Thursday 25 April 2024

Personal Tax Senior Manager - Boutique - London £80k - £90k

This award-winning London Private Client team advises an impressive client list of HNW/UHNW entrepreneurs, business owners, wealthy families, trusts and family offices. Many of their clients are international in nature with multi-jurisdictional assets.

The team is busy, growing and keen to appoint a CTA qualified personal tax Senior Manager. The role will involve advising UK res non doms on income and capital taxes planning, offshore structuring, remittance, transfer of assets abroad etc. 

Very much a client-facing role, you will take primary responsibility for a portfolio of clients. However, you will also have the opportunity to work closely with the partners on marketing, networking and business development initiatives. Indeed, you will be encouraged to build a 'name' in the market as high-profile 'go-to' private client tax expert.

This is a modern, friendly and supportive firm that offers hybrid working options (2-3 days in the office dependent on client commitments). They have a strong track-record of promoting from within and are keen to find someone who has the potential to progress swiftly to Associate Director and Director grades. Ref 5064

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

Assistant Manager, Personal Tax - London £50k - £60k

A fantastic opportunity for a CTA qualified personal tax adviser to join one of London’s premier Private Client Tax teams.

Our client advises a high-end client base of HNW/UHNW entrepreneurs, Times Rich List names, international families, family offices and trusts. Many of their clients have international aspects to their affairs. The team is busy, growing and keen to appoint an additional Personal Tax Assistant Manager. 

The individual will take responsibility for a HNW portfolio, advising on the annual personal tax compliance cycle, but also identifying and advising on ad hoc personal tax planning opportunities. Previous experience of advising UK res non doms is important.

Full support will be provided with progression towards Manager grade.

Based in the West End, the role offers scope to work from home 2-3 days a week, if one wishes. 

This is a modern, dynamic and forward-thinking firm, offering a fantastic opportunity to develop one’s career with one of London’s leading Private Client teams. Ref 5042

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

Saturday 20 April 2024

Personal Tax Associate Director - London £95k - £110k

A fantastic opportunity to build one’s career with a high quality London Private Client team, offering the potential to progress to Partnership in a prominent team.

Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK res non dom with multi jurisdictional aspects to their affairs. The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning.

They are keen to find a CTA qualified personal tax adviser who is ready to take on an Associate Director role. The aim is to support that individual with progression to Director and ultimately partnership.

The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures. The position is very much client-facing, requiring excellent relationship management skills. An interest in assisting the partners with networking and business development initiatives would also be desirable.

You’ll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. Team management will form another key element of the role.

If you are looking to take your Private Client career to the next level, with the aim of progressing towards Director and Partner grades with a respected London firm, please email michaelhowells@howellsconsulting.co.uk for further details of the opportunity. Ref 5091

Friday 19 April 2024

Personal Tax Senior Manager - Chichester

A super opportunity to join a respected team on the South Coast.

Oversee a portfolio of HNW business owners, entrepreneurs and their families, as a key member of team. You’ll play a strategic role in the delivery of private client tax services. Working closely with high-profile partners, you’ll manage key client relationships as they go to adviser. You’ll supervise a team of tax professionals, overseeing the personal tax compliance and identifying opportunities for ad hoc tax planning work.

You’ll need to be CTA qualified with extensive experience of advising HNW private clients on income tax, CGT and IHT issues. Some experience of advising non doms would be helpful but is not essential. Very much a client-facing role, you’ll also require strong interpersonal and communication skills.

In return, you’ll be joining a sociable and supportive team, offering an environment in which to build the next stage of your career. They offer hybrid working 2-3 days a week and an attractive benefits package. Salary will be dependent on experience, but is likely to be in the region £65k - £75k. Ref 5104

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

Thursday 18 April 2024

Private Client Tax Assistant Manager - London, To £60k

We’re working closely with one of London’s multi award-winning Private Client Tax teams, who are growing and keen to recruit a CTA qualified personal tax Assistant Manager.

You’ll work closely with highly respected partners on an impressive private client portfolio. The team advises a broad range of HNW/UHNW business owners, international families, PE clients, family offices and trusts. 

Very much a client-facing role, you’ll oversee their annual compliance process, as well as getting involved with ad hoc CGT and IHT planning projects. Many of the clients have multi-jurisdictional aspects to their affairs, so experience of advising on remittance, residence and domicile issues would be valued.

This is a modern, sociable and supportive firm offering genuine scope to progress swiftly to Manager and Senior Manager grades. They operate hybrid working, enabling homeworking 2-3 days a week if one wishes. Ref 5067

For further details just email michaelhowells@howellsconsulting.co.uk 


Private Client Tax Senior Manager - City of London, £80k-£90k + Bens

This award-winning mid-sized accountancy firm is independently recognised for the strength of its Private Client Tax team.

They advise an impressive UK and international HNW client list of serial entrepreneurs, wealthy families, business owners and trusts. 

The team is growing and keen to appoint a CTA qualified personal tax Senior Manager to work closely with two of their Private Client Partners. You'll take responsibility for a portfolio of clients, as their primary point of contact. You'll identify and advise on ad hoc capital planning issues, as well as supervising a team to oversee the annual compliance cycle. 

Strong technical knowledge of the UK res non dom tax regime is important. Along with excellent client relationship management skills.

The aim is to support the incoming Senior Manager with relatively swift progression towards AD and Director grades.

If you'd like to find out more about the opportunity to join a high-profile team, within a leading mid-sized accountancy firm, just email  michaelhowells@howellsconsulting.co.uk  quoting reference 5123

Wednesday 17 April 2024

Personal Tax Manager - City £63,000 - £73,000

Build your career with a multi award-winning Private Client Tax team.

Our client specialises in advising HNW/UHNW private clients on all areas of their income and capital taxes planning and compliance. They look after high profile entrepreneurs and business owners, wealthy families, landed estates, PE clients and family offices. Many of their clients have multi jurisdictional aspects to their affairs. In short, Private Client work is at the heart of the firm's business.

With such a strong reputation in the field, our client has attracted some of the profession's leading personal tax advisers and offers the opportunity to work with highly-respected partners as a key member of the Private Client team. 

You'll have a 'voice' and play a prominent role, as client-facing adviser. You'll build long-term relationships as the primary point of contact, but benefit from the support of a high quality director and partner group. 

The team is growing and looking for a CTA Manager (or Senior Manager), with strong experience of advising HNW entrepreneurial private clients, particularly UK resident non domiciles. 

In return, you'll be supported with progression towards SM and Director grades, in an environment where Private Client work really is in the spotlight. 

As you'd expect, the firm has adopted hybrid working, so there is scope to work from home 2-3 days a week on average, if one wishes. 

To find out more, simply email  michaelhowells@howellsconsulting.co.uk  quoting reference 5122.

Tuesday 16 April 2024

Personal Tax Manager - Winchester £55k - £65k DOE

Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as entrepreneurs, business owners. and UK res non doms.

The Personal Tax team is busy, growing and keen to make an additional appointment at Manager or Senior Manager level.

The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.

The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy clients on IHT, CGT and trusts. Some experience of domicile, residence and remittance would also be helpful. Experience in advising landed wealth and farming clients would also be useful but is not critical.

Scope exists for a degree of flexible and remote working. There are genuine opportunities for a talented adviser to progress towards Director grade. Ref 5034

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

Senior Manager, Private Client Tax Advisory - London £80k - £90k + Bens + Bonus

This award-winning London Private Client team advises an impressive client list of HNW/UHNW entrepreneurs, business owners, wealthy families, trusts and family offices. Many of their clients are international in nature with multi-jurisdictional assets.

The team is busy, growing and keen to appoint a CTA qualified personal tax Senior Manager. The role will involve advising UK res non doms on income and capital taxes planning, offshore structuring, remittance, transfer of assets abroad etc. 

Very much a client-facing role, you will take primary responsibility for a portfolio of clients. However, you will also have the opportunity to work closely with the partners on marketing, networking and business development initiatives. Indeed, you will be encouraged to build a 'name' in the market as high-profile 'go-to' private client tax expert.

This is a modern, friendly and supportive firm that offers hybrid working options (2-3 days in the office dependent on client commitments). They have a strong track-record of promoting from within and are keen to find someone who has the potential to progress swiftly to Associate Director and Director grades. Ref 5064

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

Monday 15 April 2024

Trust & Tax Manager - London £63k-£73k + Bens

We are working with a well-respected, mid-sized accountancy firm, whose Private Client team is independently recognised for its expertise in personal tax and trusts work. The team is thriving, growing and keen to appoint a Trust & Tax Manager, who will oversee a portfolio of HNW trusts, estates and beneficiaries.

This is a supportive and sociable team, offering high quality work together with a genuine interest in nurturing and developing its staff. They offer hybrid working and discourage a long hours culture.

The role will involve working closely with several partners and directors, overseeing the delivery of trusts and estates advice to a HNW client base. You’ll supervise a team of junior advisers, ensuring the annual tax and accounts compliance processes are completed effectively. However, you’ll also get involved with interesting one-off trust advisory projects, particularly relating to the mitigation of IHT.

You’ll be the key point of contact for your clients, as well as liaising closely with trustees, HMRC and third-party advisers. Strong communication and interpersonal skills are therefore important. You’ll also need either the CTA, ACA or STEP qualification.

The successful candidate is likely to be either a Trust Manager seeking a new challenge, in an environment where they can progress towards Senior Manager grade, or alternatively an Assistant Manager with extensive trusts and personal tax experience, looking to step up to Manager grade. Either way, the individual will have experience of trust planning, trust accounts and return prep/review, as well as strong knowledge of personal tax issues effecting HNWIs (including experience of preparing self-assessment tax returns). Ref 688

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk

Friday 12 April 2024

Personal Tax Senior Manager - Cheltenham

This is a super opportunity for a CTA qualified personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. 

Our client has built a strong reputation in the Personal Tax field, in particular with a specialist team advising landed wealth, farming, bloodstock and HNW families. Demand for their expertise continues to grow and they now seek an additional personal tax Senior Manager or Director.

The incoming individual will take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work, as well as overseeing complex personal tax compliance. 

Working alongside high profile partners, it is a chance for a talented CTA to build a 'name' for themselves as one of the prominent private client advisers in the region. Support will also be provided with development towards Director grade.

The successful candidate will have extensive experience of advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients. They will be a confident client-facing adviser, who also enjoys building third-party relationships.

Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes.  

Salary is likely to be in the region £60,000 - £75,000 p.a. + benefits, dependent on experience. 

This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area. Ref 4944

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

Personal Tax Manager - West End £63k - £73k + Bonus

One of our long-standing clients is keen to recruit a CTA qualified personal tax Manager, to advise a dynamic client base of UK and international UHNWIs. The role has come about through growth and the ongoing success of what is one of London’s premier Private Client teams.

They’re looking for someone with strong client relationship management skills, who can act as a principal point of contact. The successful candidate will have a great technical understanding of the tax issues facing serial entrepreneurs, international families, non doms and family offices. They will possess excellent communication skills and be experienced in managing and utilising a team of personal tax professionals.

Working with high profile personal tax Partners and Directors, the Manager will advise on ad hoc capital taxes planning, oversee complex compliance and manage a team of experienced ATTs/CTAs.

The team has a strong track-record of promoting its Managers towards Director and Partner grades, so prospects are excellent. They also promote a culture of genuine work/life balance, including hybrid working 2-3 days a week.

If you’re looking for the next step in your Personal Tax career, out client offers a supportive, forward-thinking and sociable environment in which to thrive. To find out more, please email michaelhowells@howellsconsulting.co.uk quoting reference 5087.

Tax Training Manager – Nationwide

This highly respected national accountancy firm is looking to grow its in-house Tax Technical team, with the appointment of a Tax Training Manager. The role can be performed from any of their offices across the UK and from home up to 3 days a week if one wishes.

The position involves the design and delivery of tax technical update sessions to the firm’s tax fee-earners and partners. Working as part of an experienced team, you’ll also attend the annual Tax conference. Best of all, no time sheets or billing!

The role requires the CTA qualification and strong technical knowledge in either personal tax or business tax. You’ll also need to be able to demonstrate an ability to pick up new tax technical issues quickly and to communicate them clearly and concisely to your peers. Strong written, verbal and presentation skills are therefore essential.

The successful candidate may already be doing some tax technical training and looking to develop that in a dynamic, forward-thinking and personable work environment. Alternatively, a CTA with strong technical knowledge looking to move into the training sphere, would certainly be considered. 

Salary will be dependent on experience and location, but is likely to be in the region £55k-£70k Ref 5131

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk

Wednesday 3 April 2024

Personal Tax Manager - Medium-Sized London Firm, To £72k + Bens

Our client is one of London’s most respected mid-sized accountancy practices. Their Private Client team advises an impressive list of HNW business owners, non doms, media, entertainment and sports clients. Their expertise attracts high-quality work (and staff) and the team continues to grow.

They are now looking to appoint an additional CTA qualified Personal Tax Manager. The role will be a healthy mix of complex compliance, team management/review and ad hoc planning. It is a high profile position, working closely with the private client partners and offering a genuine pathway to Senior Manager and Director grades.

If you are CTA qualified and have experience of advising HNW entrepreneurial private clients, in particular UK res non doms, our client offers a supportive environment in which to develop your career. They have embraced hybrid working and provide the opportunity to perform a client-facing role where you can really make a difference.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5058

Personal Tax Manager (Advisory Focus) - London £65k - £75k

Join an advisory-focused team at one of London’s premier private client accountancy firms.

If you are CTA qualified with UK personal tax advisory experience, our client offers the opportunity to develop your career within the tax advisory sphere. They provide capital taxes and offshore trusts planning advice to HNW/UHNW individuals and families, their trusts and family offices. Many of their clients are entrepreneurial in nature and a significant proportion are UK res non dom.

The team is growing and keen to appoint an additional Manager with the ability to be supported with progression towards Senior Manager and Director grades. Demonstrable experience of advising on high-end CGT and IHT planning is important, as well as domicile, residence and remittance experience. Knowledge of shareholder planning and/or the issues facing HNW business owners or PE clients, would also be valued.

The firm has fully adopted hybrid working, offering the opportunity to work from home up to three days a week if one wishes. They also offer flexible hours, generous bonus scheme and a genuinely supportive and sociable culture.

If you’d be interested in hearing more about this opportunity, just email michaelhowells@howellsconsulting.co.uk quoting ref 5072

Thursday 28 March 2024

Personal Tax Senior Manager - International HNWIs - London £80K-£90K

A great opportunity to join a high-profile Private Client Tax team, that is offering a supported route to Director and Partner grades.

Join a highly-respected team of advisers attracted from the Big 4, Top 10 and leading mid-sized firms, by the quality of personal tax work, client base, peer group and opportunities for progression. You will take responsibility for an UHNW portfolio of domestic and international families, entrepreneurs, business owners and family offices. As a key trusted adviser, you will undertake ad hoc income and capital taxes planning, including offshore structuring, remittance and domicile advice. Scope also exists to advise on shareholder planning, transaction-related personal tax issues and PE work, if you have expertise in those areas.

You’ll also get involved with business development and networking initiatives, enabling you to build your name across the private client field.

As a dynamic and growing team, our client offers genuine scope for supported progression to Director. They also have a strong track-record of promoting on to partnership. As you'd expect, they also offer hybrid working patterns, with most of their advisers in the office 2-3 days a week on average.

If you’d like to find out more about this opportunity, please email michaelhowells@howellsconsulting.co.uk  for further details. Ref 5130

Friday 22 March 2024

Trust & Tax Senior Manager - Kent/London/Hybrid

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.£65k-£75k 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 in to London. 

The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes. Ref 665

To find out more, just drop me a line at michaelhowells@howellsconsulting.co.uk

Thursday 21 March 2024

Private Client Tax Senior Manager - Premier London Firm To £90,000

Looking for an advisory-focused Senior Manger role offering a supported route to Director grade?

Our client is one of London's premier Private Client Tax teams. They advise UHNWIs on all areas of their income and capital taxes planning, with particular expertise in advising UK res non doms. 

The team is busy, growing and keen to recruit a CTA qualified Senior Manager. You will provide ad hoc personal tax planning and asset structuring advice to new-money entrepreneurs, business owners and wealthy families, many with multi jurisdictional aspects to their affairs. 

They'll help you to develop your technical and non-technical skills, whilst working closely with some of the profession's leading private client practitioners. 

The firm has fully adopted hybrid and flexible working practices, so there is scope to work from home 2-3 days a week, if one wishes. 

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk  quoting reference 5016

Tax Investigations Manager - London To £73k + Bens

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 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.

This is a fantastic opportunity to join a high-quality Tax Dispute Resolution team. It would suit either a tax investigations specialist at Assistant Manager or Manager grade, or alternatively, a personal tax Manager with investigations experience, looking to specialise in the field.

To find out more, simply email michaelhowells@howellsconsulting.co.uk quoting reference 5054

Wednesday 20 March 2024

Personal Tax Senior - London/Hybrid £35k - £48k + Bens

Are you looking to build your private client tax career with an award-winning, high-profile team? We’re working closely with one of London’s most respected advisers to HNWIs. Their Personal Tax team provides advice to UK and international entrepreneurs, UHNW families, family offices, sports & entertainment stars and dynamic business owners.

Demand for their expertise continues to grow and the team is keen to recruit an additional member at Personal Tax Senior grade. You will need to be ATT or CTA qualified,  with experience of advising HNW private clients on a wide range of income and capital taxes issues. Experience of residence, domicile and ATED would be particularly welcome.

You will take responsibility for an impressive portfolio of new-money and landed clients including UK res non doms. Acting as a primary point of contact, you will oversee their annual personal tax compliance, whilst also identifying and assisting with ad hoc tax planning projects. Strong relationship management and communication skills are therefore important.

The firm has been recognised for its collegiate, encouraging and supportive environment. The team offers hybrid working (typically 2-3 days a week in the office) and are keen to find someone with the ability to be supported with progression to Manager and on towards AD and Director grades in due course. Starting salary will be dependent on experience and qualifications, but is likely to be £35k-£48k plus bonus and benefits.

If this sounds like an opportunity that may be of interest, please email michaelhowells@howellsconsulting.co.uk for further details and a job description. Ref 5046

CTA & ACA Tax Manager - Holistic Advice, London

I’m working with a high profile, well-known accountancy firm that has an award-winning Tax practice. Their London offering includes a specialist team that provides holistic advice to HNW business owners and their businesses. The tax work is advisory-focused and broad in nature, covering income and capital taxes planning, succession of wealth, transactions and business/corporate tax issues. Knowledge of family investment companies, trusts and/or partnerships would also be helpful. Some experience of analysing accounts is important.

The role would suit a CTA and ACA/ACCA dual-qualified Assistant Manager or Manager, looking for a client relationship management focused role. They’ll get to know the family and their business interests, undertaking a wide-range of ad hoc tax planning for them over many years (and potentially overseeing a complete business life cycle).

Salary will be dependent on experience but is likely to be in the region £63k-£73k + bens. The role is based in central London, with hybrid working operating 2-3 days a week on average. Ref 5039

To find out more, just drop me an email at michaelhowells@howellsconsulting.co.uk 

Thursday 14 March 2024

Private Client Tax Director - London Top 10 - To £135,000

Are you an experienced CTA personal tax Senior Manager or Associate Director, looking for a supported pathway towards partnership with a leading international accountancy firm?

Our client is a high profile and award-winning Private Client Tax practice, based in the heart of London. They are growing and also undertaking Partner succession-planning. In particular, they are keen to recruit a talented Personal Tax Director, to play a strategic role in the provision of income and capital taxes planning advice.

The client base includes serial entrepreneurs, international families, business owners, family offices and trusts. Many of the clients are UK res non dom, with multi-jurisdictional aspects to their affairs. 

In addition to undertaking personal tax planning projects, the Director will oversee a team of experienced advisers, manage client relationships and play a role in developing new business.

The successful candidate will be CTA qualified with extensive UK personal tax experience, particularly relating to UK res non doms. They will have experience of networking and building third-party relationships, and possess strong client relationship management skills. 

The role would suit an existing Director looking for a new challenge (and potential pathway to Partnership), or alternatively an accomplished Associate Director looking to progress their career in a genuinely meritocratic environment.

This is a collegiate and supportive firm, with a strong track record of developing its staff towards Partnership. They offer hybrid working 2-3 days a week and a highly competitive remuneration package. Salary will be dependent on experience, but is likely to be in the region c.£100k - £135k + bonus + benefits.

To find out more, please email michaelhowells@howellsconsulting.co.uk quoting reference 5094

Monday 11 March 2024

Personal Tax Planning Assistant Manager - Cambridgeshire £45k - £50k

This is a strategic hire by one of the region’s leading Private Client teams. 

This high-profile accountancy firm seeks a CTA Assistant Manager to work closely with one of their prominent personal tax Partners. Acting as their assistant, you will undertake ad hoc projects on their portfolio, in very much a client-facing role. 

You'll attend client meetings, follow up with the client and assist with putting together advisory reports. It is a fantastic opportunity to work with and learn from a leading Private Client Tax Partner and to fast-track your career towards Manager and Senior Manager grades.

The CTA qualification is essential, together with demonstrable experience of advising HNWIs on domicile, residence, shareholder planning, IHT, CGT, trusts and potentially landed estates issues.

Our client operates hybrid-working, with the opportunity to work from home 2-3 days a week if you wish. 

To find out more simply email Michaelhowells@howellsconsulting.co.uk  quoting reference 5070

Personal Tax Senior Manager - US/UK Private Clients, London/Nationwide

This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser.

Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to wealthy private clients (business owners, entrepreneurs and their families). 

Demand for their expertise continues to grow and they are keen to recruit an EA/ATT dual-qualified Senior Manager, to provide personal tax advisory and compliance services as a strategic member of the team.

You’ll work closely with some of the profession’s leading Partners and be supported with your own progression towards Director and Partner grades.

You’ll need to have a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. Demonstrable UK experience of advising US HNWIs on their personal tax position is essential. 

You’ll also have gained the EA and ATT qualifications. The CTA would be a bonus but is not essential. The role requires excellent client relationship management skills, as well as a commercial approach to WIP, recoverability and identifying new business opportunities.

Whilst many of the team come into the office 2-3 days a week, there is the potential to work from home most of the time if one wishes (a minimum of one day a month in the London office is required). Ref 5114

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

Thursday 7 March 2024

Private Client Tax Senior - West End, £40k - £48k

A fantastic opportunity for a CTA qualified (or part-qualified) personal tax adviser to join one of London’s premier Private Client Tax teams.

Our client advises a high-end client base of HNW/UHNW entrepreneurs, Times Rich List names, international families, family offices and trusts. Many of their clients have international aspects to their affairs. The team is busy, growing and keen to appoint an additional Personal Tax Senior. The individual will take responsibility for a HNW portfolio, advising on the annual personal tax compliance cycle, but also identifying and advising on ad hoc personal tax planning opportunities. Previous experience of advising UK res non doms is important.

Full support will be provided with progression towards Personal Tax Assistant Manager and Manager grades, as well as with any outstanding CTA studies / exams.

Based in the West End, the role offers scope to work from home 2-3 days a week, if one wishes. The firm will also cover any contractual CTA repayment costs incurred with changing jobs.

This is a modern, dynamic and forward-thinking firm, offering a fantastic opportunity to develop one’s career with one of London’s leading Private Client teams. Ref 4969

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

Wednesday 6 March 2024

Personal Tax Manager - London / Hybrid To £73k + Bens

Join a respected and award-winning mid-sized accountancy firm and be more than a face in the crowd. 

Our client advises an impressive list of not only HNW business owners, entrepreneurs and non doms, but also entertainment, sports, music and even 'influencer' clients. The team's expertise attracts high-quality work (and staff) and the practice continues to grow.

They are now looking to appoint an additional CTA qualified Personal Tax Manager, who will work closely with several personal tax partners, but particularly as the assistant to the Head of Private Client. Previous incumbents have fast-tracked their career towards Partnership.

The role involves managing a heavyweight private client portfolio, overseeing their personal tax compliance and working with the Head of Private Client on ad hoc advisory projects. The position therefore offers exposure to high quality work, as well as the opportunity to learn directly from an experienced partner.

The incoming Manager will need to be CTA qualified with a strong technical grasp of UK income and capital taxation. They will also require demonstrable experience of advising HNW/UHNW entrepreneurial private clients, including UK res non doms. The position is very much client-facing, as a key point of contact, so excellent client relationship management skills are essential.

The firm has embraced hybrid working, with scope to work from home 2-3 days a week, if one wishes.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5124

Personal Tax Manager and Assistant Manager - Harrogate

If you enjoy acting as a trusted adviser to HNW/UHNW families, business owners and landed estates, our client offers a top-tier environment in which to pursue your Private Client Tax career.

The firm has a sociable and supportive culture, with a strong track record of nurturing and developing its staff. They provide exposure to high quality personal tax work, but also help to develop the non-tax technical skills that are key for progression towards senior management. 

They have, for many years, encouraged a healthy work/life balance and adopted hybrid working long before Covid came along. Their advisers now enjoy working from home 2-3 days a week (if they wish), though some prefer to come in to the office more often.

The Private Client team in Harrogate is thriving, growing and keen to appoint two additional personal tax CTAs, at Manager and Assistant Manager level. These are client-facing roles, handling capital taxes planning and personal tax compliance for an impressive list of old and new-money clients. 

You'll work closely with high-profile Personal Tax Partners, whilst being given responsibility for running your own portfolio. There is excellent scope for progression towards Senior Manager grade. 

Salary will be dependent on experience but is likely to be in the range £40k - £60k + benefits and bonus.

If you'd like to find out more about this or similar opportunities, please email michaelhowells@howellsconsulting.co.uk quoting reference 5027.

Monday 4 March 2024

Personal Tax Senior Manager - Canterbury

Oversee a portfolio of HNW business owners, entrepreneurs and their families, as a key member of an award-winning team. You’ll play a strategic role in the delivery of private client tax services. Working closely with high-profile partners, you’ll manage key client relationships as they go to adviser. You’ll supervise a team of tax professionals, overseeing the personal tax compliance and identifying opportunities for ad hoc tax planning work.

You’ll need to be CTA qualified with extensive experience of advising HNW private clients on income tax, CGT and IHT issues. Some experience of advising non doms would be helpful but is not essential. Very much a client-facing role, you’ll also require strong interpersonal and communication skills.

In return, you’ll be joining a sociable and supportive team, offering an environment in which to build the next stage of your career. They offer hybrid working 2-3 days a week and an attractive benefits package. Salary will be dependent on experience, but is likely to be in the region £65k - £75k. Ref 5105

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

Personal Tax Senior Manager - West End £80k - £90k

A great opportunity to join a high-profile Private Client Tax team, that is offering a supported route to Director and Partner grades.

Join a highly-respected team of advisers attracted from the Big 4, Top 10 and leading mid-sized firms, by the quality of personal tax work, client base, peer group and opportunities for progression. You will take responsibility for an UHNW portfolio of domestic and international families, entrepreneurs, business owners and family offices. As a key trusted adviser, you will undertake ad hoc income and capital taxes planning, including offshore structuring, remittance and domicile advice. Scope also exists to advise on shareholder planning, transaction-related personal tax issues and PE work, if you have expertise in those areas.

You’ll also get involved with business development and networking initiatives, enabling you to build your name across the private client field.

As a dynamic and growing team, our client offers genuine scope for supported progression to Director. They also have a strong track-record of promoting on to partnership. As you'd expect, they also offer hybrid working patterns, with most of their advisers in the office 2-3 days a week on average.

If you’d like to find out more about this opportunity, please email michaelhowells@howellsconsulting.co.uk  for further details. Ref 5031

Friday 1 March 2024

Private Equity / Personal Tax Senior Manager - London £80k - £90k

Do you have expertise in advising Private Equity clients? We are working with a national firm of accountants, whose PE Team forms a key part of their award-winning Private Client Tax group. The team maintains a high profile and is one of the fastest growing areas of the Tax practice. They are now keen to appoint a Senior Manager with PE-related tax experience, who can perform a strategic, client-facing role.

Supported by leading Partners and Directors, the incoming individual will oversee a portfolio of PE clients including UHNW asset managers, fund structures and investment partnerships. You’ll deliver ad hoc tax advisory services, as well as overseeing compliance requirements. You’ll manage a team of junior advisers and assist the Partners with business development activities. You’ll be encouraged to nurture your own client relationships and to build internal and external networks of referrers – all part of your ongoing, supported progression towards Director grade.

The team offers tremendous opportunities for fast-track progression, in an exciting environment. However, they also offer hybrid working arrangements and a supportive and sociable culture. Ref 5078

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk

Thursday 11 January 2024

Partnerships Tax Associate Director, London £90k - £100k

Are you a Senior Tax Manager looking for a route to Director? Do you have experience of advising large partnerships (and their partners) on their UK tax position?

We are working with one of London’s premier Professional Practices teams, who are growing and keen to make a strategic hire at Associate Director grade.

Our client advises high profile partnerships (and their partners/senior executives) including international law firms, architects, surveyors, recruiters and private equity businesses. You’ll join their specialist partnerships tax team and be supported by highly experienced Partners and Directors. You’ll gain exposure to a broad range of tax advisory projects, compliance and reporting work, as well as getting involved with business development initiatives. As the key point of contact on a portfolio of UK and international clients, you’ll manage and build key long-term relationships.

You’ll need to be at least Senior Manager grade, with demonstrable tax technical experience of advising dynamic partnerships and LLPs. The CTA and/or ACA qualification is also important. You may already be a partnerships tax specialist, or be undertaking a mix of personal tax and partnerships tax work, with a keen interest in focusing on the latter. Either way, you’ll join a collaborative environment that will assist you with honing your skills and progressing towards Director grade.

The role is based in central London, but offers the opportunity to work from home 2-3 days a week if one wishes. Ref 5099

To find out more, please email michaelhowells@howellsconsulting.co.uk