Personal Tax Advisory Assistant Manager - Kent

Howells Consulting Ltd; England; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A consulting firm in the UK is looking for a personal tax adviser to provide high-quality tax planning for HNW families and entrepreneurs. The role requires a CTA qualification and excellent communication skills. Individuals will collaborate closely with senior partners, aiming to move away from traditional tax return work. The salary is competitive, around £50k-£60k plus benefits, with hybrid working options available.

Qualifications

• Strong technical understanding of CGT, IHT, and income tax issues.
• Some previous personal tax planning experience preferred.
• Client-facing experience is essential.

Responsibilities

• Handle private client tax planning work.
• Provide ad hoc income and capital taxes planning advice.

Skills

Excellent communication

Relationship management

Technical understanding of CGT

Technical understanding of IHT

Technical understanding of income tax issues

Education

CTA qualification

Job description

If you’re a personal tax CTA looking to move into an advisory-focused role, our client offers the opportunity to handle high quality private client tax planning work from their offices in either Canterbury or Chatham. There’s also scope to homework a couple of days a week.

You’ll work closely with high profile partners and senior managers, providing ad hoc income and capital taxes planning advice to HNW families, entrepreneurs and business owners. This is an advisory-focused role (90%), requiring the CTA qualification and a strong technical understanding of CGT, IHT and income tax issues. Some previous personal tax planning experience would be helpful but is not essential.

As this is very much a client-facing role, excellent communication and relationship management skills are essential.

Salary will be dependent on experience, but is likely to be in the region c.£50k-£60k + bens.

This is a super opportunity to leave most of the tax return work behind and to progress your personal tax career in the HNW planning field. To find out more and to request a full job description, please email [e-mail] quoting reference 5189.