Private Client Advisory Senior Manager
Listed on 2026-06-06
-
Management
Wealth Management -
Finance & Banking
Wealth Management, Corporate Finance
Private Client Tax Advisory Senior Manager - Glasgow / Edinburgh
Top 30 Firm
A Top 30 Firm is offering an exciting opportunity for an experienced Private Client Tax Advisory Senior Manager, or a promising manager ready to step up a chance to join a growing and highly respected team in Scotland.
This role offers the opportunity to work with a broad portfolio of HNWIs, landed estates, trusts, and entrepreneurial families while focusing on complex advisory‑led work.
Following a strategic split between compliance and advisory, the firm is investing heavily in its advisory capability and is looking for an experienced professional to help drive that growth.
About the Role- Lead on complex private client advisory projects across areas including Inheritance Tax, Trusts & Estates, succession planning, and shareholder transactions
- Manage and develop long‑standing client relationships while acting as a trusted adviser to HNWIs, family businesses, and landed estates
- Support and mentor junior team members while playing a key role in the leadership and strategic direction of the Private Client team
- Work closely with Partners and wider service lines to identify business development opportunities and deliver high‑quality technical advice
- Leading professional services firm with over 1,000 employees across the UK, Ireland, and the USA
- Strong reputation within the mid‑market, supporting private clients, owner‑managed businesses, and entrepreneurial families
- Collaborative and people‑focused culture with genuine investment in career development and progression
- Flexible and agile working environment with modern offices and a strong commitment to ESG and community initiatives
- Opportunity to join a growing advisory‑focused private client team of 50‑60 people with significant investment and ambitious growth plans
- Exposure to high‑quality, complex advisory work with an established and loyal client base, working alongside an ex Big 4 Partner
- Clear progression opportunities within a supportive and highly regarded leadership team
- Competitive Senior Manager package, strong benefits offering, and flexible hybrid working
Contact Victoria Walker on or email for a confidential discussion.
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