Regional Partner, Private Client Tax

Overview

In this role you will be a senior leader in our Private Client Tax practice, guiding high‑value client relationships and shaping the firm’s growth strategy. You’ll lead private client advisory work, oversee delivery and governance, and mentor colleagues as the tax practice expands. The position offers influence over client engagements, budgets, and cross‑service opportunities as part of a broader growth agenda. This is an opportunity to help build a respected Scottish tax offering within a dynamic, growth‑minded firm.

Responsibilities

• Act as Tax Relationship Partner for a portfolio of clients
• Lead and oversee delivery of private client tax advisory work
• Build long‑term client relationships and act as trusted adviser on tax matters
• Manage commercial aspects of engagements (scope, budgets, fees, delivery)
• Communicate effectively with clients and internal stakeholders
• Identify opportunities to broaden relationships and cross‑sell services
• Contribute to team and firm fee targets
• Mentor and develop tax team colleagues
• Maintain high professional, technical, and risk management standards
• Support strategic development and growth of the Tax Consultancy practice

Key requirements

• Established senior Private Client Tax professional at Director/Partner level or equivalent
• Strong track record advising private clients and developing trusted relationships
• Commercial outlook with interest in growing a tax practice
• Significant experience in Private Client Tax
• Strong client relationship and advisory skills
• Ability to engage with high‑value clients and other advisers
• Experience in leading and mentoring tax professionals
• Strong professional network or ability to develop one
• Entrepreneurial mindset and influence on practice direction

• strong client relationship skills
• commercial mindset
• mentoring and leadership
• Private Client Tax expertise
• tax advisory delivery
• budgeting and fee management

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