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:

This high profile London Private Client team handles high-end UK and international personal tax work. 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 but six figures and a route to equity participation. Ref 5176

To request further details of this opportunity, simply email michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below:

A great opportunity for a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role.

Advise a broad range of HNW individuals, families, landed wealth, business owners and entrepreneurs. Work with leading Partners on an interesting range of ad hoc capital taxes planning projects.

Act as a key point of contact, in very much a client-facing, relationship management role.

You'll need demonstrable experience of advising HNW private clients on their personal taxation. Strong communication, report writing and interpersonal skills are also important.

In return you'll join a thriving, sociable and supportive team that is proud of the high quality work they handle.

Salary dependent on experience but likely to be in the range £30,000 - £40,000 + Bens. They also genuinely embrace work/life balance, including offering hybrid working 2-3 days a week.

To find out more about this great career opportunity, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5193

Alternatively, simply apply below: 

We are keen to speak to CTA qualified personal tax Managers and top-end Assistant Managers, who may be interested in a new, advisory-focused role in Cambridge.

As a key member of a high-profile Private Client Tax team, you’ll advise HNW entrepreneurs, business owners, families, trusts and landed wealth on all areas of their income and capital taxes planning.

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 need to have a strong technical grasp of income tax, CGT and IHT planning for HNWIs (including the use of trusts), with experience of advising new-money entrepreneurial private clients. Experience of succession planning and / or international personal tax (FIG regime, residence etc) would be particularly valued.

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 £60k-£70k + bens.

This is a super opportunity for a personal tax Manager to develop their career in a respected and supportive firm, offering genuine scope for progression to Senior Manager and Director grades. Ref 5223

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

Alternatively, simply apply below:

We are working with a prominent Cambridge accountancy firm that has built a strong reputation in the HNW Private Client field. They are growing and keen to find a talented individual at Associate Director level. The role would suit either an AD seeking a new challenge and a route towards Director, or alternatively, a Senior Manager ready for the step up to Associate Director grade.

As an Associate Director, your responsibilities will include:

- Acting as the key trusted adviser to HNW private clients with complex tax affairs. These will include serial entrepreneurs, agricultural / landed wealth, prominent families, partnerships and Trusts.

- Providing ad hoc personal tax planning advice on areas including succession, IHT and estate planning, CGT, trusts and property related taxation.

- Building and maintaining client relationships, as well as identifying new work opportunities.

- Supervising junior staff, their compliance and advisory workloads.

- Developing the junior team and assisting with their technical and personal growth.

Background:

- Significant experience in private client tax from a professional services firm.

- Currently at least Senior Manager grade within a respected team.

- Sound knowledge of private client tax issues including CGT, IHT and trusts - preferably some experience with rural clients and landed estates.

- Proven technical expertise and the ability to convey complex messages effectively.

- Experience in tax planning/advisory projects and handling compliance issues.

- People management and organizational skills.

- Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

The firm offers hybrid working 2-3 days a week. Salary dependent on experience but likely to be in the region £82k-£92k + bens. 

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5220

Alternatively, simply apply below:

Our client is independently recognised as a leading provider of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and are keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of onshore and offshore trusts, acting as the client's primary point of contact. You'll work closely with Directors and Partners on ad hoc trust advisory projects, as well as reviewing trust accounts and returns prepared by junior staff. You'll oversee day to day trust management, liaising with clients, trustees and third-party advisers.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, trust accountants, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.

Salary will be dependent on grade and experience but within the band £65,000-£75,000 + bens.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 705

To find out more and to request a full job description, simply email michaelhowells@howellsconsulting.co.uk

Alternatively, simply apply below:

We are working with a high quality tax boutique that advises an impressive client list of HNW business owners and professional practice partners. 

Their Personal Tax team works entirely remotely, offering the opportunity to handle high quality private client tax work from anywhere in the country.

They are growing and keen to appoint a part-time personal tax Senior (probably 3 days a week). The role will involve overseeing a portfolio of private clients, their tax returns and annual compliance. You'll liaise directly with clients, as well as being supported by experienced senior managers and directors. 

The role offers a great lifestyle option to a personal tax adviser (preferably ATT qualified), looking to perform an interesting and varied private client role alongside wider non-work interests. Hours and which days each week are completely flexible. Salary to £45k full-time equivalent. 

To find out more just email michaelhowells@howellsconsulting.co.uk  quoting Ref 5230

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:

Independently recognised for the quality of their Private Client Tax offering, our client advises UK and international HNWIs on all areas of their income and capital taxation. Their Personal Tax team is growing and keen to make a strategic appointment at Manager level.

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 and trusts. Many 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 5227

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

Alternatively, simply apply below: