Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as serial entrepreneurs, business owners and UK res non doms.

The team is busy, growing and keen to make an additional appointment at Senior Manager level.

The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.

The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy clients on IHT, CGT and trusts. Experience of domicile, residence and remittance would also be valued. 

The team operates hybrid working with advisers typically in the office three days a week. Salary will be dependent on experience but likely to be in the region c.£75,000 - £85,000.

There are genuine opportunities for a talented adviser to progress towards Director grade. Ref 5228

To find out more please email Michael Howells at michaelhowells@howellsconsulting.co.uk

or simply apply below:

Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to wealthy private clients (FS executives, business owners, entrepreneurs and their families). 

Demand for their expertise continues to grow and they are keen to recruit an EA/ATT dual-qualified Manager, to provide personal tax advisory and compliance services as a strategic member of the team.

You’ll take responsibility for a HNW client portfolio as their primary point of contact. You’ll also work closely with some of the profession’s leading US/UK Partners, who will support you with your own progression towards Senior Manager and Director grades.

The role requires a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. It would suit either an existing Manager seeking a new challenge, or a talented Assistant Manager ready to step up to Manager grade.

You’ll have gained the EA and ATT qualifications, but the role also requires excellent client relationship management skills and a commercial approach to WIP, recoverability and identifying new business opportunities.

The firm has adopted hybrid working, with many of the team coming into the office 2-3 days a week. However, there is scope to work more remotely if one wishes.

Salary will be dependent on experience and grade but their Manager band runs to £75k + Bens. 

This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser.

To find out more about this opportunity just email michaelhowells@howellsconsulting.co.uk quoting Ref 852

Alternatively, simply apply below:

Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior Manager. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners. 

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Overseeing their annual compliance cycle and a team of junior tax advisers
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Working closely with leading Partners where required.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client-facing role, you will require excellent communication and relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.

Salary will be dependent on experience and grade, but is likely to be in the region £75k-£85k + bens p.a.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5200 

Alternatively, simply apply below:

Our client is a respected mid-sized London accountancy firm, that has built a strong reputation in the Private Client field. Their team is independently recognised for the strength of its expertise. They advise an impressive HNW client base including on and offshore trusts, estates, family office and probate work.

Their Trusts & Estates team is growing and is keen to appoint an experienced Trusts accountant at Senior Manger level.

The role will involve overseeing a high quality portfolio of trusts, their accounts, taxation and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role.

They will also work closely with directors and partners on ad hoc trust planning projects - creation, restructuring and cessation.

The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration. 

For the right person, scope exists to progress on to AD and Director grades.

The firm is modern and forward-thinking in its outlook. It is embracing agile working and offers flexible hours where required. Based in central London but offering homeworking two days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £80k-£90k + bens. Ref 715

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

Alternatively, simply apply below:

Take your career to the next level with one of Bristol's leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

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 two additional personal tax advisers at Assistant Manager and 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 a pre-requisite, 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 Manager and Senior Manager grades.

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

Salary dependent on experience and grade (AM or Manager entry) but in the region £45,000 - £60,000. Ref 5096

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

Alternatively, simply apply below:

Our client is a high-profile accountancy firm with a strong reputation across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior or Assistant Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress on to Manager grade with the support of the team's Directors and Partners. 

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

The key element of the role will involve managing a portfolio of HNW clients (both UK and international). The position involves both advising on ad hoc income and capital taxes planning, as well as some review of compliance.

As very much a client-facing role, the individual will require excellent relationship management skills. 

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5004

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

Alternatively, simply apply below:

Advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You’ll also play a key role in the management of the team, assisting experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.

This high-profile Private Client Tax team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership.

The majority of the role involves client-facing personal tax advisory duties, so strong technical knowledge of IHT, CGT, extraction of wealth from businesses and property-related planning is important. You’ll also need to be a confident communicator and accomplished client relationship manager. 

This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to really build a name for themselves in the Cambridge area and to lay the foundations for a step up towards partner grade.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting reference 5224

Alternatively, simply apply below:

Are you CTA qualified and looking to pursue your private client tax career with a high-profile, award-winning team?

We're working closely with a respected firm that has built a strong reputation for advising serial entrepreneurs, business owners, landed wealth and international HNWIs. 

They are keen to appoint an additional personal tax specialist at Tax Senior level. The role will involve overseeing a portfolio of wealthy private clients from a range of backgrounds. You'll act as their trusted adviser and relationship manager, handling all areas of their personal tax compliance and working with leading Partners on ad hoc capital taxes planning projects.

The firm has a collegiate culture and their supportive and sociable Private Client team will assist you with progressing towards AM and Manager grades.

Based in Salisbury, they offer hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be in the region £35k-£45k + bens.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5208

Alternatively, simply apply below:

we are working with an award-winning London accountancy firm who are independently recognised for the strength of their Private Client Tax offering. Their Trusts & Estates team is busy, growing and undertaking partner succession-planning. 

Ideally, the team would like to appoint a Trust & Estates Director whom they can support with progression to Partnership in the short to medium term. The firm is not PE backed. 

The role would suit a top-end Trust Senior Manager ready for the step up to Director, or alternatively a Trust Director seeking a new challenge and route to partnership.

The client base is UHNW and high quality, offering a broad range of trust structuring, estate planning and management work. The incoming individual will be a key client relationship manager and will also assist private client partners with networking and business development initiatives. The successful candidate is likely to be STEP and/or CTA qualified, but will certainly have strong trusts and related tax experience, gained in a leading accountancy or law firm. 

This is a rare opportunity for a senior trusts adviser to position themselves for partnership. The firm is supportive, sociable and offers hybrid working arrangements. Salary will be dependent on experience but is likely to be £100k+. 

To find out more please email michaelhowells@howellsconsulting.co.uk  quoting Ref 713

Alternatively, simply apply below:

Want to be more than a face in the crowd? We are working with one of London's high-end tax boutiques, who specialise in the provision of tax and wealth planning advice to HNW American clients.

Their Private Client Tax team is thriving, growing and keen to appoint an additional adviser at Assistant Manager grade. The incoming individual will look after a portfolio of HNW US executives, business owners, PE principals and their families. Acting as a key point of contact, they will manage the client relationship, oversee the annual US and UK personal tax compliance cycles and review the work of junior preparers. They will also work closely with respected Directors and Partners on ad hoc planning projects and networking/business development activities.

This is an opportunity for an ATT and EA dual-qualified adviser to develop their career in a supportive environment where they will have a genuine voice. They will take on early responsibility and be encouraged and assisted with progression towards Manager grade. Longer-term prospects are also excellent. 

Salary will be dependent on experience, but is likely to be in the region £55k-£65k + bens + bonus. The team operates hybrid working 2-3 days a week. 

To find out more about this opportunity, please email michaelhowells@howellsconsulting.co.uk quoting Ref 858

Alternatively, simply apply below:

Our client is a high-profile accountancy firm with a strong reputation across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Manager. The role would suit a talented Manager (or ambitious Assistant Manager looking to step up), who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress on to Senior Manager with the support of the team's Directors and Partners. 

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

The key element of the role will involve managing a portfolio of HNW clients (both UK and international). The position has a planning focus to it, advising on ad hoc income and capital taxes planning projects, with some review of complex compliance.

As very much a client-facing role, the Manager will require excellent relationship management skills. They should also have an interest in identifying business development opportunities on their portfolio, as well as building a third-party referral network in the region.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5005

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

Alternatively, simply apply below:

Take your career to the next level with one of Bristol’s leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

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 Tax Senior 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 a pre-requisite, 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 Manager and Senior Manager grades.

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

Salary dependent on experience but likely to be in the region £35,000 - £45,000 Ref 5096s

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

Alternatively, simply apply below:

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.

You'll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You'll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.

This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.

You'll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.

As one of the key members of the Private Client Tax team, you'll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.

Based in Bristol or Bath, the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.

Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.

To find out more, just email michaelhowells@howellsconsulting.co.uk quoting reference 5217

Alternatively, simply apply below:

We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base from offices near Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£70k-£80k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing holistic tax and trusts planning advice.

The role will involve overseeing a portfolio of offshore and onshore trusts. This will include reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries. 

It is a super opportunity for someone to undertake high-end trusts work without trekking into London. 

The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 665

Alternatively, simply apply below:

A fantastic opportunity to join a high-quality Tax Dispute Resolution team. 

Our client is a respected London accountancy firm that has built a strong reputation in the Tax field. Their Tax Investigations offering is core to the Private Client department's success and is widely recognised across the profession. Demand for their expertise continues to grow and the team is now keen to appoint an additional adviser at Manager level. 

Working closely with leading tax investigations specialists, you will support a range of clients with their representations to HMRC. This will include managing a varied portfolio of tax investigation, tax dispute and tax disclosure cases including agreeing strategies and fee structures. You will draft reports and disclosures to HMRC and robustly defend your clients’ positions.

All of this will require previous experience of tax investigation work, including HMRC enquiries, making disclosures and penalty mitigation. You will have a strong technical grasp of UK personal taxation and be ATT, CTA or HMRC qualified. Previous experience of COP8/9 is desirable although partners/directors will provide assistance in that area.

Salary dependent on experience but in the region £63,000 - £73,000 + bens.

To find out more, simply email michaelhowells@howellsconsulting.co.uk quoting reference 5236

Alternatively, simply apply below: