HNW Tax Planning Lead

4 days ago


Bristol, Bristol, United Kingdom Howells Consulting Ltd Full time

About the Role

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We are looking for a seasoned HNW Tax Planning Lead to join our Trusts & Estates team. The successful candidate will be responsible for overseeing a portfolio of high-net-worth trust clients, ensuring their compliance and advising on tax planning strategies.

The role includes:

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  • Supervising junior trusts advisers and reviewing complex trust accounts and returns">
  • Managing ongoing administration of the trusts and being the key client relationship manager">
  • Undertaking IHT and trust planning work with assistance from partners as required">
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This is a challenging yet rewarding role for a senior professional looking to take on new responsibilities in the Private Client sector.

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Remuneration

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£100,000 - £130,000 per annum, dependent on experience

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Our Company

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Howells Consulting Ltd is a leading firm recognised for its expertise in the Private Client field. We offer a supportive and collaborative environment, enabling our professionals to deliver exceptional results for our clients.


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