Lusona Consultancy (Financial) Limited

Private Client Tax Senior Manager / Director - Edinburgh (Hybrid) Location: Edinburgh (Hybrid) Salary: up to £85,000 (DOE) + Benefits Level: Senior Manager / Director Job Type: Permanent Are you an experienced Private Client Tax professional looking for a leadership role with a strong focus on tax compliance management? Do you want the flexibility to shape your role, with the option to engage in advisory work too? This is a fantastic opportunity to join a well-established and growing Top 20 UK accountancy firm, where you'll manage a diverse portfolio of high-net-worth individuals (HNWIs), partnerships and OMB's. You'll play a key role in ensuring compliance excellence, developing the team, and identifying opportunities for value-added advisory services. The Opportunity This firm has a strong reputation for delivering expert personal tax solutions, combining technical knowledge, commercial insight, and client-focused service. In this role, you will: Manage a portfolio of private clients, overseeing tax compliance and ensuring all work is completed accurately and efficiently. Lead, mentor, and develop junior team members, reviewing complex tax returns and providing technical support. Spot opportunities for tax planning and advisory work, helping clients navigate complex tax matters such as residence, domicile, trusts, and capital taxes. Work closely with Partners and Directors on key client projects and attend client meetings. Play a role in business development by identifying and securing new advisory opportunities. Ensure high levels of client satisfaction, acting as a key point of contact for tax-related queries. Our client is looking for: Strong experience in private client tax compliance,gained within a professional services firm. A professional qualification such as ATT, CTA, CA, ACCA, or ACA (or equivalent experience). Strong technical knowledge of personal tax, trusts, capital taxes, and UK tax regulations. Leadership experience, with the ability to mentor and develop junior team members. Commercial awareness, with the ability to identify opportunities for advisory work. Excellent client relationship skills and the ability to communicate complex tax matters effectively. Why Join? Work with high-calibre private clients, including HNWIs and trusts. Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly. Competitive salary, comprehensive benefits, and genuine work-life balance. The opportunity to progress to Director level and beyond. How to Apply If you're a private client tax specialist looking for a leadership role (full-time or part-time) in a growing firm, we'd love to hear from you. Apply now or contact Stuart Ringland at Lusona Consultancy for a confidential discussion. Email:

Private Client Tax - Associate Director / Director Location: Glasgow, Edinburgh or Aberdeen (Hybrid Working) Salary: Up to £95,000 + Excellent Benefits Are you a strategic Private Client Tax specialist ready to take your advisory and leadership skills to the next level? A prestigious accountancy and advisory firm is seeking an Associate Director or Director to join their expanding Private Client Tax team. With flexibility to be based in Glasgow, Edinburgh or Aberdeen, this is a rare opportunity to shape the future of a market-leading practice while enjoying hybrid working and first-class career development. The Role You'll work with an impressive portfolio of high-net-worth individuals, business owners, family offices, partnerships and trusts. The focus is on complex advisory projects - succession planning, UK/offshore structuring, trust matters, and entrepreneurial exits. As Associate Director, you'll: Lead strategic tax advisory work, delivering innovative, client-focused solutions Manage key relationships, acting as a trusted advisor to clients Collaborate with Partners on high-value planning opportunities and business development Assist the Scotland Private Client Tax Partner developa team of skilled tax professionals, offering mentorship and guidance Ensure technical excellence, timely delivery, and a strong team culture What we are Looking For We want someone who thrives in a fast-paced, advisory-led environment and is passionate about creating value for clients. Ideally, you'll have: CTA and/or CA/ACA/ACCA qualification (or equivalent experience) Proven expertise in advising high-net-worth individuals and private clients Strong commercial acumen and ability to lead projects from start to finish Experience managing a mixed portfolio of compliance and advisory cases A team-focused mindset with a passion for developing others What's On Offer This firm offers an inclusive and progressive environment with excellent rewards: Up to £95,000(DOE) + comprehensive benefits Hybrid working A high-performing, collaborative culture focused on quality and innovation Access to industry-leading tax training and development resources If you're ready to bring your technical expertise and leadership to a role with real impact, please contact Stuart Ringland at