Private Client Tax Senior Manager / Director

Lusona Consultancy (Financial) Limited; City of Edinburgh; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A leading UK accountancy firm is looking for a Private Client Tax Senior Manager/Director in Edinburgh. This role offers the chance to manage a diverse portfolio of HNWIs, focusing on tax compliance while providing advisory services. The position promises flexibility in a hybrid working environment, a competitive salary, and opportunities for progression.

Benefits

Flexibility of core hours

Two home working days

Comprehensive benefits

Genuine work-life balance

Qualifications

• Strong experience in private client tax compliance.
• Professional qualification in tax or accounting.
• Ability to mentor and develop junior team members.

Responsibilities

• Manage a portfolio of private clients and oversee tax compliance.
• Lead and mentor junior team members.
• Identify opportunities for tax planning and advisory work.

Skills

Tax compliance management

Client relationship skills

Technical knowledge of personal tax

Leadership and mentoring

Commercial awareness

Education

ATT, CTA, CA, ACCA, ACA or equivalent experience

Job description

Private Client Tax Senior Manager / Director – Edinburgh (Hybrid)

Location: Edinburgh (Hybrid)
Salary: up to £85,000 (DOE) + Benefits
Level: Senior Manager / Director
Job Type:Permanent

Are you an experienced Private Client Tax professional looking for a leadership role with a strong focus on tax compliance management? Do you want the flexibility to shape your role, with the option to engage in advisory work too?

This is a fantastic opportunity to join a well-established and growing Top 20 UK accountancy firm, where you'll manage a diverse portfolio of high-net-worth individuals (HNWIs), partnerships and OMB's. You’ll play a key role in ensuring compliance excellence, developing the team, and identifying opportunities for value-added advisory services.

The Opportunity

This firm has a strong reputation for delivering expert personal tax solutions, combining technical knowledge, commercial insight, and client-focused service. In this role, you will:

• Manage a portfolio of private clients, overseeing tax compliance and ensuring all work is completed accurately and efficiently.
• Lead, mentor, and develop junior team members, reviewing complex tax returns and providing technical support.
• Spot opportunities for tax planning and advisory work, helping clients navigate complex tax matters such as residence, domicile, trusts, and capital taxes.
• Work closely with Partners and Directors on key client projects and attend client meetings.
• Play a role in business development by identifying and securing new advisory opportunities.
• Ensure high levels of client satisfaction, acting as a key point of contact for tax-related queries.

Our client is looking for:

Strong experience in private client tax compliance,gained within a professional services firm.
A professional qualification such as ATT, CTA, CA, ACCA, or ACA (or equivalent experience).
Strong technical knowledge of personal tax, trusts, capital taxes, and UK tax regulations.
Leadership experience, with the ability to mentor and develop junior team members.
Commercial awareness, with the ability to identify opportunities for advisory work.
Excellent client relationship skills and the ability to communicate complex tax matters effectively.

Why Join?

Work with high-calibre private clients, including HNWIs and trusts.
Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
Competitive salary, comprehensive benefits, and genuine work-life balance.
The opportunity to progress to Director level and beyond.

How to Apply

If you’re a private client tax specialist looking for a leadership role (full-time or part-time) in a growing firm, we’d love to hear from you. Apply now or contact Stuart Ringland at Lusona Consultancy for a confidential discussion. Email: [e-mail]