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:

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:

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 currently handling a super Trust & Tax Senior role for a high-end Private Client team in central London (with hybrid working).

The position would suit an experienced Trust Senior looking to join a private client-focused firm, that advises HNW/UHNW families and their personal wealth.

The incoming individual will manage a portfolio of trusts, their administration, accounts and tax return preparation. They will also liaise with third-parties and play very much a client-facing role.

Full support will be provided with the STEP qualification if required. The team has a strong track-record of developing its advisers and will support progression towards AM and Manager grades.

The firm is embracing hybrid working and offers the opportunity to work from home 2-3 days a week, if one wishes. Salary dependent on experience but likely to be c.£40k-£50k + bens Ref 709

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

Alternatively, simply apply below:

Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth 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 Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team.

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

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Overseeing the annual compliance cycle and a team of junior tax advisers
• Working closely with Partners on planning and implementing strategy for the Private Client service line
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client-facing role, you will require excellent communication and relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.

Salary will be dependent on experience and grade, but is likely to be in the region £90k-£120k+ bens p.a.

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

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 5200 

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 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:

Take your career to the next level with one of Bristol’s leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Tax Senior grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.

Salary dependent on experience but likely to be in the region £35,000 - £45,000 Ref 5096s

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

Alternatively, simply apply below:

Advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You’ll also play a key role in the management of the team, assisting experienced private client partners with allocation of work, WIP management, client relationship management and nurturing of third-party relationships.

This high-profile Private Client Tax team is keen to make a strategic hire at Associate Director level and offers the opportunity for a talented adviser to progress towards Partnership.

The majority of the role involves client-facing personal tax advisory duties, so strong technical knowledge of IHT, CGT, extraction of wealth from businesses and property-related planning is important. You’ll also need to be a confident communicator and accomplished client relationship manager. 

This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to really build a name for themselves in the Cambridge area and to lay the foundations for a step up towards partner grade.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting reference 5224

Alternatively, simply apply below:

Want to be more than a face in the crowd? We are working with one of London's high-end tax boutiques, who specialise in the provision of tax and wealth planning advice to HNW American clients.

Their Private Client Tax team is thriving, growing and keen to appoint an additional adviser at Assistant Manager grade. The incoming individual will look after a portfolio of HNW US executives, business owners, PE principals and their families. Acting as a key point of contact, they will manage the client relationship, oversee the annual US and UK personal tax compliance cycles and review the work of junior preparers. They will also work closely with respected Directors and Partners on ad hoc planning projects and networking/business development activities.

This is an opportunity for an ATT and EA dual-qualified adviser to develop their career in a supportive environment where they will have a genuine voice. They will take on early responsibility and be encouraged and assisted with progression towards Manager grade. Longer-term prospects are also excellent. 

Salary will be dependent on experience, but is likely to be in the region £55k-£65k + bens + bonus. 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 858

Alternatively, simply apply below:

This is a great opportunity for a CTA qualified personal tax Manager or Assistant Manager to take on a strategic role with one of London’s premier Private Client Tax teams.

Our client is an independent (non-PE-backed) accountancy firm, that has built a premier offering to HNW/UHNW individuals, family offices, FICs and multi-generational families.

The role will involve undertaking a broad range of personal tax planning and compliance work including advising on IHT, CGT, trusts, APR/BPR and succession planning. As a key client relationship manager, you’ll liaise directly with both clients and their third-party advisers.

Supported by a respected team of CTAs and high-profile Partners, you’ll be encouraged to develop your career towards Senior Manager and Director grades.

This is a friendly and sociable team, based in central London but embracing hybrid working 2-3 days a week. Salary will be dependent on experience but their Manager band runs up to £75k plus benefits and a generous bonus scheme.

To find out more about the opportunity just email michaelhowells@howellsconsulting.co.uk

Alternatively simply apply below:

Managing the ongoing relationship with HNW/UHNW private clients can be incredibly rewarding. Building trust as their go-to adviser, really getting to know what makes them tick, their background, priorities and aspirations.

If you’re looking to take the next step in your private client tax career, our client offers a multi award-winning team which is home to some of London’s most respected HNW advisers. The client base is both new and old money, and includes UHNW entrepreneurs, international families, family offices, business owners and landed estates.

They are busy, growing and keen to appoint an additional adviser at Manager level. CTA qualified, you’ll be looking to pursue your career in a high quality, supportive environment, where you can really make your mark. Prospects for progression are excellent, but they also offer hybrid working 2-3 days a week and genuine work/life balance.

To find out more about the opportunity, just email michaelhowells@howellsconsulting.co.uk  quoting reference 5255

Alternatively, simply apply below:

Our client is an established and thriving independent tax and business advisory firm. They have built a strong reputation for advising growing, entrepreneurial businesses and their owners on all areas their taxation.

Demand for their capital taxes expertise continues to grow and the team are now keen to appoint a Senior Tax Adviser (£70k-£90k + car + bens + bonus) to focus on IHT and succession planning advice.

The client base is HNW business owners and multi-generational families. Working closely with the partners, the incoming individual will perform an advisory-focused role, covering IHT, succession-planning, the use of family investment companies and trusts. This is very much a hands on, client-facing advisory role. It requires strong project management skills, as well as an excellent grasp of IHT and how it effects entrepreneurial HNWIs.

This is a great opportunity for an experienced CTA to deliver, shape and lead the IHT side of the Private Client Tax offering. Supported by partners and junior staff, there is genuine scope for progression. The role can also be tailored to the individual in terms of business development and/or deep technical advisory and/or team management.

Based in Coventry, the role offers hybrid working 2-3 days a week. The environment is collegiate, supportive and sociable, not a huge corporate entity. An ideal firm for someone looking to be more than a face in the crowd.

If you’d like to learn more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk   quoting Ref 5266

Alternatively, simply apply below:

We are currently handling a senior IHT planning role for a thriving independent tax advisory firm in Leeds.

The team has built a strong reputation for advising growing, entrepreneurial businesses their owners and families on all areas their taxation. Demand for their capital taxes expertise continues to grow and the team is now keen to appoint a Senior Tax Adviser (£70k-£90k + car + bens + bonus) to focus on IHT and succession planning advice.

Working closely with the partners, the incoming individual will perform an advisory-focused role, covering IHT, succession-planning, the use of family investment companies and trusts. This is very much a hands on, client-facing role. It requires strong project management skills, as well as an excellent grasp of IHT and how it effects entrepreneurial HNWIs.

This is a great opportunity for an experienced CTA to deliver, shape and lead the IHT side of the Private Client Tax offering. Supported by partners and junior staff, there is genuine scope for progression. The role can also be tailored to the individual in terms of business development and/or deep technical advisory and/or team management.

Based in Leeds, the role offers hybrid working 2-3 days a week. The environment is collegiate, supportive and sociable, not a huge corporate entity. An ideal firm for someone looking to be more than a face in the crowd.

If you’d like to learn more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk   quoting Ref 5267

Alternatively, simply apply below:

Ready for a fresh challenge and a new role?

This friendly, private client-focused firm is continuing to grow and is now looking for a CTA-qualified Personal Tax Senior Manager to join its expanding team.

You’ll be working with an impressive and varied client base, including international HNWIs, entrepreneurs, offshore trusts and wealthy families. The firm genuinely values work/life balance, offering a supportive culture and flexible hybrid working (2–3 days a week).

As part of a highly experienced personal tax and trusts team, you’ll get involved in a broad range of interesting and complex private client work, including:

• Advising on high-end IHT, CGT and offshore trust matters
• Providing tax and trust planning for clients with multi-jurisdictional wealth
• Acting as a key trusted adviser and managing long-term client relationships
• Overseeing and supporting junior team members and their compliance portfolios

This role would suit someone CTA qualified with strong technical experience in IHT, CGT and trust structuring, who enjoys working closely with clients and mentoring others.

Salary will depend on experience and level, but is expected to be in the region of £85k–£95k plus benefits.

If you’re looking to pursue your career in an environment where you’ll be more than a face in the crowd, email michaelhowells@howellsconsulting.co.uk requesting further information an quoting Ref 5234

Alternatively, simply apply below:

Join a high-profile, US/UK Private Client Tax team and fast-track your career with one of London’s leading independent firms. This respected practice has attracted dual-handling advisers from the Big 4, Top 10 and leading boutiques. They are drawn by the supportive environment, swift progression (including to Partner level) and the opportunity to really have a ‘voice’.

Their US/UK private client tax managers have genuine client ownership. They lead relationships (with the guidance of partners where required) and are encouraged to begin growing their own network of clients and referrers. They advise HNW entrepreneurs, business owners, FS directors and families, all with UK and US aspects to their personal tax affairs. The work offers a healthy mix of ad hoc advisory projects and bespoke, complex compliance, offering the ideal environment in which to progress one’s career.

The team is thriving, growing and keen to recruit the directors and partners of the future. In particular, they seek an EA and ATT dual-qualified tax Manager to handle a portfolio of HNWIs and to work with the partners on business development and marketing initiatives.

Based in central London, the team offers hybrid working 2-3 days a week, a generous bonus and benefits package and salary to £75,000 p.a. (dependent on experience).

If you’d like to take your career to the next level, in an environment where you’ll be judged on ability and not simply years served, drop me an email to find out more quoting Ref 867 – michaelhowells@howellsconsulting.co.uk