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 Manager - Guildford

A great opportunity for a CTA qualified Manager (or top end 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 Manager level. The role would suit an AM ready to step up, or an existing Manager looking to develop their career in a high end private client environment.

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 Senior 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.

Salary will be dependent on experience but is likely to be in the region £60k-£70k.

To find out more about the opportunity and to request a full job description, please email michaelhowells@howellsconsulting.co.uk  quoting reference 5181

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

Personal Tax Associate Director / Director - Cheltenham

This is a super opportunity for a CTA personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. 

Our client has built a strong reputation in the Personal Tax field, in particular advising landed wealth, entrepreneurs, business owners, farming & bloodstock clients and HNW families. Demand for their expertise continues to grow and they now seek an additional personal tax Associate Director or Director.

The incoming individual will take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work, as well as overseeing complex personal tax compliance. 

Working alongside high profile partners, it is a chance for a talented CTA to build a 'name' for themselves as one of the prominent private client advisers in the region. Genuine scope exists to progress towards Partnership with the firm.

The successful candidate will have extensive experience of advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients. They will be a confident client-facing adviser, who also enjoys building third-party relationships.

Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes.  

Salary is likely to be in the region £75,000 - £90,000 p.a. + benefits, dependent on experience. 

This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area. Ref 5155

To find out more and tor request a full job description please email 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

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

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