Private Client Tax Associate Director

Are you an experienced Private Client Tax professional looking to take the next step in your career? Our client, a leading firm of Chartered Accountants in Edinburgh, is seeking a talented Private Client Tax Associate Director to join their team. Offering flexible working, a company pension, and much more, this is an excellent opportunity to work with a highly regarded firm known for its commitment to professional development and client service excellence.

Crowe Watson Recruitment is delighted to be supporting this prestigious firm in their search for a high-calibre tax professional. As a key member of the team, you will play a pivotal role in delivering tailored tax advice to high-net-worth individuals, business owners, and trusts, while also contributing to business development and team leadership. This firm prides itself on fostering a collaborative and forward-thinking culture, making it an ideal environment for ambitious professionals looking to make a real impact.

This role offers a clear pathway for career progression, with opportunities to develop within a supportive and dynamic firm. The ideal candidate will have strong technical expertise in private client tax and a proactive approach to client service. Whether you are currently working at Senior Manager level and seeking progression or already at Associate Director level and looking for a new challenge, this role provides the perfect platform for long-term success.

You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.

Crowe Watson is acting as an Employment Agency, references to pay rates are indicative, and salary is dependent on experience.

Key Responsibilities

• Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and business owners.
• Lead and manage a portfolio of private clients, ensuring exceptional client service and compliance.
• Develop and mentor junior team members, fostering a culture of continuous learning and development.
• Identify new business opportunities and contribute to the firm’s growth strategy.
• Stay up to date with legislative changes and ensure clients receive proactive tax advice.

• CTA/ACA/ACCA qualified (or equivalent).
• Significant experience in private client tax advisory within a senior role.
• Strong technical knowledge of UK tax legislation and planning.
• Must have a minimum of 5 years previous experience working within a UK Practice environment.
• Excellent communication and relationship management skills.
• A proactive, strategic mindset with a commercial approach to client service.