Private Client Tax Associate Director

Overview

In this role you lead personal tax advisory services for high‑net‑worth individuals and business owners as part of a specialist Private Client team. You will manage a Glasgow client portfolio, develop new relationships nationally, and collaborate across tax, private client, and owner‑managed business teams. You’ll provide pragmatic, holistic advice and ensure timely delivery, billing, and compliance. The opportunity combines strategic advisory across private clients with cross‑team growth and a clear impact on client outcomes. Join a collaborative, inclusive culture where your expertise helps shape client strategy and business growth.

Responsibilities

• Manage a portfolio of Private Client Tax clients as the primary contact in the Glasgow office and grow profitable work
• Develop a target portfolio of businesses to generate new private client tax work and cross‑sell with other teams
• Review tax reports prepared by junior team members
• Ensure WIP analysis and billing are up to date
• Liaise with HMRC on various issues
• Assist partners in identifying advisory issues (e.g., shareholder profit extraction, exit planning, succession planning, relocation)
• Build strong client and internal team relationships across the UK and abroad

Key requirements

• CTA or equivalent qualification
• Extensive experience in personal tax services
• Significant experience in developing project plans and meeting deadlines
• Creative thinking with ability to generate ideas and new initiatives
• Experience spotting opportunities for business development within tax and across service lines
• Proficiency with personal tax on CCH Central would be advantageous

• strong relationship building
• excellent communication
• collaboration and teamwork
• personal tax advisory
• CCH Central familiarity
• stakeholder liaison (HMRC)

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