Private Client Tax Manager - Compliance & Advisory

Lusona Consultancy (Financial) Limited; City of Edinburgh; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading accountancy and advisory firm is seeking a Private Client Tax Manager to manage a varied portfolio of private clients in Edinburgh or Glasgow. This role involves overseeing compliance and engaging in advisory projects. The ideal candidate is professionally qualified and has a solid grounding in personal tax compliance, with strong communication skills. The firm offers dynamic working arrangements and a competitive salary up to £65,000 plus benefits.

Benefits

Dynamic working

Competitive salary

Collaborative culture

Supportive leadership

Qualifications

• Solid grounding in personal tax compliance with exposure to advisory (preferred).
• Confident communicator who enjoys working directly with clients.
• Proactive, detail-focused, and commercially aware.

Responsibilities

• Manage a varied portfolio of private clients and oversee compliance.
• Support Partners on bespoke advisory projects.
• Review and sign-off complex personal tax returns.
• Develop junior staff and review their work.

Skills

Communication

Tax planning

Client relationship management

Mentoring

Detail orientation

Education

Professionally qualified (ATT / CTA / CA / ACCA)

Job description

Private Client Tax Manager – Compliance & Advisory

Location: Glasgow or Edinburgh (Hybrid / Dynamic Working)
Salary: Up to £65,000 + Excellent Benefits

Looking to take the next step in your tax career with a firm that values flexibility, client impact, and professional growth?

We’re partnering with a leading independent accountancy and advisory firm who are expanding their Private Client / Personal Tax team across Scotland. This is an ideal opportunity for a Personal Tax Manager looking to work with a diverse client base, combining hands‑on compliance with engaging advisory work.

The firm embraces dynamic working — you’ll have the freedom to balance home and office time, with modern offices in both Glasgow and Edinburgh.

The Opportunity

You’ll manage a varied portfolio of private clients, business owners, and high‑net‑worth individuals, overseeing compliance while supporting Partners on bespoke advisory projects such as:

• Tax planning and structuring for business owners and families.
• Capital Gains Tax, Inheritance Tax, and Trust advisory.
• Non‑resident and domicile‑related matters.
• Review and sign‑off of complex personal tax returns.
• Developing junior staff and reviewing their work.
• Building strong client relationships and spotting opportunities to add value.

About You

• Professionally qualified (ATT / CTA / CA / ACCA).
• Solid grounding in personal tax compliance with exposure to advisory (preferred).
• Confident communicator who enjoys working directly with clients.
• Comfortable managing your own portfolio and mentoring junior staff.
• Proactive, detail‑focused, and commercially aware.

Why Join

• ✅ Dynamic working – Vastly home working, with option to work from their Glasgow/Edinburgh offices.
• ✅ Balanced portfolio – a mix of compliance and engaging advisory work.
• ✅ Collaborative, modern culture – supportive leadership and genuine autonomy.
• ✅ Strong client relationships – direct exposure to business owners and HNWIs.
• ✅ Competitive salary up to £65,000 + benefits.

If you’re ready to step into a role where you can truly balance career progression, technical challenge, and work‑life flexibility, this could be your next move. Apply or get in touch with Stuart Ringland to discuss further. Email: [e-mail]