Senior Private Client Tax Manager

Howells Consulting Ltd; City Of London; Hybrid; GBP 80,000 - 90,000; Full time

Job summary

A leading accountancy firm in London is seeking a Senior Manager to provide tax planning advice to high-net-worth individuals. You'll manage client relationships, assist in new client development, and oversee junior advisers. This role supports hybrid working and offers a salary of £80,000 - £90,000 plus benefits. Ideal candidates will have a CTA qualification and extensive experience in tax planning.

Benefits

Benefits package

Development towards Director grade

Hybrid working model

Qualifications

• Extensive experience of advising on CGT and IHT planning issues.
• Knowledge of domicile, residence, and remittance.
• Experience in managing client relationships.

Responsibilities

• Provide income and capital taxes planning advice to UK and international HNWIs.
• Manage client relationships and identify planning opportunities.
• Assist Partners with new client development and networking.
• Onboard new HNW clients and manage billing.

Skills

Income and capital taxes planning advice

Client relationship management

New client development

Billing and WIP management

Oversight of junior advisers

Education

CTA qualification

Job description

Overview

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.

Responsibilities

• 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

Qualifications

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.

Rewards and development

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

Work arrangements

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 and how to apply

Salary will be dependent on experience but is likely to be in the region £80,000 - £90,000 + benefits. Ref.5179

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