Roles

Our client is one of London’s most respected accountancy practices. Their multi award-winning Private Client team advises an impressive list of HNW business owners, entrepreneurs, international families, family offices and trusts. Their expertise attracts high-quality work (and staff) and the team continues to grow.

They are now looking to appoint an additional CTA qualified Personal Tax Assistant Manager. The role will be a healthy mix of ad hoc personal tax planning, complex compliance and team management/review. It is a high profile position, working closely with leading private client partners and offering a genuine pathway to Manager and Senior Manager grades.

If you are CTA qualified and have experience of advising entrepreneurial private clients, in particular international HNWIs, our client offers a supportive environment in which to develop your career. 

They have embraced hybrid working and provide the opportunity to perform a client-facing role where you can really make a difference. Salary will be dependent on experience but likely to be in the region £50k-£60k + Bens.

To find out more and to request a full job description, please contact us quoting reference 5191

One of the region’s leading accountancy firms is keen to recruit a CTA private client tax Manager or Senior Manager into their respected and growing Private Client Tax team. Working closely with the partners, you’ll oversee a portfolio of HNW individuals including business owners, serial entrepreneurs, trusts and wealthy families.

Whilst the role will include some tax compliance review work, a significant proportion of the role involves income and capital taxes planning. The incoming individual therefore needs to have demonstrable previous personal tax advisory experience.

Very much a client-facing role, you’ll need excellent communication and relationship management skills, as well as extensive knowledge of UK taxation effecting HNW entrepreneurial private clients.

Salary will be dependent on grade and experience but is likely to be in the region £65k-£80k + Bens p.a.

Based in the Kettering area the office has adopted hybrid working, offering the opportunity to work from home 2-3 days a week on average. Ref 5116

We are keen to speak to CTA qualified personal tax Seniors and Assistant Managers, who may be interested in a new opportunity in Cambridge.

As a key member of a high-profile Private Client Tax team, you’ll manage a portfolio of HNW entrepreneurs, business owners, prominent academics and landed wealth. You'll also have the opportunity to assist with ad hoc personal tax planning projects. This is very much a client-facing role, offering the chance to act as a true trusted adviser.

You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment. 

The incoming individual will have a strong technical grasp of income tax, CGT and IHT (including the use of trusts), with experience of advising new-money HNWIs. 

The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £45k-£55k.

This is a super opportunity for a personal tax CTA to develop their career with a respected firm, offering genuine scope for progression to Manager and Senior Manager grades. Ref 5188

Some of London’s best Private Client Tax teams are located within the medium-sized firms. They offer high quality work, respected partners and advisers, swift progression, better 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 themself. Some are looking to position themselves for director and partner grades.

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They advise 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 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, including those relating to domicile, residence and remittance.

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

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 £110k-£140k + 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 get in touch quoting Ref 5192

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. Ref 5194

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. Ref 5142

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. Ref 5203

Our client 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 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 to £75k) 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

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. Ref 5200 

Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:

• Supervising a team of junior trusts advisers, their WIP, utilisation and development
• Review of complex trust accounts and trust returns
• Managing ongoing administration of the trusts
• Being the key client and third-party relationship manager on the portfolio
• Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required

This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as well as support with progression towards Senior Manager grade. Ref 689

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. Ref 696

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 contact us using Ref 5091

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, contact us using reference 5057

We are working on a great 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.