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 / CA with 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 working and flexible approach to office attendance
* Enhanced pension and employer contributions
* Generous annual leave plus bank holidays (with option to buy/sell in some packages)
* Private medical cover (often available at senior level)
* Life assurance and income protection
* Professional subscription support and 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:
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.