Private Client Senior Manager - Scotland

Job description

In the role of Private Client Senior Manager, you’ll take ownership of a portfolio of clients, leading on complex, advisory-led engagements while also playing a key role in developing the team and contributing to wider business growth.
 
This is a role for someone who enjoys winning work, delivering it, developing others, and seeing the impact of their work first-hand.
 
Responsibilities include:

• Lead and deliver high-quality private client advisory work across areas such as IHT, CGT, trusts, estates, and succession planning
• Take full ownership of client relationships, acting as a trusted advisor on complex matters
• Build and maintain a strong presence in the market, identifying opportunities and generating new business
• Manage and oversee multiple projects, ensuring work is delivered efficiently and to a high standard
• Take responsibility for reviewing and signing off complex compliance work where required
• Work closely with colleagues across different teams and locations to deliver joined-up client solutions
• Mentor and develop junior team members, supporting their progression into advisory-focused roles
• Take the lead on client engagements from initial opportunity through to delivery, billing, and ongoing relationship management
• Contribute to the growth and direction of the wider private client team, sharing knowledge and best practice
• Establish yourself as a trusted technical voice, both internally and externally

• A strong background in private client tax within practice
• Professionally qualified (CTA, ACA/CA, ATT, STEP or similar)
• Proven experience delivering advisory work — not just compliance
• Comfortable managing multiple projects and working at pace
• Experience leading or mentoring more junior team members
• Strong communication skills and confidence working directly with clients
• Commercial mindset with the ability to identify and develop new opportunities
• Ability to work independently and take ownership of work from start to finish
• Exposure to international tax matters (Desirable)
• Knowledge of Irish Capital Taxes (CGT/CAT) and UK interaction

Extra information

Status

Open

Education Level

Secondary School

Location

Glasgow

Type of Contract

Full-time jobs

Published at

27-04-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English