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:

We are keen to speak to CTA qualified personal tax Managers and top-end Assistant Managers, who may be interested in a new, advisory-focused role in Cambridge.

As a key member of a high-profile Private Client Tax team, you’ll advise HNW entrepreneurs, business owners, families, trusts and landed wealth on all areas of their income and capital taxes planning.

You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment. 

The incoming individual will need to have a strong technical grasp of income tax, CGT and IHT planning for HNWIs (including the use of trusts), with experience of advising new-money entrepreneurial private clients. Experience of succession planning and / or international personal tax (FIG regime, residence etc) would be particularly valued.

The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £60k-£70k + bens.

This is a super opportunity for a personal tax Manager to develop their career in a respected and supportive firm, offering genuine scope for progression to Senior Manager and Director grades. Ref 5223

To find out more, simply email michaelhowells@howellsconsulting.co.uk 

Alternatively, simply apply below:

Our client is one of London's premier (non-Big 4) Private Client Tax teams. They advise UHNWIs on all areas of their income and capital taxes planning, with particular expertise in advising international private clients.

The team is busy, growing and keen to recruit a CTA qualified Manager. You will provide ad hoc personal tax planning and asset structuring advice to multi jurisdictional families, entrepreneurs, business owners and family offices. Strong experience of advising on residence, domicile and remittance-related personal tax planning is therefore important.

You'll work with leading private client tax Directors and Partners, who will help you to develop your technical and non-technical skills - assisting with the progression towards Senior Manager and Director grades.

This is a sociable and supportive firm that has adopted hybrid and flexible working. So there is scope to work from home 2-3 days a week, if one wishes. Salary to £75,000 (dependent on experience) plus bonus and benefits.

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk  quoting reference 5254

Alternatively, simply apply below:

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, international HNWIs and landed wealth. Take your career to the next level with one of Bristol's leading Private Client teams.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Manager grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is important, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Senior Manager grade.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5214

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

Alternatively, simply apply below:

One of the region’s premier Private Client Tax teams is keen to appoint an additional CTA at Manager level.

This thriving team advises HNW families, serial entrepreneurs and business owners on all areas of income tax, CGT and IHT planning. Acting as their key trusted adviser, the incoming Manager will be responsible for overseeing and reviewing the personal tax compliance on a portfolio of wealthy clients. The role will also involve working closely with the Directors and Partners on ad hoc capital taxes planning projects.

As a client-facing relationship manager, excellent interpersonal and communication skills are important. The Manager will also assist with business development and networking initiatives, building a name for themselves in the Edinburgh region.

This is a supportive and sociable environment, offering a pathway through the Manager band and on to Senior Manager grade. If you are a personal tax focused CTA with demonstrable experience of advising HNWIs on IHT, CGT, trusts and related issues, the role offers a great career opportunity within a respected and high profile team.

To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting Ref 5238

Alternatively, simply apply below:

Undertake a broad range of ad hoc capital taxes planning work and complex compliance, as a key member of a thriving Private Client Tax team in Birmingham.

Our client has built a strong reputation for advising entrepreneurial HNWIs, business owners, families and trusts. Their Private Client team offers exposure to an impressive client list and scope to work with some of the region's leading advisers.

You'll mentor junior advisers and work with Partners on advisory projects and business development initiatives. The aim being to provide you with the full skill set required to progress to senior management.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNW individuals on UK income tax, CGT and IHT issues.

This is a friendly, sociable and supportive team offering genuine opportunities to progress to Associate Director grade and beyond. The team operates hybrid working 2-3 days a week.

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk quoting Ref 5240

Alternatively, simply apply below:

A new opportunity to join the award-winning Private Client team of a respected London law firm. 

The incoming individual will oversee a high-end portfolio of trusts and estates, taking responsibility for their related accounts, returns and associated compliance. The majority of the trusts are UK domestic, but there is also scope to get involved with offshore trusts advice.

The Trusts Manager will supervise a team of more junior trusts advisers and also have the opportunity to work with senior managers and partners on ad hoc trust planning projects.

The STEP and/or ATT/ACA qualifications would be ideal but are not essential. However, strong experience of advising on, preparing and reviewing trust and estates accounts and tax returns is important. The successful candidate will have an excellent grasp of the UK trust taxation.

Very much a client-facing and third-party facing role, it is important that the Manager is a confident communicator with excellent client relationship management skills.

Genuine scope exists to progress to Senior Manager grade in what is a supportive and sociable environment. The team is based in central London but operates hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be £70k-£75k + bens and bonus.

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk  quoting Ref 736

Alternatively, simply apply below:

Advise HNW multi-generational families as a key member of one of London’s award-winning Private Client Tax teams.

Undertake a broad range of income tax, CGT, IHT and succession planning work as a key trusted adviser. Work alongside some of the profession’s most respected advisers and be supported with progressing your career towards Director grade.

Our client has a built a strong reputation in the personal tax and trusts fields. They look after domestic and international HNWIs, old and new money, their families, trust structures and associated businesses. Their Private Client team continues to grow and they are keen to appoint a CTA qualified Senior Tax Manager to advise on income and capital taxes planning and complex compliance. The personal tax work on offer is high quality and broad ranging including the use of FICs, trusts and partnerships to manage family wealth. Some of the clients are international in nature, so an awareness of the FIG regime and residence issues is important.

You’ll be looking for a client-facing, advisory-focused role where you can work alongside high-profile Partners on a broad range of personal tax planning, succession and structuring projects. You’ll also be happy to roll your sleeves up and to review complicated compliance associated with your clients.

This is a great opportunity to join a supportive and sociable team-orientated environment, offering high-quality private client tax work. Based in the City of London, the role offers hybrid working 2-3 days a week. Salary will be dependent on experience (the role would suit a Senior Manager seeking a new challenge, or a Manager looking to make the step up to SM grade), but is likely to be in the region £80k-£95k + bonus + benefits.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5263

Alternatively, simply apply below:

We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field. They are growing and keen to find a talented individual at Senior Manager level. The role would suit either an SM seeking a new challenge and a route towards Director, or alternatively, a Manager ready for the step up to SM grade.

The role will include:

- Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.

- Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.

- Building and maintaining client relationships, as well as identifying new work opportunities.

- Supervising junior staff, their compliance and advisory workloads.

- Developing the junior team and assisting with their technical and personal growth.

Background:

- Significant experience in private client tax from a professional services firm.

- Sound knowledge of private client tax issues including CGT, IHT and trusts 

- Proven technical expertise and the ability to convey complex messages effectively.

- Experience in tax planning/advisory projects and handling compliance issues.

- People management and organizational skills.

- Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £70k-£85k + bens. 

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5220

Alternatively, simply apply below: