Strategic Tax and Estate Planning Specialist

3 weeks ago


Edinburgh, Edinburgh, United Kingdom abrdn Full time

About abrdn

We are a leading financial services company that enables our clients to achieve their investment goals.

Our purpose is to empower clients worldwide with future-fit investment opportunities, delivering the outcomes they desire. We leverage technology and insight to facilitate informed decision-making, while powerful partnerships enhance our expertise.

At abrdn Financial Planning Ltd, we prioritise client satisfaction, striving to achieve the best possible outcomes for those who entrust us with their wealth.

Role Overview

We are seeking an experienced Private Client Adviser to join our team. As a key member of our Private Client Services department, you will provide high-quality tax, trust, and succession planning advice and services to clients within specified guidelines and service levels.

Your Key Responsibilities

  1. Deliver Exceptional Client Service: Work collaboratively with colleagues to ensure timely and efficient delivery of high-quality advice and documentation that meet client needs and adhere to agreed service levels.
  2. Stay Compliant: Understand and comply with relevant internal Compliance, TCF, T&C, Financial Crime, and Customer Due Diligence procedures at all times.
  3. Stay Informed: Maintain awareness of relevant product, legislative, and technical changes, ensuring these updates are reflected in provided advice and services.
  4. Key Accountabilities:
  • Provide tax, trust, and succession planning advice and services, drafting documentation and client communications related to areas such as Wills, Powers of Attorney, Trust Deeds, inheritance tax, capital gains tax, income tax, tax returns, HMRC forms, trust and probate accounting, and estate administration.
  • Manage a caseload of clients and files effectively, communicating with all parties to deliver excellent client service.
  • Deal promptly with referrals into the department, identifying new business development opportunities, and attending networking events to develop relationships with potential client referrers.
  • Maximise commercial value by ensuring client needs are fully met, adhering to Departmental procedures, and responding to requests from Senior Management within stated timelines.
  • Collaborate with colleagues across the Company to maintain joined-up services and strengthen client relationships.
  • Maintain accurate records, including audit trails, and complete file progress reports on time.
  • Pursue continuous professional development through training events, private study, and formal qualifications like STEP.
  • Effectively utilise available IT software and capabilities.
What We're Looking For: A Member of the Law Society of Scotland with industry experience and a qualification like TEP (although not necessary). Strong organisation, communication, time management, and attention to detail skills are essential. You should be proactive, take responsibility, work under pressure, and adhere to deadlines.

Salary Information

The estimated salary for this role is between £60,000 - £80,000 per annum, depending on experience and location. This figure is based on industry standards and takes into account factors such as cost of living, market conditions, and the level of expertise required for this position.



  • Edinburgh, Edinburgh, United Kingdom Burges Salmon Full time

    Are you a tax professional looking to unlock new challenges and opportunities? If so, we may have the ideal role for you.The Corporate Tax Associate position at Burges Salmon offers an exciting opportunity to join our tier 1 corporate tax team. Our clients include large corporates, funds and financial institutions, real estate investors and developers, as...


  • Edinburgh, Edinburgh, United Kingdom United Placement Group Full time

    About United Placement Group">We are a leading recruitment agency dedicated to connecting top talent with prestigious organizations. Our team of experts specializes in placing skilled professionals in high-demand fields, ensuring seamless transitions and lasting partnerships.Job Overview">This exciting opportunity is for an experienced Estate Planning...


  • Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full time

    Job Overview:This law firm is seeking a Senior Associate or Associate to join their Private Client team, offering a salary of £60,000.00 - £90,000.00. The successful candidate will be responsible for delivering high-quality legal services to clients, focusing on inheritance tax, capital gains tax, estate planning, powers of attorney, complex executries,...

  • Tax Manager Role

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Pro-Tax Full time

    Pro-Tax is seeking a skilled Corporate Tax Manager to join their growing team in the central belt of Scotland.This role offers an exciting opportunity to work with large multi-national companies, family businesses, and a combination of national and international clients.The successful candidate will have a strong background in corporate tax compliance,...


  • Edinburgh, Edinburgh, United Kingdom Meraki Talent Full time

    Meraki Talent is seeking a highly skilled Strategic Corporate Finance Specialist to join their team in Edinburgh. As a key member of the leadership team, you will play a crucial role in driving corporate finance services for a diverse range of clients.The firm is a leading Chartered Accountancy practice with a strong reputation for delivering high-quality...

  • Tax Professional

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Clark Wood - Tax Recruitment Full time

    Seeking a talented Corporate Tax Senior or Assistant Manager to join our team at Clark Wood - Tax Recruitment in Edinburgh. With an excellent opportunity to work with one of the UK's most respected professional services firms, you will be part of the delivery team on tax advisory and tax compliance services to a wide range of businesses.The ideal candidate...


  • Edinburgh, Edinburgh, United Kingdom Colliers Full time

    Job OverviewWe are seeking a highly skilled Strategic Planning Expert to join our UK Planning Team in Edinburgh.About the RoleThis is an exciting opportunity for a seasoned planner to lead on a diverse range of projects, from small-scale developments to large-scale strategic initiatives. The successful candidate will have excellent interpersonal and...


  • Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...


  • Edinburgh, Edinburgh, United Kingdom Clark Wood - Tax Recruitment Full time

    Clients rely on us to deliver high-quality tax advisory and tax compliance services, and as a Corporate Tax Senior or Assistant Manager, you will play a key role in this process. We need someone with CTA, ACCA or ACA Qualified status, who has a deep understanding of business tax compliance and can develop strong relationships with colleagues and clients.A...


  • Edinburgh, Edinburgh, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Company OverviewWe are working closely with a Top 20 Accountancy firm in Scotland, who are looking to bring in an experienced Corporate Tax Manager.A growing corporate tax team of 20+, you'll be working with large multi-national companies, family businesses and a combination of both national and international clients.Your New Role:Working with the tax...


  • Edinburgh, Edinburgh, United Kingdom RSM Full time

    About the JobYou will work closely with the Real Estate VAT Director and Partner to support clients on a wide range of Real Estate and construction matters. One day you could be advising an investor on a multi-million pound property acquisition, and the next day you could be delivering training to finance and commercial teams at a housebuilder client.This is...


  • Edinburgh, Edinburgh, United Kingdom Lennoxvale Specialist Recruitment Full time

    About This OpportunityLennoxvale Specialist Recruitment is working with an esteemed Corporate law firm in Edinburgh, Scotland, to find a skilled Real Estate Lawyer to join their team.This exciting opportunity offers a chance to collaborate on high-profile commercial real estate projects, including mergers and acquisitions and private equity deals. The ideal...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...


  • Edinburgh, Edinburgh, United Kingdom KPMG Full time

    About KPMGKPMG is a global network of professional services firms providing Audit, Tax and Advisory services. Our Deal Advisory Tax team provides advisory services across the whole deal spectrum including buy-side due diligence and structuring, sell-side vendor assist and vendor due diligence, refinancing and listing support.About the RoleWe are seeking an...

  • Tax Lawyer

    7 days ago


    Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full time

    Job Description:This law firm is a forward-thinking, independent practice in Scotland, offering a salary of £60,000.00 - £90,000.00. As a Senior Associate or Associate in the Private Client team, you will deliver high-quality legal services to clients, focusing on inheritance tax, capital gains tax, estate planning, powers of attorney, complex executries,...


  • Edinburgh, Edinburgh, United Kingdom Brewer Morris Full time

    Brewer Morris seeks an experienced International Tax Advisory Specialist to join our team in transaction tax. This role involves leading tax due diligence and structuring projects, working closely with specialists and transaction support teams.Key Responsibilities:Deliver bespoke tax advice in a fast-paced deals market.Collaborate with the wider firm network...


  • Edinburgh, Edinburgh, United Kingdom Turner & Townsend Group Full time

    About the RoleWe are seeking a highly skilled Strategic Project Director to lead our Real Estate team in Edinburgh.Main Responsibilities:To develop and implement strategic project plans, aligning with business objectives.To lead cross-functional project teams, ensuring successful project delivery and exceeding client expectations.Scope:As a Strategic Project...

  • Senior Tax Specialist

    2 weeks ago


    Edinburgh, Edinburgh, United Kingdom HMRC Full time

    Be a tax professional with experience in senior tax roles.We're looking for individuals to work on tax disciplines for skilled Tax Specialists. As part of HMRC's Customer Compliance Group (CCG), you'll simplify tax payments for individuals and organisations, addressing and preventing fraud and evasion.This role involves working across Direct tax disciplines,...


  • Edinburgh, Edinburgh, United Kingdom Atos SE Full time

    Job Summary:We are seeking a Digital Tax Compliance Specialist to join our Pension Servicing business. This is a hybrid role, working in our Edinburgh office.The successful candidate will have experience of a policyholder tax (operational taxes) function with a focus on the control environment, regulatory compliance and horizon scanning, and the effective...


  • Edinburgh, Edinburgh, United Kingdom Shepherd and Wedderburn LLP Full time

    We are recruiting for a Senior Tax Manager to join our Private Wealth and Tax team based in Edinburgh.Main Responsibilities:Manage the Tax Compliance Team, currently consisting of 3 full-time employees.Ensure timely preparation and submission of tax returns and forms to HMRC, as well as accurate payment of taxes within relevant time limits.Review tax returns...