Roles

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, international HNWIs 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 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 important, 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 Senior Manager grade.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5214

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

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:

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.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5174

Alternatively, simply apply below:

We are currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working).

The position would suit an experienced Trust Senior looking to join a private client-focused firm, that advises HNW/UHNW families and their personal wealth.

The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role.

Full support will be provided with the STEP qualification if required. The team has a strong track-record of developing its advisers and will support progression towards AM and Manager grades.

The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes. Salary dependent on experience but likely to be c.£40k-£50k + bens Ref 709

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 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:

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 (two and a half 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. 

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

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:

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 Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team.

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.
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Overseeing the annual compliance cycle and a team of junior tax advisers
• Working closely with Partners on planning and implementing strategy for the Private Client service line
• 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 £90k-£120k+ 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:

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:

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:

This is a great opportunity for a CTA qualified personal tax Manager or Assistant Manager to take on a strategic role with one of London’s premier Private Client Tax teams.

Our client is an independent (non-PE-backed) accountancy firm, that has built a premier offering to HNW/UHNW individuals, family offices, FICs and multi-generational families.

The role will involve undertaking a broad range of personal tax planning and compliance work including advising on IHT, CGT, trusts, APR/BPR and succession planning. As a key client relationship manager, you’ll liaise directly with both clients and their third-party advisers.

Supported by a respected team of CTAs and high-profile Partners, you’ll be encouraged to develop your career towards Senior Manager and Director grades.

This is a friendly and sociable team, based in central London but embracing hybrid working 2-3 days a week. Salary will be dependent on experience but their Manager band runs up to £75k plus benefits and a generous bonus scheme.

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

Alternatively simply apply below:

If you are 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 Assistant Manager whom they can support with development towards Manager grade.

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:

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams.

Our client advises UHNW multi-generational families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

The team now seeks to recruit an additional personal tax adviser at Director level. The successful candidates is likely to be a CTA qualified Associate Director or Director and able to demonstrate deep expertise in advising multi-generational families on CGT, IHT, estate planning, trusts, residence and remittance issues. They will also have experience of managing complex client relationships as the key point of contact.

Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.

This is a tremendous opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.

Salary will be dependent on experience but is likely to be in the region £140k-£150k + 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 email michaelhowells@howellsconsulting.co.uk quoting Ref 5219

Alternatively, simply apply below:

Ready for a fresh challenge and a new role?

This friendly, private client-focused firm is continuing to grow and is now looking for a CTA-qualified Personal Tax Senior Manager to join its expanding team.

You’ll be working with an impressive and varied client base, including international HNWIs, entrepreneurs, offshore trusts and wealthy families. The firm genuinely values work/life balance, offering a supportive culture and flexible hybrid working (2–3 days a week).

As part of a highly experienced personal tax and trusts team, you’ll get involved in a broad range of interesting and complex private client work, including:

• Advising on high-end IHT, CGT and offshore trust matters
• Providing tax and trust planning for clients with multi-jurisdictional wealth
• Acting as a key trusted adviser and managing long-term client relationships
• Overseeing and supporting junior team members and their compliance portfolios

This role would suit someone CTA qualified with strong technical experience in IHT, CGT and trust structuring, who enjoys working closely with clients and mentoring others.

Salary will depend on experience and level, but is expected to be in the region of £85k–£95k plus benefits.

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 5234

Alternatively, simply apply below:

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

The team is growing and looking to bolster its offering with the appointment of a personal tax 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 to Manager and Senior Manager grades 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 role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning.

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.

*(the team would also consider someone joining at Manager grade).

To find out more and to request a full job description, please email me at michaelhowells@howellsconsulting.co.uk  quoting Ref 5243

Alternatively, simply apply below: