Senior Manager - Private Client Tax & Trusts

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

Job summary

A growing private client-focused firm in London is seeking a Senior Manager to provide high-end tax advisory services to high-net-worth individuals. The role requires a CTA qualification, strong technical experience in IHT, CGT, and trust structuring, and the ability to mentor junior staff. This position offers a competitive salary in the range of £85k-£95k with great benefits and flexible hybrid working arrangements.

Benefits

Hybrid working

Competitive salary

Supportive team environment

Qualifications

• Strong technical experience in personal tax advisement.
• Hands-on experience in managing compliance portfolios.

Responsibilities

• Advise high-net-worth individuals on IHT, CGT, and trusts.
• Oversee and mentor junior staff in their portfolio management.
• Manage client relationships as a trusted adviser.

Skills

Advising on IHT

Experience with CGT

Trust structuring

Relationship management

Education

CTA qualification

Job description

Advise an impressive client base of international HNWIs, offshore trusts, entrepreneurs, business owners and their families.

This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work.

You’ll join a team of highly experienced personal tax and trusts professionals, handling a broad range of private client tax projects. The role will include:

• High end IHT, CGT and offshore trusts advice
• Tax and Trust planning for HNWIs with multi jurisdictional wealth
• Relationship management as a key trusted adviser
• Overseeing junior staff and their compliance portfolios
• Being part of a friendly and supportive team that genuinely values work/life balance

The CTA qualification is a pre-requisite, along with strong technical experience of advising on IHT, CGT and trust structuring.

Salary dependent on grade and experience, but likely to be in the range £85k-£95k + bens. Hybrid working 2-3 days a week is also on offer.

If you’re looking to pursue your career in an environment where you’ll be more than a face in the crowd, [e-mail] further information an quotingRef 5177

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