Private Client Tax Director - HNW Families

Howells Consulting Ltd; Greater London; Hybrid; GBP 120,000 - 150,000; Full time

Job summary

A leading Private Client Tax firm in London seeks a personal tax adviser at Director level, experienced in advising UHNW families on IHT, estate planning, and trusts. The position requires a CTA qualification and offers the potential for partnership or a varied role within the Principal band. The salary will likely be in the range of £120k-£150k plus benefits, with hybrid working arrangements established, including three days in the office.

Benefits

Bonus scheme

Hybrid working

Qualifications

• CTA qualified with expertise in personal taxation for multi-generational families.
• Experience in advising on IHT and estate planning.
• Ability to manage complex client relationships.

Responsibilities

• Advise UHNW families on personal taxation matters including IHT and CGT.
• Manage and maintain complex client relationships.
• Work closely with leading Private Client Partners.

Skills

Tax Advisory for UHNW families

Estate Planning

Managing Client Relationships

Trusts

Education

CTA Qualification

Job description

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams.

Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

The team now seeks to recruit an additional personal tax adviser at Director level. They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.

Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.

This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.

Salary will be dependent on experience but is likely to be in the region £120k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.

To find out more and to request a full job description, please email [e-mail] quoting Ref 5219

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