Senior Private Client Tax Manager - London To £90k

Some of London’s best Private Client Tax teams are located within the medium-sized and smaller 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 - Tunbridge Wells

Our client offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.

You’ll join an established and high-profile team, advising regional, London and international wealth. The client base includes PE executives, HNW business owners, serial entrepreneurs and wealthy families. The team undertakes  income and capital taxes planning, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues and succession planning.

The team is busy, growing and keen to appoint an additional CTA at Manager level. You will take responsibility for a portfolio of HNW/UHNW individuals and their families, as their key trusted adviser. This will involve identifying and advising on ad hoc personal tax planning projects, as well as overseeing complex compliance. You’ll have the opportunity to work with experienced partners and to build a name for yourself in the region. There is also scope to work with partners and directors on networking and business development initiatives. 

The role would suit an experienced London Assistant Manager or Manager looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice locally. Either way, support will be provided with progression towards SM and Director grades. Some PE-related personal tax experience would be helpful, but is not essential. Strong previous experience of income and capital taxes planning for HNWIs is important.

Salary will be dependent on experience, but is likely to be in the region £55k-£65k + bens.

The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Tunbridge Wells and the surrounding Kent countryside, drop me an email for further details – michaelhowells@howellsconsulting.co.uk  Ref 5140

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

Personal Tax Manager - Bristol To £63k DOE

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth. Take your career to the next level with one of Bristol's leading Private Client teams.

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 Manager grade.

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

Very much client-facing roles, the individuals 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 towards Senior Manager grade.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes. Ref 5161

To find out more and to request full job descriptions, please 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

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

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