Roles

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:

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 Senior or 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 on to 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 key element of the role will involve managing a portfolio of HNW clients (both UK and international). The position involves both advising on ad hoc income and capital taxes planning, as well as some review of compliance.

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. Ref 5004

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

Alternatively, simply apply below:

An opportunity to join a prominent and thriving Private Client Tax team at an exciting time in its growth.

Our client 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 Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners. 

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.
• Overseeing their annual compliance cycle and a team of junior tax advisers
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Working closely with leading Partners where required.
• 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 £80k-£90k + 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 5200ad 

Alternatively, simply apply below:

Advise an impressive client base of international HNWIs, offshore trusts, entrepreneurs, business owners and their families.

This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work.

You’ll join a team of highly experienced personal tax and trusts professionals, handling a broad range of private client tax projects. The role will include:

• High end IHT, CGT and offshore trusts advice
• Tax and Trust planning for HNWIs with multi jurisdictional wealth
• Relationship management as a key trusted adviser
• Overseeing junior staff and their compliance portfolios
• Being part of a friendly and supportive team that genuinely values work/life balance

The CTA qualification is a pre-requisite, along with strong technical experience of advising on IHT, CGT and trust structuring.

Salary dependent on grade and experience, but likely to be in the range £80k-£95k + bens. Hybrid working 2-3 days a week is also on offer.

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 5177

Alternatively, simply apply below:

Fed up with being a cog in a machine? 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:

We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base from offices near Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£70k-£80k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing holistic tax and trusts planning advice.

The role will involve overseeing a portfolio of offshore and onshore trusts. This will include reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries. 

It is a super opportunity for someone to undertake high-end trusts work without trekking into London. 

The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes.

To find out more please email michaelhowells@howellsconsulting.co.uk quoting Ref 665

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:

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

You’ll 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.

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.

Salary dependent on experience but c.£80k-£90k + bens and route to Director.

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

Alternatively, simply apply below:

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.

You'll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You'll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.

This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.

You'll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.

As one of the key members of the Private Client Tax team, you'll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.

Based in Bath (or potentially Swindon), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.

Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.

To find out more, just email michaelhowells@howellsconsulting.co.uk quoting reference 5217

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: