Private Client Tax Director - Hybrid, HNW Advisory

Howells Consulting Ltd

Leeds

Hybrid

GBP 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model

Job summary

Howells Consulting Ltd. is helping a high-profile accountancy firm recruit a CTA-qualified Private Client Tax Director. The role focuses on managing HNW client relationships, overseeing the annual compliance cycle, and leading a team of junior advisers.

The position offers a flexible, hybrid working arrangement with potential to progress toward Director grade with Partners’ support. Applications welcome via email.

Qualifications

  • CTA qualification is a pre-requisite.
  • Experience advising international and domestic HNWIs.
  • Strong communication and relationship management skills.
  • Experience leading a team of junior tax advisers.

Responsibilities

  • Manage HNW client relationships as the primary point of contact.
  • Oversee annual compliance cycle and a team of junior tax advisers.
  • Handle high-end ad hoc income and capital taxes planning projects.
  • Advise on CGT, IHT, domicile/residence issues and the use of trust structures.
  • Work closely with Partners as required.
  • Identify planning opportunities and assist with marketing and networking.

Skills

Client relationship management
Communication skills
Team management
Tax advisory
Advisory to HNWIs

Education

CTA qualification

Job description

Howells Consulting Ltd. is helping a high-profile accountancy firm recruit a CTA-qualified Private Client Tax Director. The role focuses on managing HNW client relationships, overseeing the annual compliance cycle, and leading a team of junior advisers.

The position offers a flexible, hybrid working arrangement with potential to progress toward Director grade with Partners’ support. Applications welcome via email.

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