Roles

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:

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:

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:

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:

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 two additional personal tax advisers at Assistant Manager and 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 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 and grade (AM or Manager entry) but in the region £45,000 - £60,000. Ref 5096

To find out more and to request a full job description, 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 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, sucession and the use of trusts.

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 £85,000 - £95,000 + benefits. Ref.5179

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

Alternatively, simply apply below:

Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as serial entrepreneurs, business owners and UK res non doms.

The team is busy, growing and keen to make an additional appointment at Senior Manager level.

The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.

The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy clients on IHT, CGT and trusts. Experience of domicile, residence and remittance would also be valued. 

The team operates hybrid working with advisers typically in the office three days a week. Salary will be dependent on experience but likely to be in the region c.£75,000 - £85,000.

There are genuine opportunities for a talented adviser to progress towards Director grade. Ref 5228

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

or 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 Senior Manager. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners. 

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.
• Overseeing their annual compliance cycle and a team of junior tax advisers
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Working closely with leading Partners where required.
• 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 £75k-£85k + 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:

Are you an experienced expat tax adviser, familiar with the tax issues facing HNW globally mobile executives and employees? Our client has a high profile Expatriate Tax offering that provides private client tax advice to the employees of dynamic, growing international companies. 

The team is thriving and key to make a strategic appointment at Senior Manager level. You will perform very much a client-facing role as a key relationship holder. You'll work closely with leading Partners to provide high-end tax planning advice, as well as overseeing the compliance process undertaken by junior tax staff. 

This is an opportunity to really make a difference to not only your clients, but also to the team you are part of. You'll have a voice and an opinion that is heard and acted upon. 

In addition to a broad range of interesting private client tax work, you'll also have the opportunity to participate in networking and business development activities, as well as the ongoing development of more junior team members. 

The role would suit an existing Senior Manager seeking a new challenge and a supported pathway to AD and Director grades. Alternatively, the team would consider a strong Manager ready to make the step up to Senior Manager grade.

Salary will be dependent on experience but is likely to be in the region £80k-£95k + bens. The team operates hybrid working.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting Ref 860.

Alternatively, simply apply below:

We are working with one of London's leading advisers to HNW American private clients. This non-Big 4 and non-PE backed firm, offers exposure to high-end personal tax advisory work, as part of a supportive and thriving team.

Their US Private Client Tax team is growing and keen to make a strategic hire at Tax Director grade. The incoming individual will be the lead advisor on key HNW client relationships. They'll look after US executives, business owners, PE principals, their families and family offices.

They will identify and advise on ad hoc tax and trust planning opportunities, including drafting detailed tax advisory reports. This will include advising on succession planning and the use of trusts, as well as pre-arrival and departure tax advice. Working alongside recognised Partners, they will also get involved with networking and business development activities.

This is an opportunity for an experienced, EA/ATT dual-qualified adviser to develop their career in a supportive environment where they will have a genuine voice. 

Salary will be dependent on experience, but is likely to be in the region £120k - £150k + bens, with genuine prospects for partnership in due course. 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 859

Alternatively, simply apply below:

Independently recognised for the quality of their Private Client Tax offering, our client advises UK and international HNWIs on all areas of their income and capital taxation. Their Personal Tax team is growing and keen to make a strategic appointment at Manager level.

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 and trusts. Many 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 5227

For further details of the opportunity, just 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:

A super opportunity to join a respected Private Client team.

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 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. Salary dependent on experience but likely to be in the region £52k - £62k + bens. Ref 697

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

Alternatively, simply apply below:

Our client is a respected mid-sized London accountancy firm, that has built a strong reputation in the Private Client field. Their team is independently recognised for the strength of its expertise. They advise an impressive HNW client base including on and offshore trusts, estates, family office and probate work.

Their Trusts & Estates team is growing and is keen to appoint an experienced Trusts accountant at Senior Manger level.

The role will involve overseeing a high quality portfolio of trusts, their accounts, taxation and administration. The incoming individual will manage a team of trusts professionals and ensure the annual compliance cycle is completed effectively. This will include reviewing complex tax returns and accounts, handling complicated administration issues and performing very much a client-facing relationship management role.

They will also work closely with directors and partners on ad hoc trust planning projects - creation, restructuring and cessation.

The successful candidate is likely to be STEP qualified and will certainly have extensive experience of advising on trust taxation, accounts and administration. 

For the right person, scope exists to progress on to AD and Director grades.

The firm is modern and forward-thinking in its outlook. It is embracing agile working and offers flexible hours where required. Salary will be dependent on experience but is likely to be in the region £82k-£92k + bens. Ref 714

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

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: