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.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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