A leading independent accountancy firm is seeking a Private Client Tax Senior Manager for their Edinburgh office. This senior role requires managing a high-value portfolio of private clients and leading a team of tax professionals. The successful candidate will provide bespoke tax advice across various areas, including income and capital gains tax. The position offers competitive salary and...
A global professional services network is seeking a Director of Financial Planning in Edinburgh. The role involves leading client relationships and providing independent financial advice to high-net-worth individuals. With a focus on business development, the position requires at least 5 years of advisory experience and Chartered Financial Planner status. The firm offers hybrid working options,...
A leading pensions firm is seeking an experienced Client Director to manage and enhance client relationships while ensuring excellent service delivery in Edinburgh. The role involves operational leadership of Pension Administration teams, identifying growth opportunities, and enhancing compliance with internal policies and regulations. Candidates should have a solid understanding of defined...
A leading consulting firm is seeking an experienced pension professional for a role within their People and Organisation consulting services in Edinburgh, Scotland. This client-facing position requires strong analytical, organisational, and communication skills. The candidate will collaborate with senior advisors, manage portfolios, and coach junior team members while ensuring high-quality...
Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...
Private Client Tax Senior Manager Edinburgh A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and...
You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.
Job Advert: Private Client Director Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. Location: United Kingdom We are seeking a highly motivated and results-driven Private Client Director to join our team. In this entrepreneurial role, you will work with high-net-worth leads, qualifying and scheduling face-to-face...
Job Description A leading private client law firm in Edinburgh is seeking a dedicated professional to assist high net worth clients with Tax and Succession planning, Wills, and Powers of Attorney. This full-time, office-based role allows for hybrid working post-settlement. Candidates should possess exceptional communication skills, a flair for client relations, and ideally have completed a...
You will be responsible for drafting legal documents and supporting junior team members. The firm promotes a positive work-life balance and offers a generous benefits package, fostering an inclusive workplace for all candidates.
You will gain hands‑on experience delivering sophisticated, long‑term advisory services across wealth, succession, and asset protection strategies.
You will be responsible for advising onSupporting the delivery of holistic family office services — coordinating advice across legal, tax, investment, philanthropic and governance matters for leading estate family groups.
Job Title: Personal Tax Manager Your new company You’ll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business...
A global professional services network is seeking a Financial Planning Director in Edinburgh to manage high-quality private client portfolios, deliver comprehensive financial planning solutions, and lead a team. The role requires over 5 years of experience in financial advising, a strong understanding of investment and tax planning, and proven leadership skills. Offering competitive pay,...
You will support the Client Onboarding Advisor in the smooth and efficient onboarding of new clients and the ongoing administration of existing client’s documentation
You will liaise directly with new and existing clients to collect and verify CDD documentation whilst also working closely with legal, tax and Risk & Compliance colleagues
An established Scottish law firm is seeking a newly qualified solicitor to join its leading Private Client team in Edinburgh. The successful candidate will engage with high-net-worth individuals on asset protection and estate planning while managing their own caseload. A competitive salary and a supportive culture with genuine career progression are offered. Applicants should be detail-oriented...
Client Manager – Accountancy Practice Edinburgh A respected, medium-sized accountancy practice is looking to appoint a Client Manager to oversee a portfolio of clients and lead the delivery of high-quality accountancy, tax, and advisory services. This is an excellent opportunity for a qualified accountant who enjoys client engagement and is ready to take the next step in their career within a...
You will have exceptional communication skills and have a flair for developing strong relationships with your clients and a real passion for private client work. This is a full time office based role but you will have the opportunity to have some hybrid working after a successful settling in period.
You will focus on succession planning, asset protection, and delivering holistic advisory services. The role provides generous professional development support including STEP qualification and mentorship opportunities within a collaborative environment. A competitive salary and a comprehensive benefits package are offered.
You will champion service excellence, drive commercial growth and safeguard member satisfaction. This role is hybrid aligned to our offices in Edinburgh, though other locations may be considered as long as there is flexibility to travel for client and team meetings as needed.
You will manage your own caseload, collaborate with senior colleagues and liaise with a network of external advisors including tax specialists and wealth managers. There is also scope to contribute to thought leadership and business development.