CTA Private Wealth Manager

A rare opportunity for a CTA qualified personal tax Assistant Manager or Manager to step into the holistic Private Wealth team of a leading accountancy firm.

The team advises HNW and UHNW individuals and families on all areas of their personal tax planning, succession-planning, private businesses, asset structuring and trusts. Collectively, the team advises on IHT, CGT, business taxation, audit and advisory projects, relating to the entrepreneurial activities of both old and new money.  Demand for their expertise continues to grow and the team now seeks a Private Client Tax Manager, who has an interest in broadening out their skills.

The Manager will be supported in developing their knowledge of businesses, accounts and taxation, whilst maintaining a core expertise in capital taxation and trusts. It is an opportunity for an individual to hone their skills and to ultimately become a truly holistic adviser to HNW clients.

The CTA qualification is a pre-requisite and ideally the individual will also be ACA or ACCA qualified. Some practical experience of advising on corporate issues and/or an ability to analyse accounts, is preferred, but is not essential. A strong tax brain and a willingness to learn are important.

This is a great opportunity for a CTA qualified personal tax professional to take the next step in their career, joining a highly-respected team at an exciting time in their growth. Ref 4994

To find out more about this opportunity and to request a full job description, just email michaelhowells@howellsconsulting.co.uk  

Alternatively, simply apply below: