At a Glance
- Tasks: Manage high-net-worth client relationships and oversee compliance cycles.
- Company: High-profile accountancy firm with a dynamic Private Client Tax team.
- Benefits: Flexible hybrid working, career progression, and supportive team environment.
- Other info: Opportunity for career growth with leading Partners in a flexible work setting.
- Why this job: Join a thriving team and make a real impact in personal tax advisory.
- Qualifications: CTA qualified with experience in advising HNWIs.
The predicted salary is between 70000 - 90000 £ per year.
Our client is a high-profile accountancy firm that is continuing to grow across theregion.
Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.
The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Director.
The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team.
Genuine scope exists to progress on towards Director grade with the support of the team's Partners.
The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
Key elements of the role will include
- Managing HNW client relationships as their primary point of contact.
- Overseeing their annual compliance cycle and a team of junior tax advisers
- Handling high-end ad hoc income and capital taxes planning projects.
- Advising on CGT, IHT, domicile/residence issues and the use of trust structures
- Working closely with leading Partners where required.
- Identifying potential planning opportunities and assisting with marketing and networking initiatives.
As very much a client-facing role, you will require excellent communication and relationship management skills.
The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5200
To find out more and to request a full job description, please email me at michaelhowells@howellsconsulting. co. uk.
Alternatively, simply apply below
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Personal Tax Director - Leeds employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
