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 5152

To find out more 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 5130

Personal Tax Manager / Senior Manager - Birmingham £55k-£75k DOE

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 an additional Personal Tax Manager or Senior Manager 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 some 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 toward Associate Director and Director grades. 

Salary will be dependent on grade and experience but is likely to be within the band £55k-£75k. Ref 5073

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

Associate Director, Private Client Tax - London £95k - £105k

Take your career to the next level and position yourself for partnerships with a high-quality London Private Client 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 for a route to partnership with a respected London firm, please email michaelhowells@howellsconsulting.co.uk for further background details on this opportunity. Ref 5091

Trust Assistant Manager - Law Firm, London £50k-£60k

We are working closely with one of London's most respected Private Client law firms. 

They are looking to appoint a Trust Assistant Manager, to perform a client and third-party facing role. Working closely with leading Private Client Partners, the incoming individual will advise on trust taxation, accounting, formation, restructuring and cessation.

The successful candidate will have extensive experience of preparing/reviewing trust accounts and trust tax returns, gained in a prominent accountancy or law firm. Strong communication and relationship management skills are also important, as this is very much a client and third-party facing role.

The incoming individual could be an existing Assistant Manager looking for a new challenge, in a friendly and supportive team, or a Trust Senior seeking to step up to Assistant Manager grade for the first time. Either way, the team hopes to recruit someone whom they can support with progression to Manager and Senior Manager levels.

The firm has adopted hybrid working, so there is scope to work from home at least two days a week. 

This is a super opportunity to join a well-respected Private Client law firm at an exciting time in its growth. Ref 695

To find out more about this opportunity and to request a full job description, please email 

michaelhowells@howellsconsulting.co.uk   

Director, Personal Tax (Partner Designate) - London c.£95k-£110k

We are working with one of London’s high quality independent accountancy firms, who are undertaking a partner succession-planning exercise. They are keen to appoint a CTA Personal Tax Director, whom they can support with progression to partnership, as one of their existing private client tax partners retires.

The role involves providing client-facing tax advisory services to HNW entrepreneurs, business owners and their families, as well as assisting with the management and direction of the private client tax team. The incoming Director will also work with the partners on business development and networking initiatives, to ensure the service line continues to maintain its high profile.

This is a great opportunity for a personal tax director, associate director or top end Senior Manager, to position themselves for partnership. They will join a friendly and supportive firm, that genuinely values work/life balance. They offer homeworking a couple of days a week and a salary (dependent on experience) in the region £95k-£110k plus benefits.

The successful candidate will be CTA qualified with demonstrable experience of advising HNW private clients (including UK res non doms), on all areas of their income and capital taxation. This could include shareholder planning, extraction of wealth, domicile advice and advising on property-related issues. The individual also needs to be commercially-minded, able to utilise an experienced team effectively and identifying potential new clients and planning opportunities.

To find out more, just email michaelhowells@howellsconsulting.co.uk  quoting reference 5175

US/UK Private Client Tax Manager – London To £72k + bens

Join a high-profile non-Big 4 US/UK Private Client Tax team at an exciting time in its growth. The team has attracted EAs from across the Big 4 and national firms, drawn by the quality of work, swift progression, better work/life balance and the opportunity to be more than a face in the crowd.

They advise a high-quality client base of growing entrepreneurial businesses, internationally mobile executives and HNW US-connected families. Demand for their expertise continues to grow and they are now keen to appoint an additional client adviser at Manager level.

You’ll take responsibility for a portfolio of clients as they key point of contact. You’ll advise on ad hoc personal tax planning projects (US and UK), including assisting some of the profession’s leading Partners with complex advisory work. You’ll also oversee annual compliance, delegating and reviewing the work of junior tax advisers and assistant managers.

There is also scope to get involved with the continued growth of the US/UK practice, accompanying partners and directors to networking events and assisting with business development initiatives.

You’ll need to be EA and ATT/CTA qualified, with demonstrable experience of delivering US and UK private client tax advice to HNWIs and internationally mobile employees. Strong communication and client relationship management skills are also essential, as this is very much a client-facing role. You’ll build relationships with Directors and senior Executives, as their key trusted adviser.

Based in central London, the role offers homeworking a couple of days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £62k-£72k + bens. The team is particularly keen to recruit an adviser whom they can support with progression to Senior Manager grade (and potentially beyond). Ref 852

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