We are on the lookout for a Personal Tax Partner (or top-end Director ready to step up), for a highly respected team in Surrey.

The team handles London and international HNW/UHNW private client tax advisory work, so would be an ideal option for a London adviser looking to maintain their quality of work, without the commute.

The incoming individual will co-lead the Private Client Tax offering in the region, perform a client-facing advisory role, manage a team of experienced personal tax advisers and undertake networking and business development activity.

The client base includes new-money serial entrepreneurs, business owners, PE clients, multi-generational families, trusts and international UHNWIs.

This is a high-profile role, offering a talented adviser a route to equity.

To find out more, just email me at michaelhowells@howellsconsulting.co.uk

Our client, a specialist tax boutique in London, is seeking an Associate Director to join their established and growing team. This is an exceptional opportunity to manage a portfolio of high-net-worth individuals with a strong international focus, providing ad-hoc advisory services and an element of compliance review.

This high-end, independent firm offers not only a great range of personal tax and trusts planning work, but also values genuine work/life balance.  The team is proud of the trusted advisor relationships they’ve built, but burning the midnight oil is not encouraged.

The Opportunity:

As Private Client Tax Associate Director, you will:

• Manage a portfolio of high-net-worth individuals, with a focus on international clients.
• Provide expert advice on complex tax matters, including:
  • Residence, the statutory residence test and the FIG regime
  • Double Tax Treaties
  • Remittance Basis and Anti-Avoidance Provisions
  • UK tax implications for offshore trusts and beneficiaries (including motive defence, taxation of distributions, and UK real estate ownership)
  • Implications of Finance Act 2025 changes for non-doms and offshore trustees
  • IHT planning, including APR, BPR, Family Investment Companies, and Family Investment Partnerships
• Combine ongoing complex compliance work with ad-hoc advisory projects. The compliance element can be tailored to the incoming individual and their experience/preferences.
• Communicate complex tax concepts clearly and concisely as a key client-facing adviser.
• Collaborate within a supportive team environment.

About You:

• CTA qualified and possibly also STEP.
• Possess a strong technical background in UK tax and trusts, with a focus on international private clients.
• You are eager to expand your knowledge and skills in a constantly evolving field.
• You have excellent communication skills, both written and verbal, and can explain complex tax issues in plain language.
• You are a flexible team player, capable of managing your own portfolio while supporting colleagues.

The team operates hybrid working and can offer a salary to £110,000 p.a. (dependent on experience).

To find out more about the opportunity, please email michaelhowells@howellsconsulting.co.uk  quoting Ref 5249

Alternatively, simply apply below:

Handle high-quality private client tax work as a key member of a respected team near Gatwick.

One of the region’s leading accountancy firms is looking to make a strategic hire into its thriving Private Client Tax team. They are keen to appoint a CTA qualified personal tax Manager, to handle a broad range of capital taxes planning and complex personal tax compliance review work.

You’ll look after a HNW portfolio of dynamic business owners, wealthy families, landed clients and trusts. In particular, you’ll utilise your knowledge of CGT and IHT planning to preserve wealth and ensure successful succession planning.

The role also involves supervising junior members of the team, overseeing their compliance work and performing very much a key client-facing role.

This is a supportive and sociable environment in which you will be encouraged to progress your career on towards senior manager grade. Based in the Gatwick area, the role offers homeworking a couple of days a week.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5268

Alternatively, simply apply below:

Are you looking to progress your private client tax career with a respected and supportive team, handling high quality, HNW personal tax work?

An opportunity has arisen to join the Private Client Tax team of a high-profile firm in Chichester. They advise a broad range of new and old money private clients, including HNW entrepreneurs, business owners and international families. The team is thriving, growing and keen to appoint an Assistant Manager to handle a mix of personal tax compliance and ad hoc planning work.

Ideally CTA qualified (or ATT and looking to study for CTA), the incoming individual will perform very much a client-facing role. Supported by an experienced team, they will gain exposure to a broad range of income and capital taxes issues and be encouraged to progress their career towards Manager and Senior Manager grades.

Based in Chichester, the role offers homework two days a week.

To find out more about the opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk quoting reference 5269

Alternatively, simply apply below:

We are handling a Senior Manager opportunity with the internal Tax Technical Training and Knowledge Management team of one of London’s leading accountancy firms.

The team supports the fee-earners by providing on-going tax technical updates, seminars and training, to ensure they deliver cutting edge, accurate and timely tax advice.

The CTA qualification is a pre-requisite, along with a demonstrable background in HNW personal tax. Knowledge of the tax issues effecting OMBs and companies would also be useful, but it is the willingness to broaden one’s knowledge beyond a deep understanding of private client tax that is important.

Previous tax training or knowledge management experience would be helpful, but is not critical.

Excellent communication and presentation skills are essential, as the incoming individuals will be liaising with tax advisers from across the firm, from new joiners to partner level.

The opportunity would be ideal for an existing Tax technical training Manager looking to grow their role, but CTAs currently working in a client-facing tax practice role will be considered.

The position offers flexible hours and homeworking three days a week.

To find out more, just email me at - michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below:

Are you a CTA personal tax Assistant Manager looking to escape busy season, time sheets and billing? Or do you currently work in a tax training or tax knowledge role and are looking for the next step in your career?

We are handling an Assistant Manager opportunity with the internal Tax Technical Training and Knowledge Management team of one of London’s leading accountancy firms.

The team supports the fee-earners by providing on-going tax technical updates, seminars and training, to ensure they deliver cutting edge, accurate and timely tax advice.

The CTA qualification is a pre-requisite, along with a demonstrable background in HNW personal tax. Knowledge of the tax issues effecting OMBs and companies would also be useful, but it is the willingness to broaden one’s knowledge beyond a deep understanding of private client tax that is important.

Previous tax training or knowledge management experience would be helpful, but is not critical.

Excellent communication and presentation skills are essential, as the incoming individuals will be liaising with tax advisers from across the firm, from new joiners to partner level.

The opportunity would be ideal for an existing Tax technical training Assistant Manager looking to grow their role, but CTAs currently working in a client-facing tax practice role will certainly be considered.

The position offers flexible hours and homeworking three days a week.

To find out more, just email me at - michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below:

A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm.

This is a strategic appointment working closely with some of London's most respected Private Client Tax Partners.
The role is advisory focused and will involve a number of key elements:

• Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
• Advising on succession-planning for UHNW multi-generational families.
• Acting as a key technical resource for IHT planning matters.
• Performing very much a client-facing relationship management role.
• Acting as the principal point of contact for trustees and third party advisors.
• Overseeing a team of experienced and qualified trusts professional, their workload, profitability, development and training.
• Assisting partners with private client networking and business development initiatives.

The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile. 

Salary dependent on experience but likely to be in the region £90k-£110k p.a. 

To find out more about this opportunity please email  michaelhowells@howellsconsulting.co.uk  Ref 739

Alternatively, simply apply below:

A great opportunity to join one of Bristol’s leading, independent accountancy firms at an exciting time in its growth.

Our client has built a strong reputation in the Private Client field, acting for an impressive HNW client list of new-money entrepreneurs, business owners, multi-generational families and landed wealth. Demand for their personal tax expertise continues to grow and they are now keen to appoint an additional CTA at Manager level.

You will join a thriving and growing team in Bristol. Performing very much a client-facing role as a key point of contact, you’ll take responsibility for a broad portfolio of HNWIs and their families. You’ll oversee their annual compliance, as well as identifying and advising on ad hoc personal tax planning opportunities. Working closely with senior managers and partners, you’ll undertake capital taxes advisory projects and also have the opportunity to assist with networking and marketing initiatives.

You’ll need to be CTA qualified and currently working either as a Manager or Assistant Manager in a respected Private Client Tax team. You’ll be looking for the next step in your career and be keen to join a supportive environment where you’ll be encouraged to develop your technical and non-technical skills.

Demonstrable experience of advising HNWIs on income tax, CGT, IHT and succession planning is essential. You’ll also need strong communication and interpersonal skills as this is a key client relationship management role.

Based in Bristol, the role offers homeworking two days a week, as well as flexible hours. Salary will be dependent on experience but is likely to be c.£55k-£65k + Bens. Genuine scope exists to progress on to Senior Manager grade.

If you would be interested in learning more about this opportunity, please email me quoting Ref 5276 - michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below:

Are you an EA qualified US/UK dual-handler in London, looking to build your tax career with a leading team, offering exposure to ad hoc advisory work?

We are working with a high-profile US/UK private client tax team that is looking for an Assistant Manager to oversee a portfolio of HNW/UHNW individuals and families. 

Very much a client relationship management role, the work will include overseeing annual compliance, as well as handling ad hoc planning projects. 

The team is growing and offers a supported pathway to Manager and Senior Manager grades. They also offer hybrid working, with most of the team in the office three days a week.

Salary will be dependent on experience but is likely to be c.£54k-£62k + Bens.

To find out more and to request a full job description, please email me quoting Ref 868 at - michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below:

Our client is one of London’s premier US/UK expatriate tax teams. They offer the opportunity to work with growing entrepreneurial companies, their directors and senior executives, as a key trusted adviser. The team doesn’t handle huge assignment projects, but instead undertakes advisory and compliance work for mid-sized and smaller firms, building key, long-term relationships.

The team is busy, growing and keen to appoint an additional US/UK dual-qualified Expatriate Tax Senior Manager. The position offers significant client exposure as a key point of contact and the opportunity to really make a strategic difference to a client’s business. You’ll also maintain a high profile within the team, making a significant contribution to the ongoing success of the practice.

Many of the team are ex-Big 4, attracted by the quality of work, swift progression, less hours and the opportunity to feel that they are actually making a difference.

The role will involve managing a portfolio of clients from a range of industries, overseeing their annual US/UK expat tax compliance (assisted by qualified and experienced junior staff), as well as undertaking ad hoc planning projects with some of the profession’s most respected expat tax Partners.

Scope also exists to get involved with presentations, networking and broader business development initiatives.

The team are keen to find someone whom they can support with progression towards Director grade. Hybrid working 2-3 days a week is also on offer.

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk  quoting reference 869

Alternatively, simply apply below:

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams.

Our client advises UHNW multi-generational families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

The team now seeks to recruit an additional personal tax adviser at Director level. The successful candidates is likely to be a CTA qualified Associate Director or Director and able to demonstrate deep expertise in advising multi-generational families on CGT, IHT, estate planning, trusts, FICs and potentially the FIG regime. They will also have experience of managing complex client relationships as the key point of contact.

Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.

This is a tremendous opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.

Salary will be dependent on experience but is likely to be in the region £140k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5219

Alternatively, simply apply below:

A rare opportunity to join an award-winning, advisory-focused Private Client Tax team at an exciting time in its growth. This non-Big 4 and non-PE backed firm has built a strong reputation in the UHNW Private Client field. Their team of CTAs advise an impressive client list of serial entrepreneurs, business owners, multi-generational families, landed wealth and trusts. Many of their clients have international aspects to their affairs.

Demand for their income and capital taxes planning expertise continues to grow and the team now seeks a CTA Personal Tax Senior Manager to perform an advisory-focused role. Working closely with some of the profession’s most respected private client Partners and advisers, the incoming Senior Manager will undertake ad hoc personal tax planning projects as a key client relationship manager. The work will relate to a broad range of issues including CGT, IHT, estate planning, the use of trusts, property issues, residence, international wealth structuring, and succession-planning.

It is a fantastic opportunity for a CTA qualified adviser to progress their career with one of London’s premier Private Client teams, and to be supported with progression towards AD and Director grades.

The CTA qualification is a pre-requisite, along with demonstrable in-depth technical knowledge of income and capital taxes planning for new and old money high net worth clients. Strong communication and relationship management skills are also essential.

In return the team offers a sociable, supportive and collegiate environment. They have embraced hybrid working (the office is based in central London) and would offer a salary in the region of £85k-£95k (depending upon experience) + bonus + benefits.

To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting Ref 5247

Alternatively, simply apply below:

Based in the heart of the West End, our client has built a strong reputation for advising HNW business owners, serial entrepreneurs, international families, sports and entertainment professionals. They act for an impressive private client list and the team continues to grow.

They are now keen to make a strategic appointment at Senior Manager level. The role will involve providing ad hoc personal tax planning services as a key client contact. You’ll need the CTA qualification, along with demonstrable experience of advising HNWIs on income tax, IHT, CGT, residence, trusts and succession planning. You’ll be an accomplished client manager, capable of communicating complex technical issues in a clear and concise manner. You’ll also have experience of overseeing more junior staff and their annual compliance workload.

Very much a client-facing role, the position will also involve working closely with partners on networking and marketing initiatives. As a key member of the Private Client Tax team, you will maintain a high profile internally and externally. You will also be supported with progression towards Director grade.

The position offers hybrid working (2-3 days a week in the office), flexible hours and a culture where you will genuinely make a difference. Salary dependent on experience but the Senior Manager band runs up to c.£92k plus benefits.

If you’d like to find out more about this opportunity, please email michaelhowells@howellsconsulting.co.uk  quoting Ref 5274

Alternatively, simply apply below:

Progress your career with a high profile, supportive and sociable team, based in the heart of the City.

Advise a broad range of entrepreneurial new-money clients including HNW business owners, international families, family offices and trusts. Undertake a healthy mix of ad hoc personal tax planning and compliance review work. Advise on CGT, IHT, succession, residence and property-related issues.

Manage a team of personal tax advisers, allocating their work and utilizing their skills and experience. Assist high profile Partners with networking initiatives and the marketing of the private client service line.

Benefit from a supported pathway towards Senior Manager grade, with the potential to progress on to Director in due course.

Enjoy hybrid working (2-3 days a week in the office), flexible hours and a culture where you will genuinely have a voice. Salary dependent on experience but the Manager band runs up to c.£75k plus benefits.

If you’d like to find out more about this opportunity, please email michaelhowells@howellsconsulting.co.uk  quoting Ref 5273

Alternatively, simply apply below:

An opportunity for a Trust Manager to join one of Cambridge’s most respected Private Client teams.

You’ll perform very much a client and third-party facing role, overseeing a portfolio of HNW trusts and estates. This will require excellent communication and relationship management skills.

On the technical side, you’ll prepare and review trust accounts and trust returns, as well as assisting the partners with ad hoc trust planning projects. There is also scope to undertake personal tax advice for HNW individuals and their families.

Based in Cambridge, the team generally works from home two days a week and the firm always encouraged a healthy work/life balance amongst its staff.

Scope exists to progress towards Senior Manager grade, in a genuinely supportive environment. Salary will be dependent on experience but is likely to be in the region £60k - £70k + bens. Ref 737

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below: