Senior Tax Advisor – Private Client (Edinburgh) | Flexible

Frasia Wright Associates; City of Edinburgh; On-site; GBP 65,000 - 90,000; Full time

Job summary

Frasia Wright Associates in Edinburgh seeks an experienced Senior Tax Advisor for its Private Client team. The role focuses on personal tax planning, inheritance and capital gains tax, with emphasis on succession and property issues.

The ideal candidate has at least five years in personal tax planning, including inheritance tax, capital gains tax and income tax in succession/property contexts. LBTT, SDLT and VAT familiarity is beneficial; strong client service and training mindset are valued.

Qualifications

• Minimum five years' experience in personal tax planning, particularly inheritance tax, capital gains tax and income tax in the context of succession and property.
• Familiarity with LBTT, SDLT and VAT is beneficial.
• Committed to delivering excellent client service and contributing to business development and internal training.

Responsibilities

• Advise on personal tax matters, including inheritance tax, capital gains tax and income tax related to trusts, executries, and property.
• Support succession planning, trusts and property-related tax planning for private clients.
• Contribute to client service excellence and business development initiatives within the Private Client team.

Skills

Personal tax planning

Client service

Business development

Internal training

Tools

LBTT knowledge

SDLT knowledge

VAT knowledge

Job description

Frasia Wright Associates in Edinburgh seeks an experienced Senior Tax Advisor for its Private Client team. The role focuses on personal tax planning, inheritance and capital gains tax, with emphasis on succession and property issues.

The ideal candidate has at least five years in personal tax planning, including inheritance tax, capital gains tax and income tax in succession/property contexts. LBTT, SDLT and VAT familiarity is beneficial; strong client service and training mindset are valued.