Roles

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  

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:

Advise HNW music and entertainment clients, business owners and serial entrepreneurs, whilst progressing your career towards Manager and Senior Manager grades.

This respected North London accountancy firm is experiencing significant growth and continues to attract high quality private clients with interesting and challenging tax affairs. In addition to advising HNW business owners, serial entrepreneurs, wealthy international families and non doms, the team is also well-known for their music and entertainment clients (including high profile, A-List celebrities).

Demand for their expertise continues to grow and they are now keen to appoint a Personal Tax Assistant Manager. You’ll join a sociable and supportive team, offering exposure to high quality personal tax work. The role will involve a combination of ad hoc advisory work and complex compliance, as part of a team of personal tax ATTs and CTAs. Working closely with the partners, you’ll also have the opportunity to get involved with networking and business development.

You’ll probably be CTA qualified, and certainly have extensive experience of advising HNWIs on income tax, CGT and IHT issues. Knowledge of trusts would also be helpful.

This is a super opportunity to develop your career to the next level with a high quality, independent firm. You’ll be more than a face in the crowd and have the freedom to build a real name for yourself.

Salary dependent on experience but likely to be c.£50k-£60k. The teams also offers homeworking a couple of days a week. Ref 5166

To find out more and to request a full job description, just 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 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:

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:

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. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT succession planning.

The team is busy, growing and keen to appoint an additional CTA at Senior Manager level. You will take responsibility for a portfolio of HNW/UHNW private clients, as their key trusted adviser. This will include overseeing their annual compliance (managing a team of junior tax advisers), but predominantly involve identifying and advising on ad hoc personal tax planning projects. You’ll have the opportunity to work with experienced partners and to build a name for yourself in the region.

The role would suit a London an experienced Manager or Senior 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 AD and Director grades. Salary will be dependent on experience, but is likely to be in the region £75k-£85k + 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, drop me an email for further details – michaelhowells@howellsconsulting.co.uk  Ref 5141

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:

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

The team advises UK and international UHNWIs on all areas of their personal taxation including multi-jurisdictional wealth planning, succession-planning, property-related issues, transaction-related advice and extraction of wealth from businesses. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

Our client now seeks to recruit an additional personal tax adviser at Director or Principal level. The incoming individual will join a specialist team advising on wealth protection, tax and succession planning for UHNWIs and their families.

They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. 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 terrific 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 £120k-£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:

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 £80,000 - £90,000 + benefits. Ref.5179

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

Alternatively, simply apply below:

Advise serial entrepreneurs, business owners and their families as a key member of one of London’s premier Private Client Tax teams.

You’ll work with leading Partners and Directors, advising on a wide range of income and capital taxes issues effecting HNW business owners including:

• Extraction of wealth
• Shareholder planning
• Pre and post exit tax planning
• Succession advice
• Transaction related advice
• Property related advice

As a Senior Manager, you’ll perform a key client-facing role, managing relationships and delivering advice. You’ll be commercially astute, used to managing and utilising junior advisers, as well as demonstrating an interest in developing your skills towards Director grade. You’ll also get involved with business development initiatives, attending networking events and beginning to build referral contacts.

This is a collegiate team offering a supportive environment in which to build your career to a senior level. Salary will depend on experience but is likely to be in the region £83k-£93k + bens + bonus. The team also offers hybrid working 2-3 days a week.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5203

Alternatively, simply apply below:

Our client (a non-PE backed firm) has one of London’s premier Private Client Tax service offerings. Their specialist Advisory team provides personal tax planning advice to UHNW individuals and their families, many with international aspects to their affairs. The team is thriving, growing and keen to recruit a CTA at Manager level.

Working with some of the profession’s leading Private Client Partners, you’ll provide ad hoc income and capital taxes planning advice to entrepreneurs, business owners, wealthy families and family offices.

• Lead client engagements as a key relationship manager
• Advise on wealth structuring, residence, FIG, CGT, IHT, trusts and succession strategies
• Mentor junior staff, provide technical support, and guide development
• Oversee budgeting, invoicing, and client relationship management
• Contribute to business growth by pursuing referrals and supporting Partners with pitches

This is a fantastic opportunity to develop one’s career in a top class Private Client environment, that encourages and supports its staff to fulfill their potential.

The team offers hybrid working, competitive salary (Manager band runs c.£65k-£75k + bens) and a generous bonus scheme. Equally importantly, they genuinely believe in a healthy work/life balance.

If you’d be interested in joining a multi award-winning team at an exciting time in its growth, just email – michaelhowells@howellsconsulting.co.uk  for further details. Ref 5183

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: