Personal Tax Director
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Tax Director (Private Client)
Salary: c. bonus
Location: Edinburgh (hybrid)
Lead advisory work and shape a growing team
If youre 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. Youll 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 variedprivate client portfolio coveringpersonal tax compliance and advisory
- Identify and advise ontax-sensitive expenditure planning opportunities and wider tax issues
- Act as a senior escalation point fortechnical queriesand complex client matters
- Liaise directly with clients to resolve queries efficiently and professionally
Technical Delivery and Risk Management
- EnsureHMRC deadlinesare 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 overseeresearch 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 teams voice is heard and development is prioritised
Commercial and Operational Focus
- Monitor and manageutilisation productivity and WIP
- Provide clear guidance and feedback to colleagues to keep standards high and outcomes consistent
What Were Looking For
To be considered you should be able to demonstrate the following:
- CTA qualified(orACA / ACCA / CAwith strong personal tax focus)
- Significant UK practice experienceinPersonal Tax / Private Client Tax(or Mixed Tax with a strong private client bias)
- Minimum 7 years UK practice experiencein tax with proven delivery atSenior Manager / Associate Director / Directorlevel (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
- 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 Lets talk
If youre a private client tax leader looking for a senior role in Scotland Id welcome a confidential conversation.
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.
Required Experience:
Director
