Private Client Tax Advisory Manager
Posted 22 hours 6 minutes ago by Lusona Consultancy (Financial) Limited
A highly respected, independent Accountancy and Business Advisory firm with a strong footprint across the North of England and Scotland is expanding its national Tax Consultancy team and is now seeking a Private Client Tax Manager to join their growing Glasgow office.
This is an ideal move for someone who is looking to develop their technical experience to become a true tax planning advisor. You will work under the guidance and mentorship of a Tax Director in Glasgow as well as receiving support, structured training, and hands-on exposure to interesting client projects.
This firm's success is built on its people and its values: Honesty, Humanity, Trust and Passion. They're known for giving their team genuine autonomy, professional development, and an environment where everyone can make a real difference.
The OpportunityThis is a career-defining role for a motivated tax professional who wants to broaden their technical expertise and move into a more client-facing advisory role.
Working as part of the firm's national Tax Consultancy team, you'll be supporting Partners and Senior Managers on varied private client projects involving high-net-worth individuals, trusts, succession planning, and family-owned businesses. You'll also be encouraged to take ownership of your own client relationships as your confidence and technical advisory skills develop.
Key Responsibilities- Liaise with clients and colleagues to deliver tailored Private Client Tax advisory services
- Attend client meetings and support on advisory projects such as succession, IHT, CGT and trust planning
- Identify proactive tax planning opportunities across your portfolio
- Support and review work of junior team members, helping develop their skills and confidence
- Manage workflow, billing, and client communications to ensure an exceptional service experience
- Provide ad hoc tax support and insight to colleagues across other service lines (e.g. Audit, Accounts, and Business Services)
- ATT & CTA qualified (or part-qualified/looking to become CTA qualified)
- Strong personal tax compliance experience. Advisory experience advantageous
- Eager to transition into advisory - proactive, commercially aware, and open to learning
- Excellent communication skills, both written and verbal
- Confident engaging with clients and building relationships
- Team-oriented, collaborative and keen to develop within a supportive environment
- Full UK driving licence (essential)
You'll be joining a firm that invests in its people and rewards impact, not just titles.
- Competitive salary - up to £65,000 (DOE) + Benefits
- Smart Working Policy - balance home and office working
- Pension scheme with Life Cover and Income Protection
- Up to 26 days' annual leave plus Bank Holidays, with the option to buy more
- Health Shield Cash Plan - cashback on health services and lifestyle discounts
- Employee Assistance Programme - 24/7 wellbeing support
- Professional memberships paid, with ongoing access to training and development
- Referral and commission schemes for client and colleague introductions
- Friendly, inclusive culture with regular social events and recognition schemes
This is the perfect next step for a Private Client or Mixed Tax professional who wants to move beyond compliance and build a rewarding career in advisory with a respected independent firm.
Location: Glasgow (Hybrid working)
Role: Private Client Tax Manager
Apply confidentially to explore this opportunity.