Roles

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:

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:

A super opportunity to join a respected Private Client team.

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 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. Salary dependent on experience but likely to be in the region £52k - £62k + bens. Ref 697

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

Alternatively, simply apply below:

Our client is a high-profile accountancy firm with a strong reputation across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms 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 Manager. The role would suit a talented Manager (or ambitious Assistant Manager looking to step up), who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress on to Senior Manager with the support of the team's Directors and Partners. 

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

The key element of the role will involve managing a portfolio of HNW clients (both UK and international). The position has a planning focus to it, advising on ad hoc income and capital taxes planning projects, with some review of complex compliance.

As very much a client-facing role, the Manager will require excellent relationship management skills. They should also have an interest in identifying business development opportunities on their portfolio, as well as building a third-party referral network in the region.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5005

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

Alternatively, simply apply below:

Join one of London's most respected Private Client law firms and advise a sterling client base of trusts, beneficiaries and trustees.

You'll oversee the annual compliance cycle on a portfolio of HNW trusts, reviewing the work of junior advisers and preparing more complex accounts and returns. You'll handle key trust administration issues, assist Partners with ad hoc trust planning projects and liaise directly with clients and third-parties.

As an integral part of the Private Client team, you'll be supported with your progression towards Senior Manager grade and be given very much a client relationship management role.

Salary will be dependent on experience but is likely to be £65k-£75k + bens. Hybrid working is on offer.

To find out more, just email michaelhowells@howellsconsulting.co.uk quoting Ref 712

Alternatively, simply apply below:

We are working closely with a leading London Private Client law firm, who are keen to appoint a Senior Manager level adviser to their Trusts & Estates team.

The incoming individual may already be a Senior Manager seeking a new challenge in a thriving, growing team. Alternatively, they could be a talented Manager looking to step up to SM grade. Either way, they are likely to be STEP qualified and hold a tax and/or accounting qualification.

The role will involve working alongside a Trust Manager and Senior Manager, as well as liaising closely with some or the private client profession's leading Partners. Key duties will include:

- Performing a key client relationship management role as a senior member of the team.

- Serving as the primary point of contact for trustees, beneficiaries and intermediaries.

- Offering written advice to trustees regarding the financial, tax, and trust law status of trusts under management.

- Managing the annual trust accounts and tax return compliance cycle

- Overseeing CGT, IHT and income tax reporting and ad hoc planning.

- Advising offshore trustees with UK resident beneficiaries.

- Overseeing the preparation of IHT returns for 10-year and exit charges.

- Overseeing trust administration, including payments to beneficiaries, coordination with investment managers, investment monitoring, and trustee act policy statements.

- Managing registrations under the trust registration service and AEOI reporting.

The incoming Trusts Senior Manager will have a willingness to take on a varied workload encompassing all elements of the work undertaken by the team. Excellent communication and relationship management skills are essential, in addition to a deep understanding of the taxation of trusts.

This is a super opportunity to perform a high profile role, within one of London's leading Private Client law firms.

Salary will be dependent on experience but up to c.£95k + bens. Hybrid working is also on offer.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 708

Alternatively, simply apply below:

This friendly and supportive team has built a great reputation in the Bath and Bristol areas for advising a broad range of entrepreneurial HNW private clients and their families.

They are growing and keen to appoint an additional Personal Tax Manager, who will handle ad hoc private client tax planning projects, oversee complex compliance and work with the partners on marketing and business development initiatives. 

Very much a client-facing role, the incoming individual will require excellent communication and client relationship management skills. The CTA qualification is a pre-requisite, along with demonstrable experience of advising new and old money HNW clients on income tax, CGT and IHT issues.

Scope exists to progress swiftly in what is a genuine meritocracy. You'll be encouraged to develop your knowledge and to play an active role in the ongoing success of the team.

Salary will be dependent on experience but is likely to be in the region £55k - £65k + benefits. The firm also offers hybrid working 2-3 days a week on average. Ref 5215

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

Alternatively, simply apply below:

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 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.

Salary will be dependent on experience but is likely to be in the region c.£65k - £73k + bens.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting reference 5204

Alternatively, simply apply below: