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Private Client Tax Senior Manager - Advisory
Posted 1 day 13 hours 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.
Lusona Consultancy (Financial) Limited
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