Senior Private Client Tax Advisor - Hybrid & High-Profile Work

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

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.