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

Private Client Tax Senior Manager - Salisbury £70k-£85k DOE

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including landed estates, rural business owners, wealthy families and trusts.

They continue to attract work of the highest quality and are keen to bolster their team with the appointment of a CTA personal tax Senior Manager.

You will perform a client relationship management role, as their key trusted adviser. You’ll advise on a broad range of personal tax related issues including succession planning, CGT, IHT and the use of trust structures.

The role involves a healthy mix of ad hoc capital taxes planning work (assisted by high profile Partners where required), as well as overseeing an interesting compliance portfolio.

You will have the opportunity to build a name for yourself in the region, developing relationships with clients and third-party advisers, backed by an award-winning team.

Support will be provided with developing your skills and experience towards AD and Director grades, so prospects for progression are excellent. Ref 5174

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

Personal Tax Manager or Senior Manager - US/UK Private Clients, London

This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser.

Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to wealthy private clients (business owners, entrepreneurs and their families). 

Demand for their expertise continues to grow and they are keen to recruit an EA/ATT dual-qualified Manager or Senior Manager, to provide personal tax advisory and compliance services as a strategic member of the team.

You’ll work closely with some of the profession’s leading Partners and be supported with your own progression towards Director and Partner grades.

You’ll need to have a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. Demonstrable UK experience of advising US HNWIs on their personal tax position is essential. 

You’ll also have gained the EA and ATT qualifications. The CTA would be a bonus but is not essential. The role requires excellent client relationship management skills, as well as a commercial approach to WIP, recoverability and identifying new business opportunities.

The firm has adopted hybrid working, with many of the team coming into the office 2-3 days a week. However, there is scope to work more remotely if one wishes.

Salary will be dependent on experience and grade but as a guide, their Manager band typically runs £73k-£80k + bens + bonus and the Senior Manager range is c.£80k-£90k + bens + bonus. Ref 5114

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

Partnerships Tax Senior Manager - London To £90,000

Join one of London’s most respected Partnerships Tax teams and advise high profile law firms, architects, surveyors, their Partners and Principals.

Our client is a prominent accountancy firm with industry-recognised expertise in advising domestic and international professional practices. It is one of the fastest growing areas of their business and they now seek a CTA and/or ACA qualified Tax Senior Manager to perform very much a client-facing role. 

It is a super opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You’ll work alongside some of the profession’s leading partnership tax partners, who will support you with developing your technical and managerial skills towards Director grade. You’ll also have the chance to participate in marketing and business development initiatives with senior members of the team.

Previous experience of advising large international partnerships is essential. Strong communication, tax technical and project management skills are important.

Based in central London, the role offers hybrid working 2-3 days a week.

To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting ref 5187

Private Client Tax Advisory Manager - Law Firm, London £60k-£70k

Do you have experience of undertaking personal tax advisory work for HNW private clients?

Are you looking to pursue your career in the tax planning field, working closely with some of London’s leading tax lawyers?
Do you hold the CTA qualification and currently work at Manager or Assistant Manager level?

Our client undertakes high-end, bespoke planning projects for a sterling client base of new and old money clients. Their team is thriving, growing and keen to appoint an additional CTA qualified adviser at Manager level. This is a great opportunity to move your Private Client Tax career into a legal environment and away from day-to-day compliance.

Previous experience of personal tax planning is important, as this is an advisory-focused role. However, one does not need to currently be doing 100% planning.
It is also very much a client-facing role, requiring excellent inter-personal, relationship management and communication skills.

A law degree or legal background would be of particular interest to our client, but is by no means essential. However, a strong technical understanding of UK income tax, CGT, IHT and trusts is important.

To find out more about this opportunity, simply email me at – michaelhowells@howellsconsulting.co.uk

Trust & Tax Senior Manager - Kent/Hybrid

We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base from offices near Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£70k-£80k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing holistic tax and trusts planning advice.

The role will involve overseeing a portfolio of offshore and onshore trusts. This will include reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries. 

It is a super opportunity for someone to undertake high-end trusts work without trekking in to London. 

The team is embracing hybrid working and there is scope to work from home 2-3 days a week, if one wishes. Ref 665

To find out more, just drop me a line at michaelhowells@howellsconsulting.co.uk