Private Client Tax Senior Manager - Advisory
Posted 14 hours 58 minutes ago by Lusona Consultancy (Financial) Limited
Location: Glasgow or Edinburgh (Hybrid / Dynamic Working)
Salary: Up to £78,000 + Benefits
Ready for a role that's pureadvisory - not "advisory-with-a-side-of-compliance"?
We're supporting a forward-thinking, independent advisory firm as they continue scaling their Private Client Advisory practice across Scotland. They're seeking a Senior Manager who thrives on problem-solving, building trusted client relationships, and delivering genuinely strategic advice to entrepreneurs, HNW individuals, family-owned businesses, and wealth creators.
This isn't a back office tax role - it's a seat at the table with business owners, helping shape decisions that matter.
What You'll Lead:- Pure advisory delivery - bespoke tax planning, structuring & optimisation.
- Complex private client work - CGT, IHT, trusts, business succession, family wealth.
- Strategic input into client structuring across personal & business assets.
- Direct client interaction - no being "shielded" behind Partners.
- Commercial development - spotting opportunities, shaping solutions, winning work.
- Mentoring talented juniors and helping grow a modern advisory practice.
- CTA / CA / ACCA qualified with deep private client tax expertise.
- A track record advising business owners, entrepreneurs & HNW clients.
- Ability to simplify complex tax matters & communicate with clarity.
- Commercial nous - you enjoy building relationships & shaping solutions.
- Leadership qualities - ability to guide, mentor, and inspire others.
- Pure advisory - no compliance treadmill.
- Dynamic working model - blend office/home to suit your life.
- Direct client ownership - build deep, long term relationships.
- Influence the direction of a growing advisory offering.
- Up to £80,000 + benefits - competitive & transparent.
If you're a private client tax expert looking for a role defined by impact, autonomy, and strategic advisory, not volume and box ticking, this is the move.
Emai me in confidence to or apply to explore further.