A great opportunity to join a high-profile Private Client Tax team, that is offering a supported route to Director and Partner grades.

Join a highly-respected team of advisers attracted from the Big 4, Top 10 and leading mid-sized firms, by the quality of personal tax work, client base, peer group and opportunities for progression. You will take responsibility for an UHNW portfolio of domestic and international families, entrepreneurs, business owners and family offices. As a key trusted adviser, you will undertake ad hoc income and capital taxes planning, including offshore structuring, remittance and domicile advice. Scope also exists to advise on shareholder planning, transaction-related personal tax issues and PE work, if you have expertise in those areas.

You’ll also get involved with business development and networking initiatives, enabling you to build your name across the private client field.

As a dynamic and growing team, our client offers genuine scope for supported progression to Director. They also have a strong track-record of promoting on to partnership. As you'd expect, they also offer hybrid working patterns, with most of their advisers in the office 2-3 days a week on average.

If you’d like to find out more about this opportunity, please contact us using Ref 5130

Join a respected private client tax team, specializing in advising UK and international HNWIs on all areas of their income and capital taxation. You’ll be an integral member of the team, performing an advisory-focused, client-facing role. You'll collaborate closely with well-known partners and liaising directly with third parties.

Your clients will include:

• HNW business owners
• Serial entrepreneurs
• Wealthy families
• Family offices
• Trusts

Many of the team’s clients are international with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.

Key responsibilities include:

- Managing a portfolio of HNW clients as their key point of contact

- Undertaking personal tax planning projects on areas including CGT, IHT, property-related issues, use of trust structures, extraction of wealth from businesses etc

- Mentoring, managing and supporting junior team members

- Identifying new client relationships and assisting in business development initiatives

- Overseeing compliance work undertaken by more junior advisers

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Some evidence of personal tax advisory work is important. Strong communication and client relationship management experience is essential.

The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2-3 days a week and foster a healthy work/life balance culture.

Salary will be dependent on experience, but is likely to be in the region £63k - £73k + benefits. Ref 5058

For further details of the opportunity, just email michaelhowells@howellsconsulting.co.uk  

An opportunity to join the award-winning Private Client team of a high-profile accountancy firm.

Our client is recognised as one of London’s premier providers of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and is keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. In addition, you will oversee the preparation and review of trust accounts and trust returns by junior staff.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, 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.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 663

A great opportunity for a CTA qualified Manager (or top end Assistant Manager) to join a leading private client tax team in Guildford.

Our client advises London and international HNW/UHNW entrepreneurs, business owners and families from their offices in Surrey. The team is growing and keen to appoint an additional personal tax adviser at Manager level. The role would suit an AM ready to step up, or an existing Manager looking to develop their career in a high-end private client environment.

The incoming individual will have the opportunity to handle ad hoc personal tax planning, as well as complex compliance, in very much a client-facing role. Strong technical knowledge of UK income and capital taxation is therefore important, including knowledge of residence and domicile issues. 

In return, our client offers a supported route to Senior Manager grade in a sociable and friendly team. They have also fully adopted hybrid working, so it is possible to work from home a couple of days a week if one wishes.

This is a great opportunity to pursue one's Private Client career in a high-quality, high-profile team.

Salary will be dependent on experience but is likely to be in the region £60k-£70k.

To find out more about the opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5181

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.

Our client is one of London's premier Private Client Tax teams. They advise UHNWIs on all areas of their income and capital taxes planning, with particular expertise in advising UK res non doms. 

The team is busy, growing and keen to recruit a CTA qualified Senior Manager or Associate Director. You will provide ad hoc personal tax planning and asset structuring advice to new-money entrepreneurs, business owners and wealthy families, many with multi jurisdictional aspects to their affairs. 

They'll help you to develop your technical and non-technical skills, whilst working closely with some of the profession's leading private client tax practitioners. The team is multi award-winning and offers genuine scope to progress to partnership.

The firm has fully adopted hybrid and flexible working practices, so there is scope to work from home 2-3 days a week, if one wishes. 

Salary will be dependent on experience and grade but is likely to be in the region £80k-£100k.

To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5143

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

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 (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 or Senior Manager, to provide personal tax advisory and compliance services as a strategic member of the team.

You’ll work closely with some of the profession’s leading Partners and be supported with your own progression towards Director and Partner grades.

You’ll need to have a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. Demonstrable UK experience of advising US HNWIs on their personal tax position is essential. 

You’ll also have gained the EA and ATT qualifications. The CTA would be a bonus but is not essential. The role requires excellent client relationship management skills, as well as 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 as a guide, their Manager band typically runs £73k-£80k + bens + bonus and the Senior Manager range is c.£80k-£90k + bens + bonus. Ref 5114

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

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms 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 individuals will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. They will also assist with ad hoc capital taxes planning.

Very much client-facing roles, the individuals 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 towards Senior Manager grade.

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

Salary will be dependent on experience but is likely to be in the region £53k-£63k + bens + bonus. Ref 5161

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

A fantastic opportunity for a CTA qualified personal tax adviser to join one of London’s premier Private Client Tax teams.

Our client advises a high-end client base of HNW/UHNW entrepreneurs, Times Rich List names, international families, family offices and trusts. Many of their clients have international aspects to their affairs. The team is busy, growing and keen to appoint an additional Personal Tax Assistant Manager. The individual will take responsibility for a HNW portfolio, advising on the annual personal tax compliance cycle, but also identifying and advising on ad hoc personal tax planning opportunities. Previous experience of advising UK res non doms is important.

Full support will be provided with progression towards Manager grade.

Based in the West End, the role offers scope to work from home 2-3 days a week, if one wishes. 

This is a modern, dynamic and forward-thinking firm, offering a fantastic opportunity to develop one’s career with one of London’s leading Private Client teams. Ref 5152

London quality work and career path, without the commute!

Our client is a high-profile accountancy firm that has built a particularly strong reputation in the Private Client field. Demand for their Trusts and Estates expertise continues to grow and they are now keen to appoint a Senior Manager to perform very much a client-facing role.

The client base is a mix of both London and regional clients, offering a challenging and varied portfolio of work. The incoming individual will work closely with a highly experienced Trusts & Tax Director, advising HNW clients on trust accounting, trust taxation, administration and ad hoc planning issues.

They'll also get involved with internal and external networking, helping to raise the profile of the Trusts offering across the region.

Ideally the adviser will need to be STEP and/or CTA qualified, but will certainly have extensive experience of advising trust, estate and charity clients.

This is a supportive and collegiate environment, where you will have the opportunity to develop your skills and knowledge alongside leading tax and trusts professionals. Genuine scope exists to progress towards AD grade. Based in Ipswich (or potentially Cambridge), the team believes in a healthy work/life balance and offers home working 2-3 days a week. Ref 685

An opportunity to join the award-winning Private Client team of a high-profile accountancy firm.

Our client is recognised as one of London’s premier providers of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and is keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. 

In addition, you will oversee the preparation and review of trust accounts and trust returns by junior staff.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, 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.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 663

A super opportunity to join one of London’s leading Private Client teams. Our client advises a prominent client base of UK and international UHNWIs, families (old and new money) and family offices. Their Trusts team is growing and keen to appoint a Trusts & Tax Assistant Manager to oversee the tax and accounts compliance on a varied portfolio of trust structures. You'll also advise HNWIs more broadly on IHT and estate planning. In addition, scope exists to work with high-profile Partners on associated trust structuring advice.

The incoming individual will have demonstrable experience of preparing/reviewing trust accounts and trust tax returns. They will be an accomplished client relationship manager with strong communication skills and are likely to hold an accounting or tax qualification. They should also be interested in pursuing the STEP qualification with our client’s support.

Genuine opportunities exist to progress swiftly towards Manager grade, in what is a growing and dynamic Trusts team. Ref 697

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. A great opportunity to position oneself for partnership with a leading player in the Private Client field.

The team advises UK and international UHNWIs on all areas of their personal taxation including multi-jurisdictional wealth planning, succession-planning, property-related issues, transaction-related advice and extraction of wealth from businesses. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

Our client now seeks to recruit an additional personal tax adviser at Director level. The incoming individual will be CTA qualified with extensive experience of income and capital taxes planning for UHNWIs and their families. They will also have experience of networking, business development and building referral relationships. Strong team management skills are also important.

In return, the individual will work closely with some of the profession’s leading Private Client Partners and advisers, in very much a client-facing advisory-focused role. Genuine scope exists for progression to partnership.

Salary will be dependent on experience but is likely to be in the region £110k-£140k + 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 get in touch quoting Ref 5192

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including landed estates, rural business owners, wealthy families and trusts.

They continue to attract work of the highest quality and are keen to bolster their team with the appointment of a CTA personal tax Senior Manager.

You will perform a client relationship management role, as their key trusted adviser. You’ll advise on a broad range of personal tax related issues including succession planning, CGT, IHT and the use of trust structures.

The role involves a healthy mix of ad hoc capital taxes planning work (assisted by high profile Partners where required), as well as overseeing an interesting compliance portfolio.

You will have the opportunity to build a name for yourself in the region, developing relationships with clients and third-party advisers, backed by an award-winning team.

Support will be provided with developing your skills and experience towards AD and Director grades, so prospects for progression are excellent. Ref 5174

Some of London’s best Private Client Tax teams are located within the medium-sized firms. They offer high quality work, respected partners and advisers, swift progression, better work/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themself. Some are looking to position themselves for director and partner grades.

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They advise an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role:

• Provision of income and capital taxes planning advice to UK and international HNWIs
• Ongoing management of client relationships including identifying planning opportunities
• Assisting Partners with new client development and third-party networking
• Welcoming and onboarding new HNW clients
• Billing and WIP management responsibilities
• Overseeing junior advisers and the annual tax compliance process

The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.

In return, you’ll be supported with your development towards Director grade and be give the responsibility and opportunity to grow as an adviser.

The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.

Salary will be dependent on experience but is likely to be in the region £80,000 - £90,000 + benefits. Ref.5179