Private Client Tax Associate Director / Director

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

Job summary

A prestigious accountancy firm seeks an Associate Director or Director in Private Client Tax in Glasgow, Edinburgh, or Aberdeen. The role involves managing complex tax advisory projects for high-net-worth individuals while fostering team development in a hybrid working environment. Competitive salary and comprehensive benefits offered.

Benefits

Comprehensive benefits package

Access to industry-leading tax training

Inclusive and progressive work culture

Qualifications

• Expertise in advising high-net-worth individuals and private clients.
• Experience managing mixed portfolios of compliance and advisory cases.
• Passion for developing others and leading projects.

Responsibilities

• Lead strategic tax advisory work for high-net-worth individuals.
• Manage key relationships and serve as a trusted advisor.
• Collaborate with Partners on business development and planning.

Skills

Strategic tax advisory

Client relationship management

Leadership and mentorship

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 £95,000 + 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 developa 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 £95,000(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 [e-mail]