Overview
In this Private Client Tax Partner role, you will shape and grow the firm’s private client tax capability across Glasgow and the region. You will manage a high-net-worth client portfolio, delivering strategic guidance on inheritance tax, trusts, and estate planning, while acting as a trusted advisor on complex matters. You’ll drive business development, mentor a team, and ensure integrated solutions across service lines. This is a leadership position with a meaningful impact on growth and client relationships.
Pay / Benefits
- competitive salary
- comprehensive benefits package
- hybrid working arrangements
Responsibilities
- Shape and expand the private client tax presence in Glasgow and the region
- Oversee a portfolio of high-net-worth individuals, business owners, and family offices
- Provide guidance on inheritance tax, capital gains tax, trusts, and estate planning
- Act as trusted advisor on complex client matters with a personal, technical approach
- Drive practice growth through networking and business development
- Mentor and develop junior colleagues and foster collaboration
- Coordinate with other service lines to deliver integrated financial solutions
- Support long-term growth and strategic direction of the private client tax service line
Key requirements
- Recognised professional qualification such as CTA or ACA/ACCA, or equivalent
- Substantial senior-level experience in private client tax
- Proven ability to navigate complex tax matters and manage sophisticated client relationships
- Strong leadership ability to motivate and develop a high-performing team
- Commercial awareness with proactive business development capabilities
- Leadership
- Relationship management
- Strategic thinking
- Inheritance tax
- Capital gains tax
- Trusts
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