Senior Private Client Tax Advisor – Private Client Advisory

2 days ago

Edinburgh, United Kingdom Lusona Consultancy Full time

Senior Private Client Tax Advisor – Private Client Advisory 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 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. Apply now or get in touch with Stuart Ringland for a confidential conversation – stuart@lusona.co.uk

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