Associate Director, Senior Manager

Howells Consulting Ltd; Leeds; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A high-profile accountancy firm seeks a CTA qualified Senior Manager or Associate Director in their Private Client Tax team. The role involves managing HNW client relationships, overseeing compliance, and advising on complex tax planning. The firm offers a hybrid working model and genuine career progression opportunities within a dynamic team.

Qualifications

• CAA qualified with experience in personal taxation.
• Experience advising international and domestic HNWIs.
• Proven ability to manage client relationships.

Responsibilities

• Manage HNW client relationships as their primary point of contact.
• Oversee their annual compliance cycle and team of junior tax advisers.
• Handle high-end ad hoc income and capital taxes planning projects.

Skills

Excellent relationship management skills

Client-facing experience

Advising on CGT, IHT

Identifying planning opportunities

Education

CTA qualification

Job description

Our client is a high-profile accountancy firm that is continuing to grow across theregion. 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

Job Features

Job Category Personal Tax

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Mike Howells

About Us

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.

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