Private Client Tax Senior Manager

Howells Consulting Ltd; City Of London; Hybrid; GBP 85,000 - 95,000; Full time

Job summary

A mid-sized accountancy firm in London is seeking a Senior Manager for their Private Client Tax team. The role involves managing client relationships, providing tax planning advice, and supervising junior advisers. Candidates should have a CTA qualification and extensive experience in CGT and IHT planning. Offered salary is between £85,000 and £95,000, alongside benefits. A supportive and sociable environment with hybrid working options is available.

Qualifications

• Extensive experience advising on CGT and IHT planning issues.
• Understanding of domicile, residence, and remittance.
• Ability to manage junior advisers and the compliance process.

Responsibilities

• Provide income and capital tax planning advice.
• Manage ongoing client relationships and identify opportunities.
• Assist in new client development and onboard new HNW clients.
• Handle billing and management responsibilities.

Skills

Income and capital taxes planning

Client relationship management

Networking and development

Education

CTA qualification

Job description

We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They offer high quality work, swift progression, great work/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themselves. Some are looking to position themselves for director and partner grades.

Our client advises an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is growing and keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role:

• Provision of income and capital taxes planning advice to UK and international HNWIs
• Ongoing management of client relationships including identifying planning opportunities
• Assisting Partners with new client development and third-party networking
• Welcoming and onboarding new HNW clients
• Billing and WIP management responsibilities
• Overseeing junior advisers and the annual tax compliance process

The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.

In return, you’ll be supported with your development towards Director grade and be give the responsibility and opportunity to grow as an adviser.

The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.

Salary will be dependent on experience but is likely to be in the region £85,000 - £95,000 + benefits. Ref.5179

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