Private Client Tax AD: HNW/UHNW Adviser (Hybrid)

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

Job summary

A leading recruitment firm for private client tax is seeking an Associate Director to join their established team in Guildford. The role includes managing a portfolio of high net worth clients with a focus on personal tax planning projects, compliance oversight, and strategic advice on complex tax issues. This position supports hybrid working and provides opportunities for career progression. The ideal candidate will be CTA qualified with significant personal tax experience and looking to grow their career outside London.

Benefits

Hybrid working

Healthy work/life balance

Career progression support

Qualifications

• Experience handling HNW/UHNW international private clients.
• Strong understanding of CGT, IHT, and trust planning.
• Background in personal tax compliance and advisory.

Responsibilities

• Advise clients on personal tax planning projects and compliance.
• Oversee a team managing day-to-day compliance.
• Develop income and capital tax strategies for clients.

Skills

Personal Tax Planning

Client Management

Communication

Education

CTA qualification

Job description

A leading recruitment firm for private client tax is seeking an Associate Director to join their established team in Guildford. The role includes managing a portfolio of high net worth clients with a focus on personal tax planning projects, compliance oversight, and strategic advice on complex tax issues. This position supports hybrid working and provides opportunities for career progression. The ideal candidate will be CTA qualified with significant personal tax experience and looking to grow their career outside London.