Senior Manager – Private Client Tax Advisory

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

Benefits offered by this job

Bonus

Benefits

Supportive work environment

Job summary

A leading recruitment firm is seeking a CTA Personal Tax Senior Manager in London. This advisory role focuses on personal tax planning for high net worth clients involving issues like capital gains tax and estate planning. The ideal candidate will possess strong communication skills and a CTA qualification. The firm offers a supportive hybrid working environment and a competitive salary of £85k-£95k, plus bonus and benefits.

Qualifications

• CTA qualified with in-depth knowledge of income and capital taxes for high net worth clients.
• Proven experience in personal tax planning projects.
• Ability to manage client relationships effectively.

Responsibilities

• Undertake personal tax planning projects as a key client relationship manager.
• Advise on issues including CGT, IHT, estate planning.
• Work closely with senior partners and advisers.

Skills

Strong communication skills

Relationship management

Advisory expertise in income and capital taxes

Education

CTA qualification

Job description

A rare opportunity to join an award-winning, advisory-focused Private Client Tax team at an exciting time in its growth. This non-Big 4 and non-PE backed firm has built a strong reputation in the UHNW Private Client field. Their team of CTAs advise an impressive client list of serial entrepreneurs, business owners, multi-generational families, landed wealth and trusts. Many of their clients have international aspects to their affairs.

Demand for their income and capital taxes planning expertise continues to grow and the team now seeks a CTA Personal Tax Senior Manager to perform an advisory-focused role. Working closely with some of the profession’s most respected private client Partners and advisers, the incoming Senior Manager will undertake ad hoc personal tax planning projects as a key client relationship manager. The work will relate to a broad range of issues including CGT, IHT, estate planning, the use of trusts, property issues, residence, international wealth structuring, and succession-planning.

It is a fantastic opportunity for a CTA qualified adviser to progress their career with one of London’s premier Private Client teams, and to be supported with progression towards AD and Director grades.

The CTA qualification is a pre-requisite, along with demonstrable in-depth technical knowledge of income and capital taxes planning for new and old money high net worth clients. Strong communication and relationship management skills are also essential.

In return the team offers a sociable, supportive and collegiate environment. They have embraced hybrid working (the office is based in central London) and would offer a salary in the region of £85k-£95k (depending upon experience) + bonus + benefits.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.