Personal Tax Director

Personal Tax Director (Private Client)
Salary: c.£75,000–£85,000 + bonus
Location:
Edinburgh (hybrid)
Lead advisory work and shape a growing team

If you’re an experienced private client tax adviser who enjoys solving complex issues, building trusted client relationships, and leading people well, this is a genuinely senior opportunity with our client in Scotland. You’ll take ownership of a high-quality portfolio, drive advisory work (not just compliance), and play a key role in developing a strong Private Client Tax team.

This is a leadership role within a well-established UK accountancy practice, offering the chance to influence service delivery, mentor and develop talent, and act as a senior point of contact for private client tax matters. The role is ideally based in Edinburgh
, with hybrid working available.

• Manage a varied private client portfolio
  , covering personal tax compliance and advisory
• Identify and advise on tax-sensitive expenditure
  , planning opportunities and wider tax issues
• Act as a senior escalation point for technical queries and complex client matters
• Liaise directly with clients to resolve queries efficiently and professionally

• Ensure HMRC deadlines are met across your portfolio, with strong attention to detail and quality
• Coordinate with internal teams to keep work on track and deliver to agreed timelines
• Undertake and oversee research into complex tax legislation
  , translating it into practical advice

• Support the management of the Private Client Tax team through:
  • Appraisals and performance conversations
  • Coaching and technical guidance
  • Delegation and review to improve quality and consistency
• Contribute to a positive culture where the team’s voice is heard and development is prioritised

• Monitor and manage utilisation, productivity and WIP
• Provide clear guidance and feedback to colleagues to keep standards high and outcomes consistent

To be considered, you should be able to demonstrate the following:

• CTA qualified
  (or ACA / ACCA / CA
  with strong personal tax focus)
• Significant UK practice experience in Personal Tax / Private Client Tax (or Mixed Tax with a strong private client bias)
• Minimum 7+ years’ UK practice experience in tax, with proven delivery at Senior Manager / Associate Director / Director level (or ready to step up)
• Strong advisory capability, including the confidence to handle:
  • Complex personal tax planning
  • HMRC enquiries and correspondence
  • Technical research and interpretation of legislation
• Evidence of leadership:
  coaching, reviewing work, developing juniors
  , and helping teams perform well
• Comfortable managing deadlines, client expectations, and portfolio delivery in a structured way

• £75,000–£85,000 basic salary (depending on experience)
• Performance-related bonus (where applicable)

You can expect a comprehensive package, which is likely to include:

• Hybrid working
  and flexible approach to office attendance
• Enhanced pension
  and employer contributions
• Generous annual leave
  plus bank holidays (with option to buy/sell in some packages)
• Private medical cover (often available at senior level)
• Life assurance
  and income protection
• Professional subscription support
  and ongoing CPD
• Clear progression pathways and scope to grow with the team as it develops

If you’re a private client tax leader looking for a senior role in Scotland, I’d welcome a confidential conversation.

Contact: Diane Shaw

Email:

Please send your CV or a brief overview of your current situation, and we will take it from there.

Confidentiality: All applications and discussions will be treated in the strictest confidence.