Advise an impressive client base of international HNWIs, offshore trusts, entrepreneurs, business owners and their families.

This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work.

You’ll join a team of highly experienced personal tax and trusts professionals, handling a broad range of private client tax projects. The role will include:

• High end IHT, CGT and offshore trusts advice
• Tax and Trust planning for HNWIs with multi jurisdictional wealth
• Relationship management as a key trusted adviser
• Overseeing junior staff and their compliance portfolios
• Being part of a friendly and supportive team that genuinely values work/life balance

The CTA qualification is a pre-requisite, along with strong technical experience of advising on IHT, CGT and trust structuring.

Salary dependent on grade and experience, but likely to be in the range £80k-£95k + bens. Hybrid working 2-3 days a week is also on offer.

If you’re looking to pursue your career in an environment where you’ll be more than a face in the crowd, email michaelhowells@howellsconsulting.co.uk requesting further information an quoting Ref 5177

Alternatively, simply apply below:

Fed up with being a cog in a machine? 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:

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:

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:

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

You’ll 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.

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.

Salary dependent on experience but c.£80k-£90k + bens and route to Director.

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

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:

If you are ATT or CTA qualified with experience of advising HNW individuals on their personal taxation, this is a great opportunity to join a highly-respected Private Client Tax team at an exciting time in its growth.

Our client advises an impressive client list of new-money entrepreneurs, business owners and landed wealth. They are busy, thriving and keen to appoint a Personal Tax Senior whom they can support with development towards AM and Manager grades.

You'll look after a portfolio of HNWIs and families, their personal tax compliance obligations and tax returns. You'll also work with leading partners on ad hoc capital taxes and trust planning work.

In addition to strong technical knowledge of UK personal taxation, you'll need excellent communication and interpersonal skills, as this is very much a client-facing, relationship management role.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting reference 5222.

Alternatively, simply apply below:

We are keen to speak to CTA qualified personal tax Managers and Assistant Managers, who may be interested in a new Manager role in Cambridge.

As a key member of a high-profile Private Client Tax team, you’ll manage a portfolio of HNW business owners, serial entrepreneurs, prominent academics and landed wealth. You'll also have the opportunity to assist with ad hoc personal tax planning projects.

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 have a strong technical grasp of income tax, CGT and IHT (including the use of trusts), with experience of advising new-money HNWIs. 

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 £55k-£65k + bens + bonus.

This is a super opportunity for a personal tax CTA to develop their career with a respected firm, offering genuine scope for progression to Senior Manager grade.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5198

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 Bath (or potentially Swindon), 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:

Join one of London's most respected Private Client law firms and advise a sterling client base of trusts, beneficiaries and trustees.

You'll oversee the annual compliance cycle on a portfolio of HNW trusts, reviewing the work of junior advisers and preparing more complex accounts and returns. You'll handle key trust administration issues, assist Partners with ad hoc trust planning projects and liaise directly with clients and third-parties.

As an integral part of the Private Client team, you'll be supported with your progression towards Senior Manager grade and be given very much a client relationship management role.

Salary will be dependent on experience but is likely to be £65k-£75k + bens. Hybrid working is on offer.

To find out more, just email michaelhowells@howellsconsulting.co.uk quoting Ref 712

Alternatively, simply apply below:

We are working closely with a leading London Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts & Estates team.

The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.

The role will involve working alongside a Trust Manager and Senior Manager, as well as liaising closely with some or the private client profession's leading Partners. Key duties will include:

- Performing a key client relationship management role as a senior member of the team.

- Serving as the primary point of contact for trustees, beneficiaries and intermediaries.

- Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.

- Managing the annual trust accounts and tax return compliance cycle

- Overseeing CGT, IHT and income tax reporting and ad hoc planning.

- Advising offshore trustees with UK resident beneficiaries.

- Overseeing the preparation of IHT returns for 10-year and exit charges.

- Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.

- Managing registrations under the trust registration service and AEOI reporting.

The incoming Trusts Senior Manager will have a willingness to take on a varied workload encompassing all elements of the work undertaken by the team. Excellent communication and relationship management skills are essential, in addition to a deep understanding of the taxation of trusts.

This is a super opportunity to perform a high profile role, within one of London's leading Private Client law firms.

Salary will be dependent on experience but up to c.£95k + bens. Hybrid working is also on offer.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 708

Alternatively, simply apply below:

An opportunity to play a strategic role in the Private Client Tax team of one of Bristol’s leading accountancy firms.

Working with high profile Partners and assisted by an experienced team, you’ll undertake ad hoc income and capital taxes planning for an impressive private client base of HNW entrepreneurs, business owners and their families. You’ll be their key point of contact and advise on a range of issues from succession-planning and extraction of wealth, to trusts, property and transaction-related work.

The role requires excellent client relationship management skills and a strong technical grasp of IHT and CGT planning. You’ll need to be a confident communicator and also enjoy working with colleagues on networking and business development initiatives. 

You are likely to be an Associate Director or Director seeking a new challenge and the opportunity to really make a difference. Top end Senior Managers with relevant experience, who are looking to step up to Director will also be considered. The CTA qualification is a pre-requisite.

In return you’ll join a top-tier firm, offering a supportive environment that values work/life balance. Scope exists to work from home 2-3 days a week and flexible hours can be accommodated. You’ll also have the opportunity to really stretch yourself in what is a genuine meritocracy.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5139

Alternatively, simply apply below:

This friendly and supportive team has built a great reputation in the Bath and Bristol areas for advising a broad range of entrepreneurial HNW private clients and their families.

They are growing and keen to appoint an additional Personal Tax Manager, who will handle ad hoc private client tax planning projects, oversee complex compliance and work with the partners on marketing and business development initiatives. 

Very much a client-facing role, the incoming individual will require excellent communication and client relationship management skills. The CTA qualification is a pre-requisite, along with demonstrable experience of advising new and old money HNW clients on income tax, CGT and IHT issues.

Scope exists to progress swiftly in what is a genuine meritocracy. You'll be encouraged to develop your knowledge and to play an active role in the ongoing success of the team.

Salary will be dependent on experience but is likely to be in the region £55k - £65k + benefits. The firm also offers hybrid working 2-3 days a week on average. Ref 5215

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

Alternatively, simply apply below: