Senior Private Client Tax Advisor

Lusona Consultancy (Financial) Limited; Easter Howgate; Hybrid; GBP 81,000 - 99,000; Full time

Benefits offered by this job

Hybrid working

High-profile client work

Career development opportunities

Modern supportive environment

Job summary

Lusona Consultancy (Financial) Limited in Edinburgh is seeking a Senior Private Client Tax Advisor to join our private client team, handling high-net-worth and landed estate portfolios with sophisticated tax planning.

The role offers hybrid working with senior advisers and a pathway to STEP qualifications, alongside a prestigious client base and high-level advisory work. The team supports professional growth and excellent development opportunities.

Qualifications

• CTA or ATT qualification or equivalent experience.
• Several years’ tax advisory experience within private client, trusts, estates or personal tax.
• Strong expertise in IHT planning (APR/BPR), CGT and income tax.

Responsibilities

• Advising on personal tax planning and succession planning.
• Advising on trusts, executries and wealth preservation structures.
• Supporting land, rural business and property transaction tax implications.
• Collaborating with senior advisors on complex multi-disciplinary matters.
• Contributing to internal training and business development.

Skills

High-net-worth tax advisory

Trusts & estates tax

Client communication (HNW)

Education

CTA or ATT qualification

Experience in private client tax

Job description

Senior Private Client Tax Advisor

Edinburgh | Up to £90,000 + Benefits | Hybrid Working
Permanent | Private Client Tax | Prestigious Client Base

A leading professional services firm with a first-class reputation in the private client market is seeking an exceptional Senior Private Client Tax Advisor to join their Edinburgh team. This is a rare opportunity to work with one of Scotland’s most prestigious High-Net-Worth and landed estate client portfolios—covering sophisticated advisory work across wealth preservation, trusts, succession, and complex tax planning.

If you’re looking for high-level technical work, intelligent clients, and a firm that genuinely values expertise, this is the one to look at.

The Role

You will join a highly respected private client advisory team, providing strategic tax insight to clients including:

• High-net-worth families
• Landed estates & rural businesses
• Trusts and executries
• Business owners and family enterprises
• Property and land transactions

Your remit will include:

• Advising on personal tax planning, succession planning, IHT (including APR & BPR), CGT and income tax strategies
• Advising on trusts, executries and wealth preservation structures
• Supporting clients on tax implications of land, rural business, and property transactions
• Working closely with senior advisors and partners on complex, multi-disciplinary matters
• Contributing to internal training, cross-team collaboration and wider business development activities
• Providing confident, client-centred advice to a sophisticated and longstanding client base

About You

You’ll excel here if you bring:

• CTA or ATT qualification, or equivalent experience (Solicitors with strong tax exposure also considered)
• Several years’ tax advisory experience within private client, trusts, estates or wider personal tax
• Strong expertise in IHT planning (APR/BPR), CGT, income tax, and succession structures
• A proactive, personable approach with a genuine commitment to exceptional client service
• The confidence to operate at a senior advisory level with HNW and established family clients
• Interest or experience in land, rural, or property-related tax work (desirable, not essential)
• The firm is open to full-time or part-time arrangements, and will support further qualifications such as STEP where relevant.

What’s on Offer

• Salary up to £90,000 (DOE) + Benefits
• Location: Edinburgh, Glasgow or Perth
• Hybrid working
• Exposure to high-profile, complex and prestigious client work
• A modern, supportive environment with excellent development opportunities
• The chance to work alongside respected senior specialists in a market-leading team

Interested?

If you want to step into a senior advisory role that combines technical depth, prestige, and genuine professional growth, this opportunity stands out in the Scottish market.

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