Personal Tax Assistant Manager - Cambridge

We are keen to speak to CTA qualified personal tax Seniors and Assistant Managers, who may be interested in a new opportunity in Cambridge.

As a key member of a high-profile Private Client Tax team, you’ll manage a portfolio of HNW entrepreneurs, business owners, prominent academics and landed wealth. You'll also have the opportunity to assist with ad hoc personal tax planning projects. This is very much a client-facing role, offering the chance to act as a true trusted adviser.

You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment. 

The incoming individual will have a strong technical grasp of income tax, CGT and IHT (including the use of trusts), with experience of advising new-money HNWIs. 

The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £45k-£55k.

This is a super opportunity for a personal tax CTA to develop their career with a respected firm, offering genuine scope for progression to Manager and Senior Manager grades. Ref 5188

To find out more, simply email michaelhowells@howellsconsulting.co.uk

Personal Tax Advisory Assistant Manager - Kent

If you're a personal tax CTA looking to move into an advisory-focused role, our client offers the opportunity to handle high quality private client tax planning work from their offices in either Canterbury or Chatham. There's also scope to homework a couple of days a week.

You'll work closely with high profile partners and senior managers, providing ad hoc income and capital taxes planning advice to HNW families, entrepreneurs and business owners. This is an advisory-focused role (90%), requiring the CTA qualification and a strong technical understanding of CGT, IHT and income tax issues. Some previous personal tax planning experience would be helpful but is not essential. 

As this is very much a client-facing role, excellent communication and relationship management skills are essential.

Salary will be dependent on experience, but is likely to be in the region c.£45k-£55k + bens.

This is a super opportunity to leave most of the tax return work behind and to progress your personal tax career in the HNW planning field. To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5189.

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

Personal Tax Assistant Manager - Winchester

Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as entrepreneurs, business owners. and international private clients.

The Personal Tax team is busy, growing and keen to make additional appointments at Assistant Manager level.

The incoming individuals will take responsibility for a dynamic portfolio of HNW individuals and their families. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work. This is very much a client-facing role, requiring strong communication and relationship management skills.

The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy private clients and business owners on income tax, IHT, CGT and trusts. Experience in advising landed wealth and farming clients would also be useful, but is not essential.

The firm offers hybrid working and there are genuine opportunities for a talented adviser to progress to Manager and SM grades. Salary will be very much dependent on experience, but is likely to be in the region £45k-£55k  Ref 5034

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

Tax Investigations Assistant Manager - London £53k-£63k

A fantastic opportunity to join a high-quality Tax Dispute Resolution team. 

Our client is a high-profile, award-winning London accountancy firm that has built a strong reputation in the Personal Tax field. 

Their Tax Investigations offering is core to the Private Client department's success and is widely respected across the profession. Demand for their expertise continues to grow and the team is now keen to appoint an additional adviser at Assistant Manager level. 

Working closely with leading tax investigations specialists, you will support a range of clients with their representations to HMRC. This will include managing a varied portfolio of tax investigation, tax dispute and tax disclosure cases including agreeing strategies and fee structures. You will draft reports and disclosures to HMRC and robustly defend your clients’ positions.

All of this will require some previous experience of tax investigation work, including HMRC enquiries, making disclosures and penalty mitigation. This could have been gained in a pure tax dispute resolution role, but the position would also suit a personal tax adviser with enquiries/investigations experience looking to specialise in tax investigations work.

You will also have a strong technical grasp of UK personal taxation and be ATT, CTA or HMRC qualified. Previous experience of COP8/9 is desirable although partners/directors will provide assistance in that area.

To find out more, simply email michaelhowells@howellsconsulting.co.uk quoting reference 5057

Private Client Tax Assistant Manager - London To £60k

Our client is one of London’s most respected accountancy practices. Their multi award-winning Private Client team advises an impressive list of HNW business owners, entrepreneurs, international families, family offices and trusts. Their expertise attracts high-quality work (and staff) and the team continues to grow.

They are now looking to appoint an additional CTA qualified Personal Tax Assistant Manager. The role will be a healthy mix of ad hoc personal tax planning, complex compliance and team management/review. It is a high profile position, working closely with leading private client partners and offering a genuine pathway to Manager and Senior Manager grades.

If you are CTA qualified and have experience of advising entrepreneurial private clients, in particular international HNWIs, our client offers a supportive environment in which to develop your career. 

They have embraced hybrid working and provide the opportunity to perform a client-facing role where you can really make a difference. Salary will be dependent on experience but likely to be in the region £50k-£60k + Bens.

To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5191

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

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