,000 with excellent benefits.

Benefits

Comprehensive benefits

Hybrid working

Access to tax training resources

Qualifications

• Proven expertise in advising high–net–worth individuals.
• Strong commercial acumen and ability to lead projects.
• Experience managing compliance and advisory cases.

Responsibilities

• Lead strategic tax advisory work for clients.
• Manage key client relationships as a trusted advisor.
• Collaborate with Partners on business development.
• Provide mentorship and guidance to the team.
• Ensure technical excellence and timely delivery.

Skills

Advising high-net-worth individuals

Strategic tax advisory

Project management

Team development

Commercial acumen

Education

CTA and/or CA/ACA/ACCA qualification

Job description

Private Client Tax – Associate Director / Director
Location: Glasgow, Edinburgh or Aberdeen (Hybrid Working)
Salary: Up to GBP95,000 + Excellent Benefits

Are you a strategic Private Client Tax specialist ready to take your advisory and leadership skills to the next level? A prestigious accountancy and advisory firm is seeking an Associate Director or Director to join their expanding Private Client Tax team. With flexibility to be based in Glasgow, Edinburgh or Aberdeen, this is a rare opportunity to shape the future of a market–leading practice while enjoying hybrid working and first–class career development.

The Role

You'll work with an impressive portfolio of high–net–worth individuals, business owners, family offices, partnerships and trusts. The focus is on complex advisory projects – succession planning, UK/offshore structuring, trust matters, and entrepreneurial exits. As Associate Director, you'll:

• Lead strategic tax advisory work, delivering innovative, client–focused solutions
• Manage key relationships, acting as a trusted advisor to clients
• Collaborate with Partners on high–value planning opportunities and business development
• Assist the Scotland Private Client Tax Partner develop a team of skilled tax professionals, offering mentorship and guidance
• Ensure technical excellence, timely delivery, and a strong team culture

What we are Looking For

We want someone who thrives in a fast–paced, advisory–led environment and is passionate about creating value for clients. Ideally, you'll have:

• CTA and/or CA/ACA/ACCA qualification (or equivalent experience)
• Proven expertise in advising high–net–worth individuals and private clients
• Strong commercial acumen and ability to lead projects from start to finish
• Experience managing a mixed portfolio of compliance and advisory cases
• A team–focused mindset with a passion for developing others

What's On Offer

This firm offers an inclusive and progressive environment with excellent rewards:

• Up to GBP95,000 (DOE) + comprehensive benefits
• Hybrid working
• A high–performing, collaborative culture focused on quality and innovation
• Access to industry–leading tax training and development resources

If you're ready to bring your technical expertise and leadership to a role with real impact, please contact Stuart Ringland at