Senior Private Client Tax Advisor
Lusona Consultancy (Group) Limited
| Company | Lusona Consultancy (Group) Limited |
| Category | Finance |
| Location | Edinburgh |
| Remote | — |
| Employment | Not stated |
| Level | Senior |
| Salary | Not stated by the employer |
| First seen | 2 Aug 2026 (the employer did not state a posting date) |
| Last verified | 10 Aug 2026 |
| Source | The employer's own careers page (company_site) |
Description
Senior Private Client Tax Advisor
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
• Location: Edinburgh, Glasgow or Perth
• 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 – [email protected]
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