Trust & Tax Manager - Leading London Firm £63k-£73k

An opportunity to join the award-winning Private Client team of a high-profile accountancy firm.

Our client is recognised as one of London’s premier providers of private client tax and trusts advice to domestic and international UHNWIs. Their Trusts team is growing and is keen to appoint an additional Tax & Trusts adviser at Manager level.

The role will involve taking responsibility for a portfolio of offshore and onshore trusts, acting as their primary point of contact. You will work closely with Directors and Partners on ad hoc trust structuring, IHT planning, estate/succession advice, establishment and winding up of trusts. 

In addition, you will oversee the preparation and review of trust accounts and trust returns by junior staff.

The successful candidate is likely to be STEP qualified (potentially also CTA) and will certainly have demonstrable experience of advising on trust taxation, IHT and estate planning. They will be looking for a modern, supportive environment in which to develop their career towards Senior Manager and Director grades.

The firm is embracing hybrid working and scope exists to work from home 2-3 days a week, if one wishes. Ref 663

To find out more and to request a full job description, simply 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

Personal Tax Senior Manager or Associate Director - London

Are you looking for an advisory-focused role offering a supported route to Director grade?

Our client is one of London's premier Private Client Tax teams. They advise UHNWIs on all areas of their income and capital taxes planning, with particular expertise in advising UK res non doms. 

The team is busy, growing and keen to recruit a CTA qualified Senior Manager or Associate Director. You will provide ad hoc personal tax planning and asset structuring advice to new-money entrepreneurs, business owners and wealthy families, many with multi jurisdictional aspects to their affairs. 

They'll help you to develop your technical and non-technical skills, whilst working closely with some of the profession's leading private client tax practitioners. The team is multi award-winning and offers genuine scope to progress to partnership.

The firm has fully adopted hybrid and flexible working practices, so there is scope to work from home 2-3 days a week, if one wishes. 

Salary will be dependent on experience and grade but is likely to be in the region £80k-£100k.

To find out more about this opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5143

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

IHT & Estate Planning Director - London £Six Figures

We are working on a new opportunity based in the award-winning Private Client Tax team of a high-profile accountancy practice.

Working alongside some of the profession’s leading personal tax and trusts advisers, you’ll advise UK and international UHNW individuals and families on inheritance tax, succession planning and the use of on and offshore trust structures. As a key member of the broader Private Wealth team, the role requires:

• Experience of leading IHT and estate planning projects relating to multi-generational families
• The ability to act as one of the Private Client team’s ‘go to’ advisers on IHT-related matters
• Experience of managing HNW clients from introduction and engagement, to nurturing ongoing relationships and identifying new planning opportunities
• Experience of building third-party networks and developing new clients
  
  

This is very much a client and third-party facing role as a key point of contact and therefore requires excellent relationship management skills. The role also involves supervising, mentoring and developing junior staff.

It is likely that the successful candidate will be CTA/ACA qualified (possibly also STEP) and will certainly possess a strong technical understanding of inheritance tax and estate planning.

Based in the West End, the role offers hybrid working 2-3 days a week.

This is a great opportunity to play a high-profile role in a thriving and growing Private Client team. Ref 5180

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

Director, Personal Tax (Partner Designate) - London c.£100k-£120k

We are working with one of London’s high quality independent accountancy firms, who are undertaking a partner succession-planning exercise. They are keen to appoint a CTA Personal Tax Director, whom they can support with progression to partnership, as one of their existing private client tax partners retires.

The role involves providing client-facing tax advisory services to HNW entrepreneurs, business owners and their families, as well as assisting with the management and direction of the private client tax team. The incoming Director will also work with the partners on business development and networking initiatives, to ensure the service line continues to maintain its high profile.

This is a great opportunity for a personal tax director or associate director to position themselves for partnership. They will join a friendly and supportive firm, that genuinely values work/life balance. They offer homeworking a couple of days a week and a salary (dependent on experience) in the region £110k-£120k plus benefits.

The successful candidate will be CTA qualified with demonstrable experience of advising HNW private clients (UK and international), on all areas of their income and capital taxation. This could include shareholder planning, extraction of wealth, residence advice and advising on property-related issues. 

The individual also needs to be commercially-minded. They will be an experienced networker and business developer, able to identifying potential new opportunities both internally and externally.

To find out more, just email michaelhowells@howellsconsulting.co.uk  quoting reference 5118

Personal Tax Manager - Advisory Focus, London To £73k + Bens

Join a respected private client tax team, specializing in advising UK and international HNWIs on all areas of their income and capital taxation. You’ll be an integral member of the team, performing an advisory-focused, client-facing role. You'll collaborate closely with well-known partners and liaising directly with third parties.

Your clients will include:

• HNW business owners
• Serial entrepreneurs
• Wealthy families
• Family offices
• Trusts

Many of the team’s clients are international with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.

Key responsibilities include:

- Managing a portfolio of HNW clients as their key point of contact

- Undertaking personal tax planning projects on areas including CGT, IHT, property-related issues, use of trust structures, extraction of wealth from businesses etc

- Mentoring, managing and supporting junior team members

- Identifying new client relationships and assisting in business development initiatives

- Overseeing compliance work undertaken by more junior advisers

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Some evidence of personal tax advisory work is important. Strong communication and client relationship management experience is essential.

The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2-3 days a week and foster a healthy work/life balance culture.

Salary will be dependent on experience, but is likely to be in the region £63k - £73k + benefits. Ref 5058

For further details of the opportunity, just email michaelhowells@howellsconsulting.co.uk  

Director Private Client Tax – London To £140,000

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. A great opportunity to position oneself for partnership with a leading player in the Private Client field.

The team advises UK and international UHNWIs on all areas of their personal taxation including multi-jurisdictional wealth planning, succession-planning, property-related issues, transaction-related advice and extraction of wealth from businesses. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

Our client now seeks to recruit an additional personal tax adviser at Director level. The incoming individual will be CTA qualified with extensive experience of income and capital taxes planning for UHNWIs and their families. They will also have experience of networking, business development and building referral relationships. Strong team management skills are also important.

In return, the individual will work closely with some of the profession’s leading Private Client Partners and advisers, in very much a client-facing advisory-focused role. Genuine scope exists for progression to partnership.

Salary will be dependent on experience but is likely to be in the region £110k-£140k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.

To find out more and to request a full job description, simply email michaelhowells@howellsconsulting.co.uk quoting Ref 5192

Howells Consulting – Specialists in Private Client Tax Appointments.

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

Trusts & Estates Senior Tax Manager - West End £80k-£90k

We are working closely with a high-quality independent accountancy firm in the West End. Private Client Services are at the core of their business and they advise an impressive client base of UK and international HNWIs. 

Their Private Client team is busy, growing and keen to appoint an additional Trusts & Estates tax adviser at Senior Manager level (c.£80k-£90k dependent on experience).

The incoming individual will work closely with highly experienced directors and partners, providing estate planning, IHT and trust structuring advice.

They will also oversee a portfolio of UK trusts and estates, reviewing/preparing complex trust accounts and trust tax returns, undertaking ad hoc trust planning projects and managing third-party relationships. 

It is a super opportunity to join a high end Private Client-focused firm that genuinely values work/life balance. They are a friendly and supportive team, that has embraced hybrid working, so there is scope to work from home 2-3 days a week, if one wishes. Ref 696

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

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 Senior Manager - London £80K-£90K + Bonus

A great opportunity to join a high-profile Private Client Tax team, that is offering a supported route to Director and Partner grades.

Join a highly-respected team of advisers attracted from the Big 4, Top 10 and leading mid-sized firms, by the quality of personal tax work, client base, peer group and opportunities for progression. You will take responsibility for an UHNW portfolio of domestic and international families, entrepreneurs, business owners and family offices. As a key trusted adviser, you will undertake ad hoc income and capital taxes planning, including offshore structuring, remittance and domicile advice. Scope also exists to advise on shareholder planning, transaction-related personal tax issues and PE work, if you have expertise in those areas.

You’ll also get involved with business development and networking initiatives, enabling you to build your name across the private client field.

As a dynamic and growing team, our client offers genuine scope for supported progression to Director. They also have a strong track-record of promoting on to partnership. As you'd expect, they also offer hybrid working patterns, with most of their advisers in the office 2-3 days a week on average.

If you’d like to find out more about this opportunity, please email michaelhowells@howellsconsulting.co.uk  for further details. Ref 5130

Private Client Tax Partner - London £Six Figures + Route to Equity

We are working on a great opportunity for a talented personal tax adviser to join the partnership of a high-profile London accountancy firm.

Their Private Client team handles high-end UK and international personal tax work and is independently recognised for its expertise in the field. The team is undertaking a succession-planning exercise and is keen to appoint a direct-entry partner with excellent international private client tax planning skills.

Very much a client-facing advisory role, the incoming individual will undertake ad hoc income and capital taxes planning work for an impressive client list of HNW entrepreneurs, business owners and wealthy families. They will also assist fellow Personal Tax partners with the management, leadership and direction of the Private Client Tax team. The role will also include raising the profile of the service line, through networking and business development initiatives.

The incoming individual therefore needs to be a commercial team leader, as well as a strong personal tax technical adviser. A portfolio of clients awaits, but strong business development experience is important.

The role would suit an existing Partner, looking to progress their career within a firm where Private Client Tax is a prominent service line. Alternatively, an experienced Personal Tax Director who is ready to step up to partnership. Either way, the individual will be CTA qualified with extensive personal tax advisory experience.

To request further details of this opportunity, simply email michaelhowells@howellsconsulting.co.uk  

Associate Director, Private Client Tax - London £95k - £105k

Take your career to the next level and position yourself for partnerships with a high-quality London Private Client team.

Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK res non dom with multi-jurisdictional aspects to their affairs. The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning.

They are keen to find a CTA qualified personal tax adviser who is ready to take on an Associate Director role. The aim is to support that individual with progression to Director and ultimately partnership.

The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures. The position is very much client-facing, requiring excellent relationship management skills. An interest in assisting the partners with networking and business development initiatives would also be desirable.

You’ll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. Team management will form another key element of the role.

If you are looking for a route to partnership with a respected London firm, please email michaelhowells@howellsconsulting.co.uk for further background details on this opportunity. Ref 5091

Capital Taxes 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:

• Handle high end IHT, CGT and offshore trusts work
• Very much a client-facing, relationship management role
• 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

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

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