Friday, 7 February 2025

Personal Tax Advisory Manager - Southampton £55k - £65k

Great opportunity to join an advisory-focused Private Client Tax team, providing income and capital taxes planning advice to HNW entrepreneurs, business owners and families.

Work closely with leading Private Client Tax Partners on ad hoc advisory projects. Perform a client-facing role as their trusted adviser. Develop your capital taxes planning skills in an award-winning, Private Client focused firm. Escape the repetitiveness of tax return busy season!

Our client offers hybrid working 2-3 days a week and support with progression towards Senior Manager grade. Salary will be dependent on experience but is likely to be in the range c.£55k - £65k p.a.

The CTA qualification and some previous personal tax planning experience is important. Ref 5184

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

Wednesday, 5 February 2025

Personal Tax Assistant Manager - Guildford £48k-£58k

A super opportunity for a CTA qualified Assistant Manager to join a leading private client tax team in Guildford.

Our client advises London and international HNW/UHNW entrepreneurs, business owners and families from their offices in Surrey. The team is growing and keen to appoint an additional personal tax adviser at Assistant Manager level.

The incoming individual will have the opportunity to handle ad hoc personal tax planning, as well as complex compliance, in very much a client-facing role. Strong technical knowledge of UK income and capital taxation is therefore important, including knowledge of residence and domicile issues. 

In return, our client offers a supported route to Manager grade in a sociable and friendly team. They have also fully adopted hybrid working, so it is possible to work from home a couple of days a week if one wishes.

This is a great opportunity to pursue one's Private Client career in a high quality, high profile team.

To find out more about the opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5164


Monday, 3 February 2025

Private Client Tax Manager / Senior Manager - West End

A great lifestyle choice, offering full-time, part-time and/or hybrid working options.

Join a friendly, supportive and Private Client-focused firm in the West End. They advise an impressive client base of HNW domestic and international individuals, families and trusts. The team is growing and looking for a CTA qualified personal tax Manager or Senior Manager to handle capital taxes planning and complex compliance work.

You’ll join a team of highly experienced personal tax and trusts professionals, handling high end private client tax work:

  • Very much a client-facing, relationship management role
  • Handle a broad range of income and capital taxes planning work
  • Oversee junior staff and a complex compliance portfolio
  • Work with leading private client tax advisers
  • Be a part of a friendly and supportive team that genuinely values work/life balance

Salary dependent on grade and experience, but likely to be in the range £65k-£95k + bens. Hybrid working 2-3 days a week is also on offer.

If you’re looking to pursue your career in an environment where you’ll be more than a face in the crowd, drop me an email at michaelhowells@howellsconsulting.co.uk Ref 5177

Thursday, 30 January 2025

Tax Technical Manager / Senior Manager - London £60k-£90k

Escape tax returns, compliance and time sheets! Our client’s growing Tax Technical team is seeking to appoint an additional CTA Manager or Senior Manager.

The team acts not only as a technical resource but ensures that the right systems are in place to share knowledge effectively, uphold best practices, and enhance the firm's reputation within the tax profession.

This is an exciting opportunity for a CTA with a strong technical tax background to not only to deepen their expertise, but also to share it with others. It would suit a client-facing adviser looking to move into an internal technical role, or an existing tax technical professional looking for the next step in their career.

The firm advises an impressive client list of HNW private individuals, owner-managed businesses, large corporates, and non-profits. The successful candidate will be comfortable advising on and researching tax issues effecting this broad range of clients.

The role will involve clear communication in various formats (written, online, and face-to-face) to the firm’s Tax teams. There’s also the opportunity to engage with HMRC and professional bodies on emerging tax policies, as well as collaborating with external partners to ensure the Tax department has the right resources to operate effectively.

Key responsibilities will include:

  • Contributing to the development and implementation of tax risk management and quality control procedures within the business.
  • Enhancing and maintaining the firm’s internal tax knowledge database.
  • Staying current with tax issues and developments relevant to the firm’s clients, and identifying opportunities to communicate these internally or externally.
  • Creating tax-related content for internal and external audiences, including technical bulletins, newsletters, website content, email alerts, and press articles.
  • Supporting the development and delivery of internal tax training programs.
  • Drafting responses to HMT/HMRC consultations on issues that affect the firm’s client base.
  • Developing templates, precedents, and checklists for use in client services.

Requisite & Expertise:

  • CTA qualified with a deep technical understanding of UK taxation, gained in either a client-facing or internal tax technical role.
  • Strong ability to quickly grasp complex tax developments and communicate them clearly to a variety of audiences.
  • Advanced skills in MS Word, PowerPoint, and Excel.
  • An interest in how technology can support knowledge management and improve information sharing, including creating user-friendly experiences for client-facing staff.
  • Excellent written and verbal communication skills, with the ability to tailor your approach to different audiences and subject matters.
Salary will be dependent on grade and experience, but is likely to be in the range £60k-£90k + bens + hybrid working.

To find out more about this opportunity and to request a full job description, simply email michaelhowells@howellsconsulting.co.uk  quoting ref 5190

Senior Private Client Tax Manager - London To £90k

Some of London’s best Private Client Tax teams are located within the medium-sized firms. They offer high quality work, respected partners and advisers, swift progression, better work/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themself. Some are looking to position themselves for director and partner grades.

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They advise an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role:

  • Provision of income and capital taxes planning advice to UK and international HNWIs
  • Ongoing management of client relationships including identifying planning opportunities
  • Assisting Partners with new client development and third-party networking
  • Welcoming and onboarding new HNW clients
  • Billing and WIP management responsibilities
  • Overseeing junior advisers and the annual tax compliance process

The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.

In return, you’ll be supported with your development towards Director grade and be give the responsibility and opportunity to grow as an adviser.

The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.

Salary will be dependent on experience but is likely to be in the region £80,000 - £90,000 + benefits. Ref.5179

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

Private Client Tax Manager - London , To £73k + bens + bonus

This multi award-winning Private Client Tax team advises an impressive new and old money private client list, including Times Rich List names, international families, serial entrepreneurs, business owners and family offices.

The profile of the team ensures a steady flow of high-quality personal tax work and the opportunity for a talented CTA to advise on a broad range of personal tax planning issues. The team is growing and keen to appoint a Manager with strong experience of providing CGT, IHT, trusts and domicile advice.

The role will involve ad hoc advisory projects, working alongside some of the profession’s leading Private Client partners, as well as overseeing the compliance on a portfolio of UHNWIs (reviewing the work of a team of junior CTAs).

Scope exists to get involved with marketing, networking and business development activities if one wishes and the role is very much client-facing, as a key point of contact.

Genuine scope exists to progress towards Senior Manager and Director grades, in an environment that offers a supported career pathway.

Salary will be dependent on experience but is likely to be in the region £63k-£73k + bonus and benefits. The firm has adopted hybrid working and flexible hours, with most of the team in the office three days a week on average. Ref 5144

If you’d like to find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk

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