Roles
We are working closely with a high-quality independent accountancy firm in the West End. Private Client Services are at the core of their business and they advise an impressive client base of UK and international HNWIs.
Their Private Client team is busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£90k dependent on experience).
The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice.
They will also oversee a portfolio of UK trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships.
It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance. They are a friendly and supportive team, that has embraced hybrid working, so 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 696
Alternatively, simply apply below:
Job Features
| Job Category | Trusts |
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:
Job Features
| Job Category | Personal Tax |
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:
Job Features
| Job Category | Personal Tax |
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:
Job Features
| Job Category | Personal Tax |
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:
Job Features
| Job Category | Trusts |
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:
Job Features
| Job Category | Trusts |
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:
Job Features
| Job Category | Personal Tax |
Are you CTA qualified and looking to pursue your private client tax career with a high-profile, award-winning team?
We're working closely with a respected firm that has built a strong reputation for advising serial entrepreneurs, business owners, landed wealth and international HNWIs.
They are keen to appoint an additional personal tax specialist at Assistant Manager level. The role will involve overseeing a portfolio of wealthy private clients from a range of backgrounds. You'll act as their trusted adviser and relationship manager, handling all areas of their personal tax compliance and working with leading Partners on ad hoc capital taxes planning projects.
The firm has a collegiate culture and their supportive and sociable Private Client team will assist you with progressing towards Manager and Senior Manager grades.
Based in Southampton, they offer hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be in the region £45k-£55k + bens.
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5208
Alternatively, simply apply below:
Job Features
| Job Category | Personal Tax |
Our client 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 team is busy, growing and keen to appoint an additional CTA at Senior Manager level. You will take responsibility for a portfolio of HNW/UHNW private clients, as their key trusted adviser. This will include overseeing their annual compliance (managing a team of junior tax advisers), but predominantly involve identifying and advising on ad hoc personal tax planning projects. You’ll have the opportunity to work with experienced partners and to build a name for yourself in the region.
The role would suit a London an experienced Manager or Senior Manager looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice locally. Either way, support will be provided with progression towards AD and Director grades. Salary will be dependent on experience, but is likely to be in the region £75k-£85k + 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 Tunbridge Wells and the surrounding Kent countryside, drop me an email for further details – michaelhowells@howellsconsulting.co.uk Ref 5141
Alternatively, simply apply below:
Job Features
| Job Category | Personal Tax |
Do you have experience of working on HMRC enquiries / investigations?
Our client is one of London’s prominent accountancy firms. Their Tax Dispute Resolution team handles high-end tax investigations work and offers an exciting career path towards Manager and Senior Manager grades.
They are looking for a Tax Assistant Manager to work closely with the Directors and Partners on a broad range of tax investigation enquiry work. Liaising directly with clients, you will assist with the day to day running of investigations, as well as preparing investigation reports and submissions to HMRC. Ultimately ensuring satisfactory outcomes are reached for all parties.
Strong communication skills, combined with personal tax technical knowledge, are therefore essential.
The successful candidate is likely to be CTA qualified (or equivalent) and be able to demonstrate experience of working on tax investigations, as well as a willingness and ability to develop their skills in that area. COP8/9 experience will be particularly valued.
You could be a private client tax professional with experience of tax investigations and looking to specialise in that field. Alternatively, you could already be working in a Tax Dispute Resolution team and be looking for the next step in your career.
Salary dependent on experience and qualifications but likely to be in the region £50,000 - £60,000 + bens.
To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5225
Alternatively, simply apply below:
Job Features
| Job Category | Tax Investigations |