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:

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 or Senior 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.

You 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 incoming individual is a confident communicator with excellent client relationship management skills.

Genuine scope exists for progression, 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 £75k-£85k + 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:

we are working with an award-winning London accountancy firm who are independently recognised for the strength of their Private Client Tax offering. Their Trusts & Estates team is busy, growing and undertaking partner succession-planning. 

Ideally, the team would like to appoint a Trust & Estates Director whom they can support with progression to Partnership in the short to medium term. The firm is not PE backed. 

The role would suit a top-end Trust Senior Manager ready for the step up to Director, or alternatively a Trust Director seeking a new challenge and route to partnership.

The client base is UHNW and high quality, offering a broad range of trust structuring, estate planning and management work. The incoming individual will be a key client relationship manager and will also assist private client partners with networking and business development initiatives. The successful candidate is likely to be STEP and/or CTA qualified, but will certainly have strong trusts and related tax experience, gained in a leading accountancy or law firm. 

This is a rare opportunity for a senior trusts adviser to position themselves for partnership. The firm is supportive, sociable and offers hybrid working arrangements. Salary will be dependent on experience but is likely to be £100k+. 

To find out more please email michaelhowells@howellsconsulting.co.uk  quoting Ref 713

Alternatively, simply apply below:

A fantastic opportunity to join a high-quality Tax Dispute Resolution team. 

Our client is a respected 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 grow 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 previous experience of tax investigation work, including HMRC enquiries, making disclosures and penalty mitigation. You will 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 dependent on experience but in the region £63,000 - £75,000 + bens.

To find out more, simply email michaelhowells@howellsconsulting.co.uk quoting reference 5236

Alternatively, simply apply below: