Wednesday, 5 May 2021

Personal Tax Assistant Manager - City £50k - £60k

An opportunity to join an award-winning accountancy firm at an exciting time in its growth.

Our client offers a supportive, personable environment in which to develop one’s career. Staff are encouraged to progress and are assisted with their ongoing personal and technical development. At the core of the firm is a culture that genuinely embraces work/life balance and recognises life outside the office. Remote working 2-3 days a week can be accommodated, or their advisers can work in the City office if they prefer.

Their Private Client Tax team advises UK res non dom entrepreneurs and international families on all areas of their personal taxation. They are attracting lots of new work and now seek an Assistant Manager to take responsibility for a portfolio of HNW/UHNWIs.

The new Assistant Manager will undertake complex personal tax compliance, review tax returns prepared by more junior staff and assist a Director and Partner with ad hoc planning projects. Scope exists to progress swiftly to Manager grade and longer term prospects are excellent.

The CTA qualification is a requirement, along with demonstrable experience of advising UK res non doms on income tax, CGT and IHT, gained in a leading Personal Tax team. Very much a client-facing role, strong relationship management and communication skills are essential. Ref 4933

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

Tuesday, 4 May 2021

Trust Manager - Bristol £50k - £55k

As a result of the ongoing growth of their Trusts & Estates offering, the Bristol office of this well-known firm is keen to appoint an additional trusts professional at Manager level.

Our client has a strong reputation in the Private Client field, advising HNW/UHNW individuals, families and their trust structures (on and offshore). Demand for the team’s expertise is increasingly significantly and an additional Trust Manager is sought to take responsibility for a high quality portfolio of clients.

The incoming individual will perform very much a client-facing role, managing trust administration and reviewing trust accounts and trust tax returns. They will also work with Private Client Directors and Partners on ad hoc trust planning and IHT projects.

This is a super opportunity to join a high-profile Private Client practice at an exciting time in its growth. The firm has a tremendous track record of supporting and developing its staff and is embracing agile / hybrid working. Ref 650

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

Personal Tax Manager - Top 50 London, £60k - £68k

Based in the heart of the West End, our client is a leading mid-sized accountancy firm with a strong reputation in the Private Client field. They advise HNW entrepreneurs, business owners and wealthy families on all areas of their personal taxation. Many have international aspects to their affairs and are UK res non dom.

The firm has a relaxed culture and offers a lifestyle option, with high quality work but less pressure than within the larger London practices.

They are now keen to recruit a CTA qualified personal tax manager, to supervise two experienced personal tax staff and to oversee a portfolio of HNWIs. The role will involve the management of the annual personal tax compliance cycle on the portfolio, allocating work, managing WIP, reviewing work and handling more complex personal tax returns. In addition, the Manager will work closely with a Private Client Partner on ad hoc income and capital taxes planning projects.

Genuine scope exists to progress to Senior Manager grade and longer-term succession-planning offers scope for progression towards partnership.

The successful candidate will have demonstrable experience of advising HNW UK res non doms and business owners on income tax, CGT and IHT issues. They will also be an accomplished people manager, capable of supervising and developing a team of advisers.

Scope exists to work remotely two days a week if one wishes and flexi hours can be accommodated. Ref 4932

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


Friday, 30 April 2021

Personal Tax Senior - Bristol, £32k - £37k

Handle high-end private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth, as a key member of a highly-respected Private Client team.

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 senior.

With the support of experienced Managers, Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, handling their annual personal tax compliance and working on ad hoc tax planning projects. 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. Ref 4895

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

Thursday, 29 April 2021

Senior Manager, International HNW Tax Planning - Esher / London £80k - £90k

I am keen to speak to CTA qualified personal tax Senior Managers with experience of advising UK res non doms, in relation to a new role I'm handling for a Private Client tax consulting team near Esher.

The firm is located in modern offices with gym, café, bar and private gardens. They also embraces hybrid working and will be offering staff the opportunity to work from home 2-3 days a week from the Summer, if they wish.

The role could also be based in their London office, although attendance at the Surrey office at least once a week would be preferred.

This is an advisory-focused role, offering scope to advise HNW international private clients on a broad range of personal tax planning, offshore structuring and trusts issues. It would suit an experienced SM looking to handle high-end planning work, whilst enjoying a better work/life balance than in the larger London firms. Alternatively, a strong CTA Manager looking to step up to SM may be considered, if they have the requisite non-dom advisory experience. Either way, genuine scope exists to progress to AD and Director grades. Ref 4931

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


Wednesday, 28 April 2021

Personal Tax Senior - West End, London c.£42k - £47k + Bens

Are you CTA qualified and looking to develop your Private Client Tax career with one of London’s leading teams?

Our client is independently recognised for the strength of its Personal Tax practice. They are a leading adviser to HNW entrepreneurs, business owners, non doms, wealthy families and family offices. They have a modern, forward-thinking culture, embracing hybrid working and with a strong track record of promoting from within.

Demand for their expertise continues to grow and they are now keen to appoint an additional Private Client Tax Senior. The incoming individual will take responsibility for a high quality portfolio of domestic and international HNWIs. They will assist Senior Managers, Directors and Partners with ad hoc tax planning projects, as well as overseeing complex areas of their clients’ annual personal tax compliance.

They will perform a key client relationship management role, as a key point of contact. Strong communication and relationship management skills are therefore essential, as well as an excellent understanding of UK income tax, CGT and IHT. Experience of advising business owners on areas such as entrepreneurs relief, residence, domicile and remittance is also important. The individual will also be fully CTA qualified.

The role would suit a Tax Senior looking to develop their career and be supported with their progression to Manager and Senior Manager level.

In return, our client offers a sociable, supportive environment in which their advisers are encouraged and assisted to develop their skills and knowledge. Homeworking 2-3 days a week on average can be accommodated. Ref 4934

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


Tuesday, 27 April 2021

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

Independently recognised for the strength of its Private Client Tax team, our client is a leading adviser to HNW entrepreneurs, business owners, non doms, wealthy families and family offices. They are a modern, forward-thinking firm embracing hybrid working and with a strong track record of promoting their Senior Managers through to Director (and Partner) grade.

Demand for their expertise continues to grow and they are now keen to appoint an additional Private Client Tax Senior Manager. The incoming individual will take responsibility for a high quality portfolio of domestic and international HNWIs. They will assist Directors and Partners with ad hoc personal tax planning projects, offshore structuring, domicile advice and succession planning.

They will perform a key client relationship management role, as a primary point of contact. Strong communication and relationship management skills are therefore essential, as well as an excellent understanding of UK income tax, CGT and IHT. Experience of advising business owners and multi-jurisdictional HNWIs on areas such as asset disposal, shareholder planning, residence, domicile and remittance is important. The individual will be fully CTA qualified.

The role would suit an existing Senior Manager looking to develop their career and position themselves for swift progression to Director level. Alternatively, an experienced private client Tax Manager looking to step up to SM grade for the first time.

In return, our client offers a sociable, supportive environment in which their advisers are encouraged and assisted to develop their skills and knowledge. Homeworking 2-3 days a week on average can be accommodated. Ref 4927

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