Private Client Tax Director - Cambridge

Howells Consulting Ltd; Cambridge; On-site; GBP 90,000 - 130,000; Full time

Job summary

Howells Consulting Ltd. invites applications for a Director-level Private Client Tax role in the Cambridge area. The successful candidate will advise high-net-worth clients, including entrepreneurs, families and trusts, on complex income and capital taxes planning.

Strong IHT, CGT and wealth-extraction expertise are essential, with proven client relationship management and communication skills. This is an excellent opportunity to step up from Senior Manager/Associate Director to Director grade

Qualifications

• Strong technical knowledge of IHT, CGT, wealth extraction, and property-related planning.
• Excellent client relationship management and communication skills.
• Experience in WIP management and leading a team within private client tax.

Responsibilities

• Provide high-level personal tax advisory to a portfolio of private clients, entrepreneurs, families and trusts.
• Lead and contribute to client relationships and business development.
• Support senior leadership with team management and WIP oversight.

Skills

IHT

CGT

Wealth extraction

Property planning

Client relationship mgmt

WIP management

Education

CTA Personal Tax

Job description

This high-profile Private Client team is keen to make a strategic hire at Director level.

You’ll advise an impressive client base of new-money entrepreneurs, business owners, wealthy families and trusts, providing exposure to a broad range of interesting income and capital taxes planning work. You’ll also play a key role in the management of the team, assisting with WIP management, client relationship management and nurturing of third-party relationships.

The majority of the role involves client-facing personal tax advisory duties, so strong technical knowledge of IHT, CGT, extraction of wealth from businesses and property-related planning, is important. You’ll also need to be a confident communicator and accomplished client relationship manager.

This is an ideal opportunity for a CTA personal tax Senior Manager or Associate Director to step up to Director grade and to really build a name for themselves in the Cambridge area.