Roles

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

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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:

An opportunity to join a respected firm that 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 role is based in Guildford but offers hybrid working 2-3 days a week.

The team is busy, growing and keen to appoint an additional CTA at Associate Director level. You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects including CGT, IHT, residence and the use of trusts. You will also oversee your clients' annual compliance (managing a team of junior tax advisers handling tax returns etc day to day). You’ll have the opportunity to work with experienced private client tax partners and to build a name for yourself in the region.

The role would suit a London an experienced Senior Manager or Associate Director looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice. Either way, support will be provided with progression towards Director grade. Salary will be dependent on experience, but is likely to be in the region £85k-£95k + 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 Guildford and the surrounding area, drop me an email for further details – michaelhowells@howellsconsulting.co.uk  Ref 5229

Alternatively, simply apply below:

A rare opportunity for a senior Trusts and Tax professional to join the multi award-winning Private Client team of a high-profile accountancy firm.

This is a strategic appointment working closely with some of London's most respected Private Client Tax Partners.

The role is advisory focused and will involve a number of key elements:

• Provision of ad hoc trust planning advice (both on and offshore trusts), requiring strong trust taxation, structuring and accounting knowledge.
• Advising on succession-planning for UHNW multi-generational families.
• Acting as a key technical resource for IHT planning matters.
• Performing very much a client-facing relationship management role.
• Acting as the principal point of contact for trustees and third party advisors.
• Overseeing a team of experienced and qualified trusts professional, their workload, profitability, development and training.
• Assisting partners with private client networking and business development initiatives.

The role would suit a CTA and/or STEP qualified Trusts & Tax Senior Manager seeking a new challenge and the opportunity to progress their career towards Director, within a firm where Private Client Services maintain an extremely high profile. 

Salary dependent on experience but likely to be in the region £90k-£110k p.a.

To find out more about this opportunity please email  michaelhowells@howellsconsulting.co.uk  Ref 716

Alternatively, simply apply below: 

Oversee a portfolio of HNW trusts and estates, as the clients' primary point of contact. Working with junior advisers, you'll review trust accounts and returns, oversee annual compliance and manage all key client relationships.

We are working with a high profile, mid-sized accountancy firm, whose Private Client offering has been independently recognised for the quality of its expertise and clients. Their Trusts team is thriving, growing and keen to appoint an additional Trust Manager.

You'll work closely with partners on annual compliance, client relationship management and advising on ad hoc trust planning projects.

As a primary client (and third-party) relationship manager, you'll need excellent communication skills, as well as strong technical knowledge of trusts, estates and associated taxation. The CTA and/or STEP qualification would be helpful.

This is a growing team, offering genuine scope for progression to Senior Manager grade. Salary will be dependent on experience but is likely to be in the region c.£62k-£72k + bens.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 710

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: 

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:

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: