Monday, 16 September 2019

Private Client Tax Senior Manager - Esher To £80,000

Our client is an impressive tax-focused consulting firm, handling London quality work from its offices in Surrey.

They advise an international HNW client base and have particular expertise in the UK resident non-domiciled field. Their clients are new-money entrepreneurs, senior executives and wealthy international families.

The team has attracted Private Client advisers from London, seeking interesting work and a fulfilling career, without the trek into the Capital.

The firm is thriving, growing and keen to appoint a private client tax Senior Manager, to work closely with the Senior Partner. The individual will need to be CTA qualified with extensive non dom planning experience. Some knowledge of US personal tax would be helpful but is not essential. The individual should be very comfortable advising on IHT, CGT, remittance, domicile, ATED, transfer of assets abroad, offshore structuring and trusts.

The firm operates a paperless office enabling remote working 1-2 days per week. Flexible hours can also be discussed. The firm's culture very much embraces a healthy work/life balance. Ref 4798

For further details of this opportunity please contact Michael Howells on 07891 692514 or click below:

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Thursday, 12 September 2019

Personal Tax Assistant Manager / Manager - Cheltenham £Excellent + Bens


One of the region's most respected accountancy firms is keen to bolster its Private Client Tax team with the appointment of an Assistant Personal Tax Manager or Junior Manager.

This is a super opportunity for a CTA personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. You will advise a high quality client base of new-money entrepreneurs, business owners, shareholders, wealthy families and landed/farming clients. The portfolio offers a broad range of personal tax work covering amongst other things, income tax, IHT, CGT, BPR, APR and entrepreneurs' relief. Scope exists to assist partners with ad hoc planning as it arises.

The firm is proud of the longstanding relationships it has with its HNW clients and acts very much as their trusted adviser. As such, the role is certainly client-facing, requiring strong communication and relationship management skills, as well as good UK personal tax technical knowledge.

Scope exists to progress through the Manager band and on to Senior Manager.

This is a genuine career opportunity for a talented CTA looking to build their Private Client career in the Cheltenham area. Ref 4766

For further details of this opportunity please contact Michael Howells on 07891 692514 or click below:

Wednesday, 11 September 2019

Private Client Tax Senior Manager - Bristol To £80,000


A CTA qualified Private Client Tax Senior Manager is sought by the Bristol office of a respected accountancy practice.

The firm has built a prominent position as a premier adviser to HNW new-money entrepreneurs, business owners, international private clients, landed estates and wealthy families. Private Client Services make up a significant part of the firm's business, offering a high profile environment in which to build one's career.

The team is growing and is keen to make a strategic hire at Senior Manager level. The individual will need to be CTA qualified with extensive experience of UK personal tax planning for entrepreneurial private clients and their families. They will take responsibility for an impressive portfolio and provide advice across a broad range of income and capital taxes issues. These could include CGT, IHT, succession planning, extraction of wealth from businesses, entrepreneurs' relief, BPR, APR, domicile, residence and remittance.

Prospects for progression to Director are excellent and there are genuine opportunities to strive for partnership as part of the team's succession-planning.

This is a super opportunity for a talented Private Client adviser to make a strategic career move, joining a high profile team at an exciting time in its growth. Ref 4803

For further details of this opportunity please contact Michael Howells on 07891 692514 or click below:

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Tuesday, 10 September 2019

Tax Manager, Private Client Advisory - Birmingham To £60k

Fast-track opportunities exist at this respected national accountancy firm. Their Private Client department is thriving and growing, offering the opportunity for a talented CTA Manager to join the team.

Private Client Tax is a significant service line for the firm, maintaining a high profile across the Midlands region. They advise a sterling client base of new money entrepreneurs, business owners, non doms, PE clients and ultra wealthy families.

Scope exists to work on a broad range of ad hoc personal tax planning projects. This is an advisory-focused role, requiring the CTA qualification and previous experience of advising UK and international HNWIs on income and capital taxation.

The firm offers a modern, forward-thinking environment in which flexible and remote working have been embraced. Support will be provided with ongoing development to Senior Manager and Director levels. Ref 4781

To find out more please contact Michael Howells on 07891 692514 or click below:

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Personal Tax Senior Manager & Manager, Harrogate £Excellent + Bens

An opportunity to join one of the region’s premier Private Client teams and to undertake top quality income and capital taxes planning work for a sterling client base of entrepreneurs, family offices, PE clients and older landed wealth. 

Working closely with high profile Partners, the successful individual will perform an advisory-focused role, autonomously managing a prestigious private client portfolio. Very much a client relationship management position, it requires strong interpersonal and communications skills as well as a high degree of UK personal tax technical knowledge.

The opportunity exists to get involved with private client marketing activities and business development.

This is a strategic hire for the team, offering the opportunity for someone to build a 'name' for themselves in the region as one of the 'go-to' advisers in the Private Client field. It is hoped that a talented individual will progress on to Director and potentially beyond.

The CTA qualification and experience of advising on shareholder planning issues, trusts, the SRT and FICs, would be particularly valued. Ref 4668

For further details of this opportunity please contact Michael Howells on 07891 692514 or click below:

Monday, 9 September 2019

Trust Manager - Ipswich £50k - £60k + Bens


This high profile Private Client team seeks to bolster its Trusts & Estates offering, with the appointment of an additional adviser at Manager level.

The role would suit a STEP qualified Trusts professional with extensive experience of preparing and reviewing complex trust returns and trust accounts. In addition, the role involves the administration of a HNW trusts portfolio (on and offshore), as well as working with Partners on ad hoc trust planning issues.

This is a thriving team, modern, forward-thinking and offering high quality trusts work without the commute into the Capital. Flexible hours and remote working can be accommodated for the right person. Scope exits to progress to Senior Manager in due course. Ref 629

For further details of this opportunity please contact Michael Howells on 07891 692514 or click below:

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Personal Tax Advisory Manager - Southampton To £60k + bens


Perform an advisory-focused role with one of the southern region's leading private client tax teams.

Manage key relationships with HNW entrepreneurs and wealthy families, advising on all areas of their personal taxation. Undertake ad hoc tax planning work on a broad range of issues relating to CGT, IHT, entrepreneurs relief, BPR, domicile, remittance and transactions.

Enjoy supported development to Senior Manager grade, in what is a high-profile team. Benefit from a culture that embraces flexi and remote working and encourages a healthy work/life balance.

You will be a CTA qualified personal tax assistant manager or manager, looking to take your career forward with a firm that values Private Client Tax as a key service line. You'll have built up demonstrable tax experience advising HNW entrepreneurs, including non doms. You are looking for a froward-thinking environment, offering scope to progress.

This is a great opportunity to undertake high-end private client tax work, without trekking into London. Ref 4799

To fine out more please contact Michael Howells on 07891 692514 or click below:

Make Enquiry