Private Client Tax Manager – London

Howells Consulting Ltd; City of London; Hybrid; GBP 65,000 - 75,000; Full time

Job summary

A leading consulting firm in London seeks a Personal Tax Manager to manage HNW clients and oversee compliance work. The ideal candidate will be CTA/ACA qualified and have extensive UK private client tax experience. This role offers a progression path towards senior management and a hybrid work model (2-3 days a week). Salary is likely between £65k and £75k plus benefits.

Qualifications

• Extensive UK private client tax experience required.
• Evidence of personal tax advisory work is important.
• Strong communication and client relationship skills essential.

Responsibilities

• Managing a portfolio of HNW clients as their key contact.
• Undertaking personal tax planning projects.
• Mentoring and supporting junior team members.
• Identifying new client relationships.
• Overseeing compliance work by junior advisers.

Skills

Client relationship management

Tax planning knowledge

Team mentoring

Communication skills

Education

CTA / ACA qualified

Job description

Independently recognised for the quality of their Private Client Tax offering, our client advises UK and international HNWIs on all areas of their income and capital taxation. Their Personal Tax team is growing and keen to make a strategic appointment at Manager level.

You’ll be an integral member of the team, performing an advisory-focused, client-facing role. You’ll collaborate closely with well-known partners and manage junior advisers handling day-to-day compliance.

Your clients will include HNW business owners, serial entrepreneurs, wealthy families, family offices and trusts. Many are international with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.

Key responsibilities

• Managing a portfolio of HNW clients as their key point of contact
• Undertaking personal tax planning projects on areas including CGT, IHT, property‑related issues, use of trust structures, extraction of wealth from businesses etc
• Mentoring, managing and supporting junior team members
• Identifying new client relationships and assisting in business development initiatives
• Overseeing compliance work undertaken by more junior advisers

Ideal candidates

Ideal candidates will be CTA / ACA qualified, with extensive UK private client tax experience. Some evidence of personal tax advisory work is important. Strong communication and client relationship management experience is essential.

Other details

The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2‑3 days a week and foster a healthy work/life balance culture.

Salary will be dependent on experience, but is likely to be in the region £65k – £75k + benefits. Ref 5227.

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