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 Senior Manager - Premier London Firm To £90,000

Are you looking for an advisory-focused Senior Manger 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 international private clients.

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

They'll help you to develop your technical and non-technical skills, whilst you work closely with some of the profession's leading private client practitioners. Genuine scope exists to progress swiftly to AD and Director grades.

This is a sociable and supportive firm that has adopted hybrid and flexible working. So there is scope to work from home 2-3 days a week, if one wishes. 

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk  quoting reference 5142

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

Director, Personal Tax (Partner Designate) - London c.£110k-£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

Private Client Tax Manager / Senior Manager - West End

Friendly, supportive and high-quality tax consultancy in the West End of London seeks a CTA qualified personal tax Manager or Senior Manager to handle capital taxes planning and complex compliance work.

They offer reasonable hours, an impressive client base and an opportunity to really make a difference. You’ll join a team of highly experienced personal tax and trusts professionals, advising HNW domestic and international individuals, families and trusts.

Salary dependent on grade and experience, but likely to be in the range £70k-£85k + bens. Hybrid working arrangements are 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 Investigations Assistant Manager - London £53k-£63k

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

Our client is a high-profile London accountancy firm that has built a strong reputation in the Tax field. Their Tax Investigations offering is core to the Private Client department's success and is widely recognised across the profession. Demand for their expertise continues to increase 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 Manager - London , To £70k + 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-£70k + 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

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

Senior Manager, Private Client Tax - 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.5123

To find out more about this opportunity 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

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

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

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   

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 - London, City 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 a client-facing role, collaborating 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 UK res non dom 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
- Overseeing the annual tax compliance cycle including review of self-assessment tax returns
- Mentoring, managing and supporting junior team members
- Identifying new client relationships and assisting in business development initiatives

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Strong communication and client relationship management experience is also important.

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 this opportunity, just email michaelhowells@howellsconsulting.co.uk 

Private Client Tax Senior Manager - Premier London Firm To £90,000

Are you looking for an advisory-focused Senior Manger 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 international private clients.

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

They'll help you to develop your technical and non-technical skills, whilst you work closely with some of the profession's leading private client practitioners. Genuine scope exists to progress swiftly to AD and Director grades.

This is a sociable and supportive firm that has adopted hybrid and flexible working. So there is scope to work from home 2-3 days a week, if one wishes. 

To find out more about this opportunity please email michaelhowells@howellsconsulting.co.uk  quoting reference 5142

Alternatively, simply apply below:

Private Client Tax Senior - London £35k - £45k DOE

Are you ATT qualified and looking for the next step in your Private Client Tax career?

Looking to broaden your experience in a fresh environment, where you can develop your skills and be supported with progression towards Manager grade?

Our client is independently recognised for its expertise in the Private Client field. The team maintains a high profile within the firm, as well as externally across the London HNW market. They advise an impressive client list of UK and international entrepreneurs, business owners, media and entertainment professionals, wealthy families, family offices and trusts.

Demand for their expertise continues to grow and they now seek an ATT (or CTA) qualified personal tax professional at Tax Senior grade. The role will involve overseeing a portfolio of HNWIs, under the supervision of an experienced Manager. The incoming individual will perform a client-facing role, handling the annual compliance cycle, as well as advising on ad hoc planning issues.

It is a great opportunity for an adviser to join one of London’s high quality mid-sized accountancy firms. An environment that enables its staff to have a voice and to feel as if they are really making a difference. The team has attracted tax professionals from across the Big 4, Top 10 and leading medium-sized firms, drawn by the quality of work, swift progression and better work/life balance.

Based in the City, the role offers homeworking a couple of days a week if one wishes. Salary will be dependent on experience and qualifications but is likely to be c.£35k-£45k.

To find out more and to request a full job description, just email michaelhowells@howellsconsulting.co.uk  quoting ref 5108

 

Trusts & Tax Senior Manager - London £75k-£85k

We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level. 

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 implementation, structuring and cessation projects, advising on related personal tax issues, managing third-party relationships and liaising with beneficiaries.  

You will also undertake some personal tax compliance and ad hoc planning advice for high net worth individuals and their families.

This is very much a client and third-party facing role, requiring excellent communication and interpersonal skills.

The role offers hybrid working 2-3 days a week and the opportunity to join a high quality, sociable and supportive team. Ref 696

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