Private Client Tax Manager

Howells Consulting Ltd; City Of London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A renowned tax advisory firm in the City of London is seeking an experienced Manager to oversee a portfolio of high-net-worth clients. You'll be responsible for personal tax planning, mentoring team members, and identifying new business opportunities. The ideal candidate will be CTA/ACA qualified with significant UK private client tax experience. This role offers a competitive salary of £65k – £75k with hybrid working options and a strong emphasis on work/life balance.

Benefits

Hybrid working 2-3 days a week

Support for progression to senior roles

Healthy work/life balance culture

Qualifications

• Extensive UK private client tax experience is essential.
• Some evidence of personal tax advisory work is important.
• Strong communication skills required.

Responsibilities

• Managing a portfolio of HNW clients as their key point of contact.
• Undertaking personal tax planning projects.
• Mentoring junior team members.
• Identifying new client relationships.
• Overseeing compliance work by junior advisers.

Skills

Client relationship management

Personal tax advisory

Mentoring

Education

CTA / ACA qualified

Job description

Overview

Independently recognised for the quality of their Private Client Tax offering, our client advises UK and international HNWIs on all areas of their income and capital taxation. Their Personal Tax team is growing and keen to make a strategic appointment at Manager level.

Responsibilities

• Managing a portfolio of HNW clients as their key point of contact
• Undertaking personal tax planning projects on areas including CGT, IHT, property‑related issues, use of trust structures, extraction of wealth from businesses etc
• Mentoring, managing and supporting junior team members
• Identifying new client relationships and assisting in business development initiatives
• Overseeing compliance work undertaken by more junior advisers

Qualifications

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Some evidence of personal tax advisory work is important. Strong communication and client relationship management experience is essential.

Benefits and Working Conditions

The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2-3 days a week and foster a healthy work/life balance culture. Salary will be dependent on experience, but is likely to be in the region £65k – £75k + benefits.

Application

Ref 5227

For further details of the opportunity, just email [e-mail]

Alternatively, simply apply below: