Job Details
Private Client Associate Director - Top 10 Firm
Edinburgh / Glasgow / Aberdeen
Join a leading Top 10 firm with ambitious growth plans and a strong reputation within the middle market and private client space.
This is an outstanding opportunity for an experienced Private Client Tax professional to take on a strategic advisory-focused role within a collaborative and high-performing team.
Working closely with Partners and senior leadership, you'll lead complex advisory projects for high-net-worth individuals, families, trusts and owner-managed businesses, while helping shape and develop a growing team across Scotland.
About the Role
* Lead and deliver high-value private client advisory projects covering trusts, inheritance tax, capital gains tax and family wealth structuring matters.
* Manage complex client relationships and act as a key point of contact for high-net-worth individuals, family offices, partnerships and privately owned businesses.
* Coordinate across service lines to deliver a seamless client experience while overseeing project delivery, timelines and quality standards.
* Support and develop a growing team of Managers, Assistant Managers and Associates through coaching, mentoring and technical leadership.
About You
* CTA and/or ACA qualified, or able to demonstrate equivalent practical experience within private client tax.
* Strong technical knowledge across trusts, IHT, CGT and broader private wealth advisory matters.
* Proven experience managing complex advisory projects and maintaining strong long-term client relationships.
* Commercially minded with a collaborative approach and an interest in contributing to business development activities.
Why Join?
* Be part of a fast-growing Top 10 firm with clear ambitions and a strong reputation in the private client market.
* Work within an inclusive, supportive and collaborative culture that genuinely values flexibility and professional development.
* Competitive salary and benefits package including hybrid working, healthcare cover, wellbeing support, electric car scheme and performance-related bonus.
Contact Victoria Walker for a confidential discussion on 0161 5297 109 or email victoria.walker@pro-tax.co.uk
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Company
Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.
When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.
The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.
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020 4549 9941