private client manager jobs in Edinburgh

Job Description An exciting opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded firm of Chartered Accountants based in Bournemouth. Offering flexible working, a competitive company pension, and much more, this role provides the chance to take ownership of a growing private client portfolio within a supportive and forward-thinking environment. The firm...

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...

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...

Private Client Tax Senior ManagerA 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 ambitious...

A prominent private client advisory firm in Edinburgh seeks a Tax Compliance Specialist to manage a portfolio of high-net-worth clients. A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. The role involves preparing tax returns and managing queries while providing excellent advisory support. Ideal candidates will...

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.

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.

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,...

Private Client Solicitor (from 2025 qualified) 1 day ago Be among the first 25 applicantsDirect message the job poster from Sharri Plimbley AssociatesLegal Recruitment Consultant with 25+ years experience, [email protected], 07841764634, covering the Scottish & Channel Island markets.About the CompanyScottish firm with deep roots in the rural sector, committed to delivering...

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.

Overview PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage.Responsibilities Manage multi-property, multi-vehicle and...

Deans Solicitors and Estate Agents LLP are a fast-paced and customer-focused firm offering Estate Agency, Conveyancing and Private Client services across Edinburgh and The Lothians.Due to growth, we are looking for an experienced Private Client Solicitor to join our supportive and collaborative team. Previous Private Client experience is essential.This is an excellent opportunity for a motivated,...

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...

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...

A leading legal firm in Edinburgh is seeking an experienced Private Client Solicitor to join their supportive and collaborative team. The ideal candidate will have previous private client experience and be adept at managing a diverse caseload while delivering high-quality client service. Responsibilities include preparing Wills, handling Executries, and liaising with clients. A competitive salary...

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...

A prominent legal firm in Edinburgh is seeking an experienced Private Client Solicitor with over 3 years of PQE. The role focuses on estate planning and managing client relationships. It offers a supportive team culture and flexible work options, with the potential for funded STEP qualifications to enhance your career. This position is ideal for candidates who enjoy engaging with high-net-worth...

Job Description Job Overview If you’re looking to work with a friendly firm that genuinely puts clients first, this could be a great opportunity. There are no fee or billable hour targets here, so you can focus on what really matters: delivering high-quality advice and excellent service across the full range of private client work, including Wills, Powers of Attorney and...

You will advise on estate planning, trusts, succession structures, asset protection and estate administration, collaborating with colleagues across property, business law, charities, family, employment and litigation to deliver holistic, joined-up advice. The position offers meaningful client contact and the chance to build trusted long‑term relationships.