Tax Advisory Leader

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Howells Consulting Ltd Full time

As a Tax Advisory Leader at Howells Consulting Ltd, you will have the opportunity to advise a high-quality client base of entrepreneurs, business owners, landed wealth, and farming clients. This role is ideal for a CTA personal tax AM or Manager looking to play a key role in one of Cheltenham's leading Private Client teams. You will handle a broad range of personal tax compliance and advisory work, building a reputation as a prominent private client adviser in the region. Our client is embracing agile/hybrid working, offering home working 2-3 days a week, if desired. This is a genuine career option for a talented adviser looking to build their Private Client career in the Cheltenham area.

Key Responsibilities:

  • Advise on CGT, IHT, succession of wealth, and income tax issues affecting HNWIs.
  • Develop and implement tax strategies to optimize client wealth.
  • Collaborate with the team to deliver exceptional client service.

Requirements:

  • Extensive experience in personal tax advisory work.
  • Strong knowledge of tax laws and regulations.
  • Excellent communication and interpersonal skills.


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