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

Personal Tax Manager / Senior Manager - Northants

One of the region’s leading accountancy firms is keen to recruit a CTA private client tax Manager or Senior Manager into their respected and growing Private Client Tax team. Working closely with the partners, you’ll oversee a portfolio of HNW individuals including business owners, serial entrepreneurs, trusts and wealthy families.

Whilst the role will include some tax compliance review work, a significant proportion of the role involves income and capital taxes planning. The incoming individual therefore needs to have demonstrable previous personal tax advisory experience.

Very much a client-facing role, you’ll need excellent communication and relationship management skills, as well as extensive knowledge of UK taxation effecting HNW entrepreneurial private clients.

Salary will be dependent on grade and experience but is likely to be in the region £65k-£80k + Bens p.a.

Based in the Kettering area the office has adopted hybrid working, offering the opportunity to work from home 2-3 days a week on average. Ref 5116

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

Trusts & Tax Senior Manager - Cambridge £65k-£80k DOE

Join the high-profile Private Client team of one of the region's leading accountancy firms.

Demand for their Trusts expertise continues to grow and they are now keen to appoint a Senior Manager to perform very much a client-facing role.

The incoming individual will work closely with a highly experienced Trusts & Tax Director, advising HNW clients on trust accounting, trust taxation, administration and ad hoc trust planning issues. 

Very much a client and third-party facing role, the incoming adviser will require excellent communication and relationship management skills, as well as excellent trusts and personal tax knowledge.

Ideally the adviser will need to be STEP and/or CTA qualified, but will certainly have extensive experience of advising trust, estate and charity clients.

This is a supportive and collegiate environment, where you will have the opportunity to develop your skills and knowledge alongside leading tax and trusts professionals. 

Based in either Cambridge or Ipswich, the team believes in a healthy work/life balance and has also adopted hybrid working 2-3 days a week. Ref 686

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

Personal Tax Manager / Senior Manager - Birmingham

Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit an additional Personal Tax Manager or Senior Manager into its growing Birmingham team. 

You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge

You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with some tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route toward Associate Director and Director grades. 

Salary will be dependent on grade and experience but is likely to be within the band £60k-£80k + bens. Ref 5073

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

Personal Tax Senior Manager / Associate Director - 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 Senior Manager or Associate Director level. You will take responsibility for a portfolio of HNW/UHNW individuals and their families, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects. 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 Manager or Senior 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 AD 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 £75k-£90k + 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 5141

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

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

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 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

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