Senior Private Client Tax Advisor
Edinburgh | Up to £90,000 + Benefits | Hybrid Working
Permanent | Private Client Tax | Prestigious Client Base
A leading professional services firm with a first-class reputation in the private client market is seeking an exceptional Senior Private Client Tax Advisor to join their Edinburgh team. This is a rare opportunity to work with one of Scotland’s most prestigious High-Net-Worth and landed estate client portfolios—covering sophisticated advisory work across wealth preservation, trusts, succession, and complex tax planning.
If you’re looking for high-level technical work, intelligent clients, and a firm that genuinely values expertise, this is the one to look at.
The Role
You will join a highly respected private client advisory team, providing strategic tax insight to clients including:
- High-net-worth families
- Landed estates & rural businesses
- Trusts and executries
- Business owners and family enterprises
- Property and land transactions
Your remit will include:
- Advising on personal tax planning, succession planning, IHT (including APR & BPR), CGT and income tax strategies
- Advising on trusts, executries and wealth preservation structures
- Supporting clients on tax implications of land, rural business, and property transactions
- Working closely with senior advisors and partners on complex, multi-disciplinary matters
- Contributing to internal training, cross-team collaboration and wider business development activities
- Providing confident, client-centred advice to a sophisticated and longstanding client base
About You
You’ll excel here if you bring:
- CTA or ATT qualification, or equivalent experience (Solicitors with strong tax exposure also considered)
- Several years’ tax advisory experience within private client, trusts, estates or wider personal tax
- Strong expertise in IHT planning (APR/BPR), CGT, income tax, and succession structures
- A proactive, personable approach with a genuine commitment to exceptional client service
- The confidence to operate at a senior advisory level with HNW and established family clients
- Interest or experience in land, rural, or property-related tax work (desirable, not essential)
- The firm is open to full-time or part-time arrangements, and will support further qualifications such as STEP where relevant.
What’s on Offer
- Salary up to £90,000 (DOE) + Benefits
- Location: Edinburgh, Glasgow or Perth
- Hybrid working
- Exposure to high-profile, complex and prestigious client work
- A modern, supportive environment with excellent development opportunities
- The chance to work alongside respected senior specialists in a market-leading team
Interested?
If you want to step into a senior advisory role that combines technical depth, prestige, and genuine professional growth, this opportunity stands out in the Scottish market.
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