Roles

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 or Associate Director. 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, the Manager will require excellent 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 £65,000 - £85,000 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:

We are working closely with a high-quality independent accountancy firm in the West End. Private Client Services are at the core of their business and they advise an impressive client base of UK and international HNWIs. 

Their Private Client team is busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£90k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice.

They will also oversee a portfolio of UK trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships. 

It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance. They are a friendly and supportive team, that has embraced hybrid working, so 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 696

Alternatively, simply apply below:

A fantastic opportunity to join a high-quality Tax Dispute Resolution team. 

Our client is a high-profile London accountancy firm that has built a strong reputation in the Tax field. Their Tax Investigations offering is core to the Private Client department's success and is widely recognised across the profession. Demand for their expertise continues to increase and the team is now keen to appoint an additional adviser at Assistant Manager level. 

Working closely with leading tax investigations specialists, you will support a range of clients with their representations to HMRC. This will include managing a varied portfolio of tax investigation, tax dispute and tax disclosure cases including agreeing strategies and fee structures. You will draft reports and disclosures to HMRC and robustly defend your clients’ positions.

All of this will require some previous experience of tax investigation work, including HMRC enquiries, making disclosures and penalty mitigation. This could have been gained in a pure tax dispute resolution role, but the position would also suit a personal tax adviser with enquiries/investigations experience looking to specialise in tax investigations work.

You will also have a strong technical grasp of UK personal taxation and be ATT, CTA or HMRC qualified. Previous experience of COP8/9 is desirable although partners/directors will provide assistance in that area.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting reference 5057

Alternatively, simply apply below:

Take your career to the next level and position yourself for partnerships with a high-quality London Private Client team.

Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK res non dom with multi-jurisdictional aspects to their affairs. The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning.

They are keen to find a CTA qualified personal tax adviser who is ready to take on an Associate Director role. The aim is to support that individual with progression to Director and ultimately partnership.

The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures. The position is very much client-facing, requiring excellent relationship management skills. An interest in assisting the partners with networking and business development initiatives would also be desirable.

You’ll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. Team management will form another key element of the role.

If you are looking for a route to partnership with a respected London firm, please email michaelhowells@howellsconsulting.co.uk for further details quoting Ref 5091

Alternatively, simply apply below:

We are working with the Tax Dispute Resolution team of one of the country’s leading accountancy firms. They have an award-winning Private Client Tax offering, with a highly respected Tax Investigations specialism. Demand for their expertise continues to grow and the team is keen to make a strategic hire at Manager level.

You will assist HNW clients to resolve complex tax disputes with HMRC. Acting as their trusted adviser you’ll work on enquiries, disclosures, litigation and alternate dispute resolution. Managing a portfolio of clients, you’ll need excellent project management skills, as well as the ATT, CTA or HMRC Inspector qualification. A thorough understanding of HMRC’s powers, including enquiries, information requests, assessments/claims, appeals, and penalties is important.

The role would suit a tax investigations Assistant Manager looking to step up to Manager grade, or alternatively a Tax Investigations Manager looking for a new challenge and a supported pathway towards SM grade.

The role will include:

Overseeing a portfolio of tax dispute cases.

Liaising with tax teams across the office network.

Monitoring work-in-progress and ensuring timely completion of tasks.

Regularly engaging with clients to keep them updated on project developments.

Preparing and presenting detailed client reports.

Communicating with HMRC and other third parties regarding cases.

Collaborating with senior team members to deliver high-quality projects.

Supporting and mentoring junior team members, providing training and guidance.

Attending client meetings.

Providing proactive client service by addressing inquiries and responding to questions.

Contributing to the team's business development efforts through internal and external marketing activities.

Helping to drive growth by identifying opportunities and enhancing client relationships.

The role is based in central London but offers homeworking two days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £63k-£73k + Bens.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5197

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: