Roles

An opportunity for a talented personal tax adviser to join the partnership of a high-profile 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:

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms 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 individuals will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. They will also assist with ad hoc capital taxes planning.

Very much client-facing roles, the individuals 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 towards Senior Manager grade.

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

Salary will be dependent on experience but is likely to be in the region £53k-£63k + bens + bonus.

To find out more and to request full job descriptions, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5161

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A super opportunity to join one of London’s leading Private Client teams. 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/reviewing 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.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 697

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Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit a Personal Tax Associate Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge

You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route towards Director grade.

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk quoting Ref 5073

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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:

Are you CTA qualified and looking to pursue your private client tax career with a high-profile, award-winning team?

We're working closely with a respected firm that has built a strong reputation for advising serial entrepreneurs, business owners, landed wealth and international HNWIs. 

They are keen to appoint an additional personal tax specialist at Assistant Manager level. The role will involve overseeing a portfolio of wealthy private clients from a range of backgrounds. You'll act as their trusted adviser and relationship manager, handling all areas of their personal tax compliance and working with leading Partners on ad hoc capital taxes planning projects.

The firm has a collegiate culture and their supportive and sociable Private Client team will assist you with progressing towards Manager and Senior Manager grades.

Based in Southampton, they offer hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be in the region £45k-£55k + bens.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5208

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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 liaising directly with third parties.

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 £63k - £73k + benefits. Ref 5058

For further details of the opportunity, just email michaelhowells@howellsconsulting.co.uk  

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:

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

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A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. A great opportunity to position oneself for partnership with a leading player in the Private Client field.

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 level. The incoming individual will be CTA qualified with extensive experience of income and capital taxes planning for UHNWIs and their families. They will also have experience of networking, business development and building referral relationships. Strong team management skills are also important.

In return, the individual will work closely with some of the profession’s leading Private Client Partners and advisers, in very much a client-facing advisory-focused role. Genuine scope exists for progression to partnership.

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 5192

Alternatively, simply apply below:

We are working with an award-winning Private Client focused law firm with offices in London and Oxford. They are keen to bolster their growing team with the appointment of a Trust & Tax Manager or Senior Manager.

The incoming individual will work closely with a CTA Trusts & Tax Director, as well as a team of a dozen private client lawyers. They will oversee a portfolio of trusts and estates, their tax return and accounts preparation, ongoing administration and ad hoc trust planning. They will also handle some HNW personal tax clients and act very much as a client and third-party facing adviser.

The role can be based in London or Oxford. The team would potentially consider someone part-time 3 or 4 days a week, but will equally consider strong full-time candidates. Either way, the firm offers hybrid working and flexible hours.

This is a great opportunity to join a high-quality Private Client team that genuinely values work/life balance.

Salary will be dependent on experience and location but is likely to be in the region £60k-£80k + bens (FTE).

To find out more simply email michaelhowells@howellsconsulting.co.uk Ref 704

Or apply below:

One of Bristol’s leading Private Client teams is growing and keen to recruit a CTA qualified personal tax Senior Manager. Salary will be dependent on experience but is likely to be in the region £65k - £80k.

The incoming individual will take responsibility for a portfolio of HNW/UHNW individuals and their families. Typical clients will be entrepreneurial business owners, but may also include family offices, landed estates and trusts. A broad and detailed knowledge of income tax, CGT and IHT is therefore required, including experience of advising on residence and domicile issues.

The role will include managing a team of more junior ATTs and CTAs, overseeing their compliance portfolios, whilst also working closely with high profile Private Client Tax Partners and Directors on ad hoc personal tax planning projects. Very much a client-facing role, you’ll need excellent communication and relationship management skills.

You’ll join a thriving team offering support and encouragement to progress towards AD and Director grades. The team embraces a healthy work/life balance and offers hybrid working 2-3 days a week.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5194

Alternatively, simply apply below:

Are you looking for an advisory-focused Senior Manger role offering a supported route to Director grade?

Our client is one of London's premier (non-Big 4) Private Client Tax teams. They advise UHNWIs on all areas of their income and capital taxes planning, with particular expertise in advising international private clients.

The team is busy, growing and keen to recruit a CTA qualified Senior Manager. You will provide ad hoc personal tax planning and asset structuring advice to multi jurisdictional entrepreneurs, business owners, wealthy families and family offices. Strong experience of advising on residence, domicile and remittance-related personal tax planning is therefore important.

You'll work with leading private client tax Directors and Partners, who will help you to develop your technical and non-technical skills - assisting with the progression towards AD and Director grades.

This is a sociable and supportive firm that has adopted hybrid and flexible working. So there is scope to work from home 2-3 days a week, if one wishes. Salary dependent on experience but likely to be in the region £82k-£92k + bens + bonus.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5142

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.

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.

They offer 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: