Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.

The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior Manager or Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team's Partners. 

The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.

Key elements of the role will include:

• Managing HNW client relationships as their primary point of contact.
• Overseeing their annual compliance cycle and a team of junior tax advisers
• Handling high-end ad hoc income and capital taxes planning projects.
• Advising on CGT, IHT, domicile/residence issues and the use of trust structures
• Working closely with leading Partners where required.
• Identifying potential planning opportunities and assisting with marketing and networking initiatives.

As very much a client-facing role, the Manager will require excellent relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.

Salary will be dependent on experience and grade, but is likely to be in the region £65,000 - £85,000 p.a.

This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5200 

Their Trusts & Estates team is growing and keen to appoint an adviser at Manager level. You’ll oversee an impressive portfolio of HNW trust clients, overseeing their annual compliance, as well as advising on ad hoc planning projects. The role will include:

• Supervising a team of junior trusts advisers, their WIP, utilisation and development
• Review of complex trust accounts and trust returns
• Managing ongoing administration of the trusts
• Being the key client and third-party relationship manager on the portfolio
• Undertaking ad hoc IHT and trust planning work, with the assistance of partners as required

This is a supportive and sociable environment that values genuine work/life balance. They offer hybrid working and flexible hours, as well as support with progression towards Senior Manager grade. Ref 689

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

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 contact us using Ref 5091

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, contact us using reference 5057

Great opportunity to join an advisory-focused Private Client Tax team, providing income and capital taxes planning advice to HNW entrepreneurs, business owners and families.

Work closely with leading Private Client Tax Partners on ad hoc advisory projects. Perform a client-facing role as their trusted adviser. Develop your capital taxes planning skills in an award-winning, Private Client focused firm. Escape the repetitiveness of tax return busy season!

Our client offers hybrid working 2-3 days a week and support with progression towards Senior Manager grade. Salary will be dependent on experience but is likely to be in the range c.£55k - £65k p.a.

The CTA qualification and some previous personal tax planning experience is important. Ref 5184

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

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.

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 Manager or 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. 

They will require strong 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 contact us.

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

Do you enjoy advising HNW/UHNW private clients with international aspects to their affairs?

A new opportunity has arisen with one of London’s premier Private Client teams, who are keen to recruit a CTA personal tax Assistant Manager with domicile/residence experience. The team advises entrepreneurs, family offices, business owners and celebrities with multi-jurisdictional wealth. The incoming individual will perform a client-facing role, overseeing a portfolio of clients, their annual compliance and ad hoc personal tax planning.

Working closely with some of the profession’s leading private client Partners, the successful candidate will be supported in their progression towards Manager and Senior Manager grades. They’ll get involved with interesting income and capital taxes planning work and play a part in the ongoing marketing and business development of the team.

This is a super opportunity for a talented personal tax CTA to boost their career by joining an award-winning private client team at an exciting time in their growth.

Salary will be dependent on experience but is likely to be in the region £50k-£60k + Bens + Bonus. Hybrid working 2-3 days a week is also on offer. Ref 5199

We are working with the Tax Dispute Resolution team of one of the country’s leading accountancy firms. They have an award-winning Private Client Tax offering, with a highly respected Tax Investigations specialism. Demand for their expertise continues to grow and the team is keen to make a strategic hire at Manager level.

You will assist HNW clients to resolve complex tax disputes with HMRC. Acting as their trusted adviser you’ll work on enquiries, disclosures, litigation and alternate dispute resolution. Managing a portfolio of clients, you’ll need excellent project management skills, as well as the ATT, CTA or HMRC Inspector qualification. A thorough understanding of HMRC’s powers, including enquiries, information requests, assessments/claims, appeals, and penalties is important.

The role would suit a tax investigations Assistant Manager looking to step up to Manager grade, or alternatively a Tax Investigations Manager looking for a new challenge and a supported pathway towards SM grade.

The role will include:

Overseeing a portfolio of tax dispute cases.

Liaising with tax teams across the office network.

Monitoring work-in-progress and ensuring timely completion of tasks.

Regularly engaging with clients to keep them updated on project developments.

Preparing and presenting detailed client reports.

Communicating with HMRC and other third parties regarding cases.

Collaborating with senior team members to deliver high-quality projects.

Supporting and mentoring junior team members, providing training and guidance.

Attending client meetings.

Providing proactive client service by addressing inquiries and responding to questions.

Contributing to the team's business development efforts through internal and external marketing activities.

Helping to drive growth by identifying opportunities and enhancing client relationships.

The role is based in central London but offers homeworking two days a week if one wishes. Salary will be dependent on experience but is likely to be in the region £63k-£73k + Bens. Ref 5197

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

As a key member of a high-profile Private Client Tax team, you’ll manage a portfolio of HNW business owners, serial entrepreneurs, prominent academics and landed wealth. You'll also have the opportunity to assist with ad hoc personal tax planning projects.

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 £55k-£65k + bens + bonus.

This is a super opportunity for a personal tax CTA to develop their career with a respected firm, offering genuine scope for progression to Senior Manager grade. Ref 5198

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

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.5179

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 using Ref 5141