Private Client Tax Senior Manager - Advisory

Lusona Consultancy (Financial) Limited; City of Edinburgh; Hybrid; GBP 65,000 - 78,000; Full time

Job summary

A leading financial consultancy in Scotland seeks a Personal Tax Senior Manager to deliver bespoke advisory services without compliance overheads. The ideal candidate should have CTA/CA/ACCA qualifications and experience with high-net-worth individuals. This role offers an opportunity for direct client interaction, mentorship, and a dynamic working environment, with a competitive salary of up to £78,000 plus benefits.

Benefits

Dynamic working model

Direct client ownership

Competitive salary and transparent benefits

Qualifications

• Qualified with deep experience in private client tax.
• Proven record of advising high-net-worth clients.
• Strong communication skills to simplify complex tax matters.

Responsibilities

• Lead advisory delivery with bespoke tax planning.
• Engage directly with clients on strategic tax structuring.
• Mentor juniors and contribute to the growth of the advisory practice.

Skills

Private client tax expertise

Client relationship building

Problem-solving

Commercial acumen

Mentoring skills

Education

CTA / CA / ACCA qualification

Job description

Personal Tax Senior Manager – Advisory

Location: Glasgow or Edinburgh (Hybrid / Dynamic Working)
Salary: Up to £78,000 + Benefits

Ready for a role that’s pureadvisory — not “advisory-with-a-side-of-compliance”? 😎

We’re supporting a forward-thinking, independent advisory firm as they continue scaling their Private Client Advisory practice across Scotland. They’re seeking a Senior Manager who thrives on problem-solving, building trusted client relationships, and delivering genuinely strategic advice to entrepreneurs, HNW individuals, family-owned businesses, and wealth‑creators.

This isn’t a back‑office tax role — it’s a seat at the table with business owners, helping shape decisions that matter.

What You’ll Lead:

• Pure advisory delivery — bespoke tax planning, structuring & optimisation.
• Complex private client work — CGT, IHT, trusts, business succession, family wealth.
• Strategic input into client structuring across personal & business assets.
• Direct client interaction — no being “shielded” behind Partners.
• Commercial development — spotting opportunities, shaping solutions, winning work.
• Mentoring talented juniors and helping grow a modern advisory practice.

What You’ll Bring:

• CTA / CA / ACCA qualified with deep private client tax expertise.
• A track record advising business owners, entrepreneurs & HNW clients.
• Ability to simplify complex tax matters & communicate with clarity.
• Commercial nous — you enjoy building relationships & shaping solutions.
• Leadership qualities — ability to guide, mentor, and inspire others.

What Makes This Different:

• ✅ Pure advisory — no compliance treadmill.
• ✅ Dynamic working model — blend office/home to suit your life.
• ✅ Direct client ownership — build deep, long‑term relationships.
• ✅ Influence the direction of a growing advisory offering.
• ✅ Up to £80,000 + benefits — competitive & transparent.

If you’re a private client tax expert looking for a role defined by impact, autonomy, and strategic advisory, not volume and box‑ticking, this is the move.

📩 Emai me in confidence to [e-mail] or apply to explore further.