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Private client tax advisor - advisory

Edinburgh
Permanent
Lusona Consultancy
Tax advisor
Posted: 13 October
Offer description

Private Client Tax Advisor – Advisory

Location: Edinburgh
Salary: Up to £85,000 + Benefits**
Hybrid working | Independent Scottish firm | High-net-worth and landed clients

Are you a technically strong Private Client Tax professional who thrives on complex advisory work?
This is a rare opportunity to join a leading independent Scottish legal firm where private client and tax advisory work sit at the very heart of its strategy.

With offices across the central belt, their Private Client team is one of the largest and most respected in Scotland — advising on wealth preservation, tax and succession planning, trusts, executries, and estates for HNWI's, landed estates, rural business and SME owners.

The Opportunity:

As a key member of the firm’s Private Client Tax team, you’ll deliver strategic tax and succession advice across a wide spectrum of matters, including:

1. Inheritance Tax planning (including APR and BPR)

2. Capital Gains Tax and Income Tax structuring

3. Trust and executry taxation

4. Tax implications of land transactions and heritable property

You’ll work alongside highly experienced Tax Partners and senior advisors, benefiting from strong collaboration across Private Client, Land & Rural Business, and Real Estate teams.

About You

5. ATT, CTA or qualified Solicitor

6. Technical competence in personal tax advisory work

7. Strong interpersonal and communication skills with a client-first mindset

8. Confident in advising HNW individuals, families, and business owners

9. A team-player who enjoys mentoring, business development, and cross-service collaboration#

10. STEP or TEP qualification is welcomed (and study support is available).

Why This Firm?

11. Exposure to a diverse and prestigious client base including landed estates and family enterprises

12. Genuine work-life balance and flexibility in a modern, professional environment

13. Competitive salary up to £85,000 + Benefits

14. Opportunities for progression and leadership within a forward-thinking independent practice

This is a standout career move for someone seeking independence, variety and influence — without the bureaucracy of a large national firm or PE-backed firm.

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