Roles

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:

We are working with a high quality, non-PE backed London accountancy firm that has built a particularly strong reputation in the Private Client Tax field. They are undertaking Partner succession planning and are keen to appoint a Director whom they can support with progression to Partnership in the short term. 

The team advises an impressive client list of HNW/UHNW entrepreneurs, business owners, international families, trusts and family offices. There is therefore scope to handle a broad range of interesting and challenging income and capital taxes planning work.

Very much a client-facing role, the incoming individual will nurture and develop professional relationships with the existing client base, build their own third-party referral network and (alongside several private client tax Partners) act as a high-profile ambassador for the Private Client team.

The successful candidate will be CTA qualified with a demonstrable track record of advising UK and international HNWIs on IHT and CGT planning, residence/domicile issues, property-related planning and trusts. They will also need to be an accomplished networker and business developer as this will form a key element of their role as they progress to partnership. 

This is a great opportunity to join a respected firm and to build one's career to Partnership within an independently recognised Private Client team. 

To find out more just email michaelhowells@howellsconsulting.co.uk  quoting Ref 5210

Alternatively, simply apply below:

Are you an experienced expat tax adviser, familiar with the tax issues facing HNW globally mobile executives and employees? Our client has a high profile Expatriate Tax offering that provides private client tax advice to the employees of dynamic, growing international companies. 

The team is thriving and key to make a strategic appointment at Senior Manager level. You will perform very much a client-facing role as a key relationship holder. You'll work closely with leading Partners to provide high-end tax planning advice, as well as overseeing the compliance process undertaken by junior tax staff. 

This is an opportunity to really make a difference to not only your clients, but also to the team you are part of. You'll have a voice and an opinion that is heard and acted upon. 

In addition to a broad range of interesting private client tax work, you'll also have the opportunity to participate in networking and business development activities, as well as the ongoing development of more junior team members. 

The role would suit an existing Senior Manager seeking a new challenge and a supported pathway to AD and Director grades. Alternatively, the team would consider a strong Manager ready to make the step up to Senior Manager grade.

Salary will be dependent on experience but is likely to be in the region £80k-£95k + bens. The team operates hybrid working.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting Ref 860.

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.

Our client is a respected accountancy firm with a strong reputation in the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a personal tax Assistant Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress to Manager and Senior Manager grades 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 role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning.

As very much a client-facing role, the individual will require excellent relationship management skills. 

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

*(the team would also consider someone joining at Manager grade).

To find out more and to request a full job description, please email me at michaelhowells@howellsconsulting.co.uk  quoting Ref 5243

Alternatively, simply apply below:

Our client is a respected accountancy firm with a strong reputation in the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a personal tax Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress to Senior Manager grade 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 role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning.

As very much a client-facing role, the individual will require excellent relationship management skills. 

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

*(the team would also consider someone joining at Assistant Manager grade).

To find out more and to request a full job description, please email me at michaelhowells@howellsconsulting.co.uk  quoting Ref 5244

Alternatively, simply apply below:

Undertake a broad range of ad hoc capital taxes planning work and complex compliance, as a key member of a thriving Private Client Tax team in Birmingham.

Our client has built a strong reputation for advising entrepreneurial HNWIs, business owners, families and trusts. Their Private Client team offers exposure to an impressive client list and scope to work with some of the region's leading advisers.

You'll mentor junior advisers and work with Partners on advisory projects and business development initiatives. The aim being to provide you with the full skill set required to progress to senior management.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNW individuals on UK income tax, CGT and IHT issues.

This is a friendly, sociable and supportive team offering genuine opportunities to progress to Senior Manager grade and beyond. The team operates hybrid working 2-3 days a week and their Manager band runs c.£55k-£65k + benefits.

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk quoting Ref 5240

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:

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:

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're working closely with a thriving, growing Private Client Tax team in Salisbury that is keen to speak with personal tax professionals at all levels from Assistant Manager to Director grade.

They advise an impressive client list of HNW new-money entrepreneurs, business owners, landed wealth and multi-generational families. Scope exists to get involved with a broad range of CGT, IHT and trusts work as a key client adviser.

This is a sociable and collegiate team, offering hybrid working and supported pathways for progression.

If you're looking to take the next step in your Private Client Tax career, with a firm that offers high quality work and an opportunity to really make a difference, just email michaelhowells@howellsconsulting.co.uk for further details.

We are working with a respected London law firm, whose Trusts & Estates team is looking to make a strategic hire at Manager level.

The incoming individual will oversee a high-end portfolio of trusts and estates, taking responsibility for their related accounts, returns and associated compliance. The majority of the trusts are UK domestic, but there is also scope to get involved with offshore trusts advice.

The Manager will supervise a team of more junior trusts advisers and also have the opportunity to work with senior managers and partners on ad hoc trust planning projects.

The STEP and/or ATT/ACA qualifications would be ideal but are not essential. However, strong experience of advising on, preparing and reviewing trust and estates accounts and returns is important. The successful candidate will have an excellent grasp of the UK trust taxation.

Very much a client-facing and third-party facing role, it is important that the Manager is a confident communicator with excellent client relationship management skills.

Genuine scope exists to progress to Senior Manager grade in what is a supportive and sociable environment. The team is based in central London but operates hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be £70k-£75k + bens and bonus.

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk  quoting Ref 721

Alternatively, simply apply below:

An opportunity to join a thriving, growing Trusts & Estates team that forms a key part of a respected London Private Client Tax practice.

You’ll joined a team of experienced trusts advisers and work closely with a specialist Trusts Partner, on a range of trust and estates compliance and planning projects. You’ll perform a client and third-party facing role, as a key trusted adviser, as well as helping with developing the junior advisers in the team.

You’ll need extensive trusts and tax experience, including the preparation and review of trust and estate returns and accounts. You'll also work alongside experienced Partners, assisting with ad hoc trust planning and structuring projects. Strong technical knowledge of trusts taxation is also important.

The STEP and or ATT/CTA/ACA qualifications would be valued, but our client is happy to look at talented advisers who are qualified by experience.

Scope exists to progress to Director grade in one of London’s prominent Trusts & Estates teams.

Based in the City, the role offers hybrid working 2-3 days a week. Salary dependent on experience but up to £100k + benefits.

To find out more, please email - michaelhowells@howellsconsulting.co.uk quoting Ref 720

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: 

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: