Personal Tax Director (Private Client)
Salary: c.£75,000–£85,000 + bonus
Location: Edinburgh (hybrid)
Lead advisory work and shape a growing team
If you’re an experienced private client tax adviser who enjoys solving complex issues, building trusted client relationships, and leading people well, this is a genuinely senior opportunity with our client in Scotland. You’ll take ownership of a high-quality portfolio, drive advisory work (not just compliance), and play a key role in developing a strong Private Client Tax team.
The Opportunity
This is a leadership role within a well-established UK accountancy practice, offering the chance to influence service delivery, mentor and develop talent, and act as a senior point of contact for private client tax matters. The role is ideally based in Edinburgh, with hybrid working available.
Key Responsibilities
Private Client Portfolio Leadership
Manage a varied private client portfolio, covering personal tax compliance and advisory
Identify and advise on tax-sensitive expenditure, planning opportunities and wider tax issues
Act as a senior escalation point for technical queries and complex client matters
Liaise directly with clients to resolve queries efficiently and professionally
Technical Delivery and Risk Management
Ensure HMRC deadlines are met across your portfolio, with strong attention to detail and quality
Coordinate with internal teams to keep work on track and deliver to agreed timelines
Undertake and oversee research into complex tax legislation, translating it into practical advice
Team Leadership and Development
Support the management of the Private Client Tax team through:
Appraisals and performance conversations
Coaching and technical guidance
Delegation and review to improve quality and consistency
Contribute to a positive culture where the team’s voice is heard and development is prioritised
Commercial and Operational Focus
Monitor and manage utilisation, productivity and WIP
Provide clear guidance and feedback to colleagues to keep standards high and outcomes consistent
What We’re Looking For
To be considered, you should be able to demonstrate the following:
CTA qualified(or ACA / ACCA / CAwith strong personal tax focus)
Significant UK practice experience in Personal Tax / Private Client Tax (or Mixed Tax with a strong private client bias)
Minimum 7+ years’ UK practice experience in tax, with proven delivery at Senior Manager / Associate Director / Director level (or ready to step up)
Strong advisory capability, including the confidence to handle:
Complex personal tax planning
HMRC enquiries and correspondence
Technical research and interpretation of legislation
Evidence of leadership: coaching, reviewing work, developing juniors, and helping teams perform well
Comfortable managing deadlines, client expectations, and portfolio delivery in a structured way
Salary, Benefits and Working Arrangements
Package
£75,000–£85,000 basic salary (depending on experience)
Performance-related bonus (where applicable)
Benefits (typical for senior practice roles)
You can expect a comprehensive package, which is likely to include:
Hybrid workingand flexible approach to office attendance
Enhanced pensionand employer contributions
Generous annual leaveplus bank holidays (with option to buy/sell in some packages)
Private medical cover (often available at senior level)
Life assuranceand income protection
Professional subscription supportand ongoing CPD
Clear progression pathways and scope to grow with the team as it develops
Interested? Let’s talk
If you’re a private client tax leader looking for a senior role in Scotland, I’d welcome a confidential conversation.
Contact: Diane Shaw
Email: d.shaw@h-fts.com
Please send your CV or a brief overview of your current situation, and we will take it from there.
Confidentiality: All applications and discussions will be treated in the strictest confidence.
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