Friday 1 December 2023

Private Client Tax Director – Independent Firm, London c.£100,000 - £120,000

Time to step away from the crowd? Play a strategic role in the management and delivery of Private Client Tax services at one of London’s leading independent accountancy firms.

You’ll work closely with the Head of Personal Tax, overseeing a team of experienced ATTs and CTAs. Manage their workload and technical development, as well as assisting with complex tax compliance issues. Day to day you’ll also perform a client-facing advisory role, providing income and capital taxes planning advice to a high-quality portfolio of new and old money HNWIs. These will include UK res non doms with multi-jurisdictional wealth.

The role requires a mix of client relationship management skills, team management experience and strong UK personal tax planning knowledge.

This is an opportunity to join a high-end private client team, where you’ll be encouraged and supported to really make a difference. To find out more, just email quoting reference 5095

Personal Tax Director - Leading London Team, To c.£130k + Bonus

Work closely with industry-leading Partners, in an advisory-focused, client-facing role. 

Our client is a high profile, 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 quoting reference 5094

Director / Partner Designate, Personal Tax - London To £135k + Bens

An exceptional opportunity to join one of London’s high-profile Private Client Tax teams at an exciting time in its growth. 

Our client advises HNW/UHNW individuals, families, business owners, entrepreneurs and family offices on all areas of personal taxation, trusts and asset structuring. The team is busy, planning for the future and keen to appoint an additional CTA at Director level. Ongoing succession-planning ensures that there is a genuine pathway to Partnership for a talented adviser.

Very much a client-facing role (with a portfolio to manage on day one), you will advise across income and capital taxes planning and the use of trusts. Many of the clients are multi-jurisdictional in nature, so strong UK res non dom advisory experience is important. An experienced team of private client tax CTAs is on hand to assist with planning projects.

Client relationship management is a key element of the role. In addition, you would be expected to initiate and participate in business development and marketing initiatives.

The firm operates hybrid working, with scope to work from home 2-3 days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £100k - £135k + Bens. The role would suit either a top-end Senior Manager ready to step up, or a Director looking to position themselves for partnership. 

This is a super opportunity to progress your career with a private client-focused firm, that has a strong track-record of hiring from London’s leading teams and promoting on to partnership.

For further details just email quoting reference 5049

Tuesday 28 November 2023

Personal Tax Compliance Manager - London £63k - £73k

Managing the ongoing professional relationships with HNW/UHNW private clients can be incredibly rewarding. Building trust as their go-to adviser, getting to know their background, priorities and aspirations.

Overseeing their annual personal tax compliance cycle provides an insight into their financial affairs that can prove invaluable. Obviously it requires excellent communication and interpersonal skills, as well as a strong technical grasp of UK personal taxation, but as an experienced ATT or CTA, you probably already knew that.

If you’re looking to take the next step in your private client tax career, our client offers a high quality team, advising both new and old money, including UHNW UK res non doms, family offices, business owners and landed estates. 

They are busy, growing and keen to appoint an additional adviser at Manager level. Probably CTA qualified, you’ll be looking to pursue your career in a supportive environment, where you can really make your mark. Prospects for progression are excellent, but they also offer hybrid working 2-3 days a week and genuine work/life balance.

To find out more about the opportunity, just email  quoting reference 5097

Monday 20 November 2023

Trust & Tax Accountant - London Law Firm, £50k - £60k + Bens

A brand new opportunity to join one of London's most respected Private Client law firms. 

Our client is looking to appoint a Trust & Tax Accountant, to perform very much a client and third-party facing role. Working closely with leading Private Client Partners and an experienced Trust Director, the incoming individual will advise on trust taxation, accounting, administration, formation, restructuring and cessation. They will also undertake some personal tax work for HNWIs and their families.

The successful candidate will have extensive trusts taxation and trust accounting prep/review experience, gained in a prominent UK accountancy or law firm. They are also likely to be ACA/ACCA/CTA or STEP qualified.

The firm has adopted hybrid working, so there is scope to work from home 2-3 days a week. Ref 682

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

Friday 17 November 2023

Personal Tax Manager - West End £62k - £72k + 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 quoting reference 5087.

Tuesday 14 November 2023

Personal Tax Assistant Manager / Manager - Bristol £45k-£55k

Take your career to the next level with one of Bristol's leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Assistant Manager or Manager grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £45k - £55k + benefits and bonus. Ref 5096

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