Private Client Tax Director - HNW Families

Howells Consulting Ltd; Greater London; Hybrid; GBP 120,000 - GBP 150,000; Full time

Job summary

A leading private client tax advisory firm is seeking an experienced personal tax adviser at Director level. The ideal candidate will be CTA qualified and possess deep expertise in advising ultra-high-net-worth families on inheritance tax and estate planning. This role presents the opportunity to manage complex client relationships and offers a hybrid work model, allowing most advisers to work in the office three days a week. Salary ranges from £120k to £150k, plus benefits and bonuses.

Benefits

Bonuses

Hybrid working model

Benefits package

Qualifications

• Deep expertise in advising multi-generational families on IHT and estate planning.
• Experience managing complex client relationships.
• Ability to work in a high-profile private client tax environment.

Responsibilities

• Advise UHNW families on personal taxation matters.
• Manage and nurture client relationships as the key point of contact.
• Contribute to succession planning and cross-border wealth issues.

Skills

Advising on inheritance tax (IHT)

Estate planning

Trust management

Managing complex client relationships

Education

CTA qualification

Job description

A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams.

Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.

The team now seeks to recruit an additional personal tax adviser at Director level. They are likely to be a CTA qualified Associate Director or Director and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.

Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.

This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.

Salary will be dependent on experience but is likely to be in the region £120k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.