Roles

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.

You'll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You'll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.

This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.

You'll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.

As one of the key members of the Private Client Tax team, you'll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.

Based in Swindon (or potentially Bath), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.

Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.

To find out more, just email michaelhowells@howellsconsulting.co.uk quoting reference 5217

Alternatively, simply apply below:

This is a super opportunity for a CTA personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. 

Our client has built a strong reputation in the Personal Tax field, in particular advising landed wealth, entrepreneurs, business owners, farming & bloodstock clients and HNW families. Demand for their expertise continues to grow and they now seek an additional personal tax Associate Director or Director.

The incoming individual will take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work, as well as overseeing complex personal tax compliance. 

Working alongside high profile partners, it is a chance for a talented CTA to build a 'name' for themselves as one of the prominent private client advisers in the region. Support will also be provided with development towards Director grade.

The successful candidate will have extensive experience of advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients. They will be a confident client-facing adviser, who also enjoys building third-party relationships.

Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes.  

Salary is likely to be in the region £75,000 - £90,000 p.a. + benefits, dependent on experience. 

This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5155

Alternatively, simply apply below:

Prominent London accountancy firm seeks a Trusts Assistant Manager to advise HNW families, their trusts and estates. 

You'll join a team of Trusts professionals, tasked with ensuring that the annual tax and accounts compliance on a portfolio of HNW trusts is completed effectively. The role will involve the preparation and review of trust and estate returns, trust accounts and associated administration. You'll also assist directors and partners with identifying and advising on ad hoc trust planning opportunities. 

This is very much a third-party and client-facing role, providing an opportunity to become a true trusted adviser. So strong communication and relationship management skills are important. 

The successful candidate is likely to be tax, trusts or accounting qualified and will certainly have demonstrable experience of handling a HNW trusts portfolio.

Based in central London, the role offers the scope to work from home 2-3 days a week. Salary dependent on experience but c.£52k-£62k + bens. The team are also keen to support the incoming individual with progression towards Manager and Senior Manager grades. Ref 709

To find out more please 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

Alternatively, simply apply below:

If you're a personal tax CTA looking to move into an advisory-focused role, our client offers the opportunity to handle high quality private client tax planning work from their offices in either Canterbury or Chatham. There's also scope to homework a couple of days a week.

You'll work closely with high profile partners and senior managers, providing ad hoc income and capital taxes planning advice to HNW families, entrepreneurs and business owners. This is an advisory-focused role (90%), requiring the CTA qualification and a strong technical understanding of CGT, IHT and income tax issues. Some previous personal tax planning experience would be helpful but is not essential. 

As this is very much a client-facing role, excellent communication and relationship management skills are essential.

Salary will be dependent on experience, but is likely to be in the region c.£45k-£55k + bens.

This is a super opportunity to leave most of the tax return work behind and to progress your personal tax career in the HNW planning field. To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5189.

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

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:

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:

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:

Do you have experience of working on HMRC enquiries / investigations?

Our client is one of London’s prominent accountancy firms. Their Tax Dispute Resolution team handles high-end tax investigations work and offers an exciting career path towards Manager and Senior Manager grades.

They are looking for a Tax Assistant Manager to work closely with the Directors and Partners on a broad range of tax investigation enquiry work. Liaising directly with clients, you will assist with the day to day running of investigations, as well as preparing investigation reports and submissions to HMRC. Ultimately ensuring satisfactory outcomes are reached for all parties.

Strong communication skills, combined with personal tax technical knowledge, are therefore essential.

The successful candidate is likely to be CTA qualified (or equivalent) and be able to demonstrate experience of working on tax investigations, as well as a willingness and ability to develop their skills in that area. COP8/9 experience will be particularly valued.

You could be a private client tax professional with experience of tax investigations and looking to specialise in that field. Alternatively, you could already be working in a Tax Dispute Resolution team and be looking for the next step in your career. 

Salary dependent on experience and qualifications but likely to be in the region £50,000 - £60,000 + bens.

To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5225

Alternatively, simply apply below: