Private Client Tax Director

Lusona Consultancy; Glasgow; On-site; GBP 90,000 - 130,000; Full time

Job summary

Lusona Consultancy is working with a highly regarded specialist practice in Glasgow to appoint a Private Client Tax Lead at Senior Manager or Director level. This senior role combines Private Client Tax compliance and advisory, with responsibility for an established portfolio of approximately 400 private clients.

The firm is flexible about the precise balance of the position, potentially weighting more towards advisory for strong advisory expertise or more towards portfolio management for

Qualifications

• Experience across both compliance and advisory work.
• Oversee and review a substantial client portfolio.
• Strong client relationship and communication skills.
• Experience of complex Private Client Tax advisory work.
• A relevant professional qualification such as CTA, ATT, CA or ACCA.

Responsibilities

• Take senior responsibility for an established Private Client Tax portfolio.
• Oversee and review personal tax compliance.
• Provide proactive advice to individuals, business owners and other high-value clients.
• Lead and support more complex Private Client Tax advisory assignments.
• Advise on residence and international tax, IHT, succession and wider personal tax planning.
• Provide personal tax advice connected to corporate transactions, including demergers and MBOs.
• Manage key client relationships, including work for a professional services firm
• Work closely with the Partners and wider tax team.
• Support and develop more junior colleagues.

Skills

Private Client Tax

Client relationships

Advisory experience

Stakeholder management

Education

CTA/ATT/CA/ACCA

Job description

Lusona is working with a highly regarded specialist practice in Glasgow to appoint a Private Client Tax Lead at Senior Manager or Director level.

This is a senior role combining Private Client Tax compliance and advisory, with responsibility for an established portfolio of approximately 400 private clients. The firm is flexible about the precise balance of the position. For someone with particularly strong advisory expertise, the role could be weighted significantly towards advisory work. Alternatively, it could suit an experienced Private Client specialist whose strengths lie in managing a substantial portfolio, reviewing compliance and developing long-term client relationships.

The role

You will:

• Take senior responsibility for an established Private Client Tax portfolio.
• Oversee and review personal tax compliance.
• Provide proactive advice to individuals, business owners and other high-value clients.
• Lead and support more complex Private Client Tax advisory assignments.
• Advise on areas including residence and international tax, IHT, succession and wider personal tax planning.
• Provide personal tax advice connected to corporate transactions, including demergers and MBOs.
• Manage key client relationships, including work for a professional services firm
• Work closely with the Partners and wider tax team.
• Support and develop more junior colleagues.

About you

You will be an experienced Private Client Tax Senior Manager or Director, with strong technical knowledge and the confidence to manage important client relationships.

You should have:

• Experience across both compliance and advisory work.
• The ability to oversee and review a substantial client portfolio.
• Strong client relationship and communication skills.
• Experience of complex Private Client Tax advisory work.
• A relevant qualification such as CTA, ATT, CA or ACCA.

This is an excellent opportunity for an established Director or a Senior Manager looking to step up, take ownership of a significant Private Client Tax portfolio and become a senior specialist within a respected independent tax practice.