Private Client Tax Manager CTA – Hybrid, HNW Planning

Howells Consulting Ltd; Leeds; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid working

Work from home 2-3 days a week

Job summary

Howells Consulting Ltd. is recruiting a CTA qualified Personal Tax Manager to join our Private Client Tax team in Leeds. You will manage a portfolio of high‑net‑worth clients, UK and international, with a strong planning focus on income and capital taxes.

This is a client‑facing role requiring excellent relationship management and the ability to spot business development opportunities. The role offers a flexible, hybrid working pattern with 2–3 days from home and clear scope to progress toward

Qualifications

• CTA qualified personal tax specialist with client-facing experience.
• Experience advising on income and capital taxes planning for HNW clients.
• Ability to identify business development opportunities within a private client portfolio.

Responsibilities

• Manage a portfolio of HNW UK and international clients with a planning focus.
• Advise on ad hoc income and capital taxes planning projects.
• Review of complex compliance and statutory obligations.
• Build a third-party referral network in the region and develop business opportunities.
• Maintain strong, high-quality client relationships in a hybrid work environment.

Skills

Client relationship management

Tax planning

Advisory planning

Business development

Education

CTA qualification

Job description

Howells Consulting Ltd. is recruiting a CTA qualified Personal Tax Manager to join our Private Client Tax team in Leeds. You will manage a portfolio of high‑net‑worth clients, UK and international, with a strong planning focus on income and capital taxes.

This is a client‑facing role requiring excellent relationship management and the ability to spot business development opportunities. The role offers a flexible, hybrid working pattern with 2–3 days from home and clear scope to progress toward