Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.Take your career to the next level with one of Bristol’s leading Private Client teams.
Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Senior Manager grade.
With the support of experienced Directors and Partners, the incoming individuals will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. They will also assist with ad hoc capital taxes planning.
Very much client-facing roles, the individuals will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress towards Director grade.
Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.
Salary will be dependent on experience but is likely to be in the region £70k-£80k + bens + bonus.
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
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