Private Client Tax Manager – London

Howells Consulting Ltd; London; Hybrid; GBP 63,000 - 73,000; Full time

Job summary

A leading private client tax advisory firm based in London is seeking a Manager to join their respected team. You will be responsible for managing high-net-worth client portfolios, undertaking personal tax planning, mentoring junior members, and supporting business development initiatives. The ideal candidate will be CTA/ACA qualified with extensive UK private client tax experience. This role offers competitive salary (£63k – £73k) and hybrid working options.

Benefits

Hybrid working 2-3 days a week

Healthy work/life balance culture

Qualifications

• Experience with advising on remittance, domicile, and residence.
• Extensive UK private client tax experience.
• Strong communication and client relationship management experience.

Responsibilities

• Manage a portfolio of HNW clients as their key point of contact.
• Undertake personal tax planning projects.
• Mentor and support junior team members.
• Identify new client relationships and assist in business development.
• Oversee compliance work by junior advisers.

Skills

Client relationship management

Tax advisory experience

Communication skills

Education

CTA / ACA qualification

Job description

Join a respected private client tax team, specializing in advising UK and international HNWIs on all areas of their income and capital taxation. You’ll be an integral member of the team, performing an advisory-focused, client-facing role. You’ll collaborate closely with well-known partners and manage junior advisers handling day-to-day compliance.

Your clients will include:

• HNW business owners
• Serial entrepreneurs
• Wealthy families
• Family offices
• Trusts

Many of the team’s clients are international with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.

Key responsibilities include:

– 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

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.

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 £63k – £73k + benefits. Ref 5058

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

Alternatively, simply apply below: