Private Client Senior Manager - Scotland - #2083455

Private Client Tax Manager | Glasgow / Edinburgh - Hybrid

Advisory-Focused Role | Full Client Ownership

This is an exciting opportunity for a Private Client Tax Manager to join a highly regarded professional services firm, taking on a genuinely advisory-led role with full ownership of a diverse client portfolio.  This position offers the chance to move beyond pure compliance and step into a role where you will lead on complex advisory work, build long-term client relationships, and play an active role in developing junior team members and contributing to business growth.  It’s a great opportunity for someone who enjoys combining technical expertise with client interaction, commercial thinking, and people development.

The Role In this role, you will take ownership of a portfolio of private clients, delivering high-quality advisory services across areas such as inheritance tax, capital gains tax, trusts, estates, and succession planning.

You will act as a trusted advisor to clients, building strong, long-term relationships and becoming their main point of contact for complex personal tax matters.

You will also:

• Lead and deliver complex private client advisory work end-to-end
• Manage and develop client relationships, providing proactive, trusted advice
• Identify opportunities for new advisory work and contribute to business development
• Oversee multiple assignments, ensuring high-quality delivery and strong client service
• Review and sign off complex compliance work where required
• Collaborate with wider teams to deliver joined-up client solutions
• Mentor and support junior team members in their technical and professional development
• Take responsibility for engagements from initial opportunity through to delivery and billing

About You To be successful in this role, you will have:

• Strong experience in private client tax within a professional services environment
• A clear focus on advisory work, alongside compliance experience
• Professional qualification (CTA, ACA/CA, ATT, STEP or equivalent)
• Experience managing client relationships directly and confidently
• Strong organisational skills with the ability to manage multiple projects
• Experience mentoring or supporting junior team members
• A commercial mindset with the ability to spot and develop opportunities
• Excellent communication skills and confidence working with clients
• The ability to work independently and take full ownership of your portfolio

Exposure to international tax matters and UK/Ireland cross-border work would be advantageous but not essential.