Senior Tax Advisor

Resourcing Group; Livingston; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Flexible working

Competitive salary

Opportunities for STEP qualification

Job summary

Resourcing Group is supporting a successful Scottish law firm to recruit a Senior Tax Advisor for their Private Client team in Edinburgh. The role focuses on personal tax, succession planning, trusts and executries, with support from partners and senior colleagues.

The candidate will build trusted client relationships, provide clear tax advice, and contribute to the growth of the team. Full-time with flexible working options and potential STEP development are offered.

Qualifications

• ATT or CTA qualified, or qualified by experience.

Responsibilities

• Provide specialist tax and succession planning advice to private clients, including landed estates, rural businesses, trusts, executries and high-net-worth families.
• Advise on personal tax, Inheritance Tax, Capital Gains Tax, Income Tax, trusts and executry taxation.
• Support clients with succession planning matters, including Agricultural Property Relief and Business Property Relief.
• Advise on the tax aspects of land transactions and heritable property matters.
• Work closely with partners and senior colleagues to deliver high-quality technical advice and excellent client service.
• Build and maintain strong client relationships, communicating complex tax matters clearly and commercially.
• Contribute to business development activity, internal training and cross-service line referral opportunities.

Skills

ATT/CTA qualified

Personal tax expertise

Succession planning

Trust and executry taxation

Client-facing communication

Collaborative mindset

Education

ATT or CTA

Job description

Senior Tax Advisor

Edinburgh | Full-time, with part-time and flexible working considered | Competitive salary and benefits

About the Employer

We are delighted to be supporting a successful independent Scottish Law Firm with the recruitment of a Senior Tax Advisor to join their leading Private Client team.

The firm provides a comprehensive range of specialist advisory services across private client, land and rural business, renewable energy and commercial real estate sectors, operating from offices across Scotland.

The Opportunity

We are looking for an experienced Senior Tax Advisor to provide tax and succession advice across a broad range of private client matters. The role will suit a technically strong advisor who is confident advising on personal tax, succession planning, trusts and executries, with the support of partners and senior colleagues where required.

The successful candidate will have the confidence to build trusted client relationships, deliver clear and practical advice, and contribute to the continued growth and success of the team.

Key Responsibilities

• Provide specialist tax and succession planning advice to a wide range of private clients, including landed estates, rural businesses, trusts, executries and high-net-worth families.
• Advise on personal tax, Inheritance Tax, Capital Gains Tax, Income Tax, trusts and executry taxation.
• Support clients with succession planning matters, including advice relating to Agricultural Property Relief and Business Property Relief.
• Advise on the tax aspects of land transactions and heritable property matters.
• Work closely with partners and senior colleagues to deliver high-quality technical advice and excellent client service.
• Build and maintain strong client relationships, communicating complex tax matters clearly and commercially.
• Contribute to business development activity, internal training and cross-service line referral opportunities.

Candidate Profile

Essential Skills & Experience

• ATT or CTA qualified, or qualified by experience.
• At least five years practical tax advisory experience.
• Strong technical knowledge of personal tax, succession planning, trust and executry taxation.
• Experience advising on Inheritance Tax, including Agricultural Property Relief and Business Property Relief, Capital Gains Tax and Income Tax.
• Understanding of tax compliance procedures.
• Experience advising on tax aspects of land transactions and heritable property.
• Excellent communication skills with the ability to explain complex matters clearly to clients and colleagues.
• A proactive, collaborative and client-focused approach.

Desirable

• A basic understanding of VAT.
• Knowledge of LBTT and SDLT.
• STEP qualification, or interest in working towards TEP status or another appropriate professional qualification.
• Applications from solicitors with relevant tax experience will also be considered.

Whats on Offer

• Competitive salary and benefits package.
• Opportunity to join a successful independent Scottish professional services firm.
• Work as part of one of Scotlands largest Private Client teams.
• Supportive environment with access to partners and senior colleagues.
• Full-time position, with part-time and flexible working considered.
• Potential support towards STEP or other appropriate professional qualifications.

Equal Opportunities

Cross Resourcing is committed to promoting equality, diversity and inclusion in the workplace. We welcome applications from all suitably qualified individuals, regardless of gender, race, disability, sexual orientation, religion or belief, age, or any other protected characteristic.