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 Swindon (or potentially 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:

This is a super opportunity for a CTA personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. 

Our client has built a strong reputation in the Personal Tax field, in particular advising landed wealth, entrepreneurs, business owners, farming & bloodstock clients and HNW families. Demand for their expertise continues to grow and they now seek an additional personal tax Associate Director or Director.

The incoming individual will take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work, as well as overseeing complex personal tax compliance. 

Working alongside high profile partners, it is a chance for a talented CTA to build a 'name' for themselves as one of the prominent private client advisers in the region. Support will also be provided with development towards Director grade.

The successful candidate will have extensive experience of advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients. They will be a confident client-facing adviser, who also enjoys building third-party relationships.

Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes.  

Salary is likely to be in the region £75,000 - £90,000 p.a. + benefits, dependent on experience. 

This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5155

Alternatively, simply apply below:

An opportunity for a talented personal tax adviser to join the partnership of a high-profile (non PE backed) London accountancy firm.

Their Private Client team handles high-end UK and international personal tax work and is independently recognised for its expertise in the field. The team is undertaking a succession-planning exercise and is keen to appoint a direct-entry partner with excellent international private client tax planning skills.

Very much a client-facing advisory role, the incoming individual will undertake ad hoc income and capital taxes planning work for an impressive client list of HNW entrepreneurs, business owners and wealthy families. They will also assist fellow Personal Tax partners with the management, leadership and direction of the Private Client Tax team. The role will also include raising the profile of the service line, through networking and business development initiatives.

The incoming individual therefore needs to be a commercial team leader, as well as a strong personal tax technical adviser. A portfolio of clients awaits, but strong business development experience is important.

The role would suit an existing Partner, looking to progress their career within a firm where Private Client Tax is a prominent service line. Alternatively, an experienced Personal Tax Director who is ready to step up to partnership. Either way, the individual will be CTA qualified with extensive personal tax advisory experience.

Salary dependent on experience: £Six figures + route to equity

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

Alternatively, simply apply below:

A great opportunity for a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role.

Advise a broad range of HNW individuals, families, landed wealth, business owners and entrepreneurs. Work with leading Partners on an interesting range of ad hoc capital taxes planning projects.

Act as a key point of contact, in very much a client-facing, relationship management role.

You'll need demonstrable experience of advising HNW private clients on their personal taxation. Strong communication, report writing and interpersonal skills are also important.

In return you'll join a thriving, sociable and supportive team that is proud of the high quality work they handle.

Salary dependent on experience but likely to be in the range £30,000 - £40,000 + Bens. They also genuinely embrace work/life balance, including offering hybrid working 2-3 days a week.

To find out more about this great career opportunity, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5193

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:

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 Associate Director level. The role would suit either an AD seeking a new challenge and a route towards Director, or alternatively, a Senior Manager ready for the step up to Associate Director grade.

As an Associate Director, your responsibilities 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.

- Currently at least Senior Manager grade within a respected team.

- Sound knowledge of private client tax issues including CGT, IHT and trusts - preferably some experience with rural clients and landed estates.

- 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 £82k-£92k + bens. 

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

Alternatively, simply apply below:

Prominent London accountancy firm seeks a Trusts Assistant Manager to advise HNW families, their trusts and estates. 

You'll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively. The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration. You'll also assist directors and partners with identifying and advising on ad hoc trust planning opportunities. 

This is very much a third-party and client-facing role, providing an opportunity to become a true trusted adviser. So strong communication and relationship management skills are important. 

The successful candidate is likely to be tax, trusts or accounting qualified and will certainly have demonstrable experience of handling a HNW trusts portfolio.

Based in central London, the role offers the scope to work from home 2-3 days a week. Salary dependent on experience but c.£52k-£62k + bens. The team are also keen to support the incoming individual with progression towards Manager and Senior Manager grades. Ref 709

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

Alternatively, simply apply below:

If you're a personal tax CTA looking to move into an advisory-focused role, our client offers the opportunity to handle high quality private client tax planning work from their offices in either Canterbury or Chatham. There's also scope to homework a couple of days a week.

You'll work closely with high profile partners and senior managers, providing ad hoc income and capital taxes planning advice to HNW families, entrepreneurs and business owners. This is an advisory-focused role (90%), requiring the CTA qualification and a strong technical understanding of CGT, IHT and income tax issues. Some previous personal tax planning experience would be helpful but is not essential. 

As this is very much a client-facing role, excellent communication and relationship management skills are essential.

Salary will be dependent on experience, but is likely to be in the region c.£45k-£55k + bens.

This is a super opportunity to leave most of the tax return work behind and to progress your personal tax career in the HNW planning field. To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5189.

Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit a Personal Tax Associate Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge

You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route towards Director grade.

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk quoting Ref 5073

Alternatively, simply apply below:

Our client is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and are keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of onshore and offshore trusts, acting as the client's primary point of contact. You'll work closely with Directors and Partners on ad hoc trust advisory projects, as well as reviewing trust accounts and returns prepared by junior staff. You'll oversee day to day trust management, liaising with clients, trustees and third-party advisers.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.

Salary will be dependent on grade and experience but within the band £65,000-£75,000 + bens.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 705

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

Alternatively, simply apply below:

An opportunity to join a respected firm that offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.

You’ll join an established and high-profile team, advising regional, London and international wealth. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT / succession planning.

The role is based in Guildford but offers hybrid working 2-3 days a week.

The team is busy, growing and keen to appoint an additional CTA at Associate Director level. You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects including CGT, IHT, residence and the use of trusts. You will also oversee your clients' annual compliance (managing a team of junior tax advisers handling tax returns etc day to day). You’ll have the opportunity to work with experienced private client tax partners and to build a name for yourself in the region.

The role would suit a London an experienced Senior Manager or Associate Director looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice. Either way, support will be provided with progression towards Director grade. Salary will be dependent on experience, but is likely to be in the region £85k-£95k + bens.

The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Guildford and the surrounding area, drop me an email for further details – michaelhowells@howellsconsulting.co.uk  Ref 5229

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 716

Alternatively, simply apply below: 

We are working with a high profile, mid-sized London accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.

You'll oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.

You'll also work closely with partners on identifying and advising on ad hoc trust planning projects.

As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£65k-£75k + bens.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 710

Alternatively, simply apply below:

We are working with a high quality tax boutique that advises an impressive client list of HNW business owners and professional practice partners. 

Their Personal Tax team works entirely remotely, offering the opportunity to handle high quality private client tax work from anywhere in the country.

They are growing and keen to appoint a part-time personal tax Senior (probably 3 days a week). The role will involve overseeing a portfolio of private clients, their tax returns and annual compliance. You'll liaise directly with clients, as well as being supported by experienced senior managers and directors. 

The role offers a great lifestyle option to a personal tax adviser (preferably ATT qualified), looking to perform an interesting and varied private client role alongside wider non-work interests. Hours and which days each week are completely flexible. Salary to £45k full-time equivalent. 

To find out more just email michaelhowells@howellsconsulting.co.uk  quoting Ref 5230

Alternatively, simply apply below: 

Our client offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.

You’ll join an established and high-profile team, advising regional, London and international wealth. The client base includes PE executives, HNW business owners, serial entrepreneurs and wealthy families. The team undertakes  income and capital taxes planning, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues and succession planning.

The team is busy, growing and keen to appoint an additional CTA at Manager level. You will take responsibility for a portfolio of HNW/UHNW individuals and their families, as their key trusted adviser. This will involve identifying and advising on ad hoc personal tax planning projects, as well as overseeing complex compliance. You’ll have the opportunity to work with experienced partners and to build a name for yourself in the region. There is also scope to work with partners and directors on networking and business development initiatives. 

The role would suit an experienced London Assistant Manager or Manager looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice locally. Either way, support will be provided with progression towards SM and Director grades. Some PE-related personal tax experience would be helpful, but is not essential. Strong previous experience of income and capital taxes planning for HNWIs is important.

Salary will be dependent on experience, but is likely to be in the region £55k-£65k + bens.

The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Tunbridge Wells and the surrounding Kent countryside, email michaelhowells@howellsconsulting.co.uk quoting Ref 5140

Alternatively, simply apply below: