Private Client Tax – Associate Director
Location: Glasgow, Edinburgh or Aberdeen (Hybrid Working)
Salary: Up to £95,000 + Excellent Benefits
Are you a strategic Private Client Tax specialist ready to take your advisory and leadership skills to the next level? A prestigious accountancy and advisory firm is seeking an Associate Director to join their expanding Private Client Tax team. With flexibility to be based in Glasgow, Edinburgh or Aberdeen, this is a rare opportunity to shape the future of a market-leading practice while enjoying hybrid working and first-class career development.
The Role
You'll work with an impressive portfolio of high-net-worth individuals, business owners, family offices, partnerships and trusts. The focus is on complex advisory projects — succession planning, UK/offshore structuring, trust matters, and entrepreneurial exits. As Associate Director, you'll:
1. Lead strategic tax advisory work, delivering innovative, client-focused solutions
2. Manage key relationships, acting as a trusted advisor to clients
3. Collaborate with Partners on high-value planning opportunities and business development
4. Assist the Scotland Private Client Tax Partner develop a team of skilled tax professionals, offering mentorship and guidance
5. Ensure technical excellence, timely delivery, and a strong team culture
What we are Looking For
We want someone who thrives in a fast-paced, advisory-led environment and is passionate about creating value for clients. Ideally, you’ll have:
6. CTA and/or ATT/STEP/CA/ACA/ACCA qualification (or equivalent experience)
7. Proven expertise in advising high-net-worth individuals and private clients
8. Strong commercial acumen and ability to lead projects from start to finish
9. Experience managing a mixed portfolio of compliance and advisory cases
10. A team-focused mindset with a passion for developing others
What’s On Offer
This firm offers an inclusive and progressive environment with excellent rewards:
11. Up to £95,000 (DOE) + comprehensive benefits
12. Hybrid working
13. A high-performing, collaborative culture focused on quality and innovation
14. Access to industry-leading tax training and development resources
If you're ready to bring your technical expertise and leadership to a role with real impact, please contact Stuart Ringland at stuart@lusona.co.uk