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:

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 £65k-£75k + 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:

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:

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. 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.£62k-£72k + bens.

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

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:

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 Assistant Manager 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 Manager and Senior Manager grades.

Based in Southampton, they offer hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be in the region £45k-£55k + 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:

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.

We are working with a high quality, non-PE backed London accountancy firm that has built a particularly strong reputation in the Private Client Tax field. They are undertaking Partner succession planning and are keen to appoint a Director whom they can support with progression to Partnership in the short term. 

The team advises an impressive client list of HNW/UHNW entrepreneurs, business owners, international families, trusts and family offices. There is therefore scope to handle a broad range of interesting and challenging income and capital taxes planning work.

Very much a client-facing role, the incoming individual will nurture and develop professional relationships with the existing client base, build their own third-party referral network and (alongside several private client tax Partners) act as a high-profile ambassador for the Private Client team.

The successful candidate will be CTA qualified with a demonstrable track record of advising UK and international HNWIs on IHT and CGT planning, residence/domicile issues, property-related planning and trusts. They will also need to be an accomplished networker and business developer as this will form a key element of their role as they progress to partnership. 

This is a great opportunity to join a respected firm and to build one's career to Partnership within an independently recognised Private Client team. 

To find out more just email michaelhowells@howellsconsulting.co.uk  quoting Ref 5210

Alternatively, simply apply below:

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:

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 (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.

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 is likely to be c.£65k-£75k + Bens Ref 852

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

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:

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They offer high quality work, swift progression, great 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 themselves. Some are looking to position themselves for director and partner grades.

Our client advises 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 growing and keen to recruit a CTA 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 residence, remittance and the FIG regime.

In return, you’ll be supported with your development towards Senior Manager 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 £65,000 - £75,000 + benefits. Ref.5218

To find out more about this opportunity just email michaelhowells@howellsconsulting.co.uk quoting Ref 5218

Alternatively, simply apply below:

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 manage junior advisers handling day-to-day compliance.

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 £65k - £75k + benefits. Ref 5058

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