Private Client Tax Advisory - Senior Manager

Job Details

A rare opportunity to join an award-winning, advisory-focused Private Client Tax team at an exciting time in its growth.

This non-PE backed firm has built a strong reputation in the UHNW Private Client field. Their team of CTAs advise an impressive client list of serial entrepreneurs, business owners, multi-generational families, landed wealth and trusts. Many of their clients have international aspects to their affairs.

Demand for their income and capital taxes planning expertise continues to grow and the team now seeks a CTA Personal Tax Senior Manager to perform an advisory-focused role.

Working closely with some of the profession’s most respected private client Partners and advisers, the incoming Senior Manager will undertake ad hoc personal tax planning projects as a key client relationship manager. The work will relate to a broad range of issues including CGT, IHT, estate planning, the use of trusts, property issues, residence, international wealth structuring, and succession-planning.

It is a fantastic opportunity for a CTA qualified adviser to progress their career with one of London’s premier Private Client teams, and to be supported with progression towards AD and Director grades.

The CTA qualification is a pre-requisite, along with demonstrable in-depth technical knowledge of income and capital taxes planning for new and old money high net worth clients. Strong communication and relationship management skills are also essential.

In return the team offers a sociable, supportive and collegiate environment. They have embraced hybrid working (the office is based in central London) and would offer a salary in the region of £85k-£95k (depending upon experience) + bonus + benefits.

To find out more about this opportunity and to request a full job description, please email [email protected] quoting Ref 5247

Alternatively, simply apply below:

Company

Howells Consulting is a boutique Tax recruitment firm specialising in the Personal Tax, Trusts, Tax investigations and US/UK private client tax fields.

We act not only for leading accountancy firms, legal practices and private banks, but also many niche Private Client boutiques, family offices and investment houses. If you're a tax or trusts professional looking for your next great role, or simply wish to be kept updated on interesting opportunities, just email [email protected]

Visit our website too at Howells Consulting London – Specialists in Private Client Appointments

Company info

Website

Telephone

07891 692514

Location

13 Hanover Square
Mayfair
London
.
W1S 1HN
United Kingdom