HNW Tax Portfolio Manager
1 month ago
Are you a skilled CTA private client tax professional looking for a new challenge?
We are seeking a highly experienced HNW tax portfolio manager to join our team at Howells Consulting Ltd.
The ideal candidate will have excellent communication and relationship management skills, as well as extensive knowledge of UK taxation affecting HNW entrepreneurial private clients.
This is a unique opportunity to work with a portfolio of high net worth individuals, including business owners, serial entrepreneurs, trusts, and wealthy families.
We offer a competitive salary range of £90,000 - £120,000 per annum, reflecting the complexity and importance of this role.
Key responsibilities will include:
- Overseeing a portfolio of HNW individuals
- Conducting tax compliance work
- Capital taxes planning
- Providing tax advisory services to clients
We require a CTA qualification, extensive knowledge of UK taxation, excellent communication and relationship management skills, and the ability to work with HNW entrepreneurial private clients.
Hybrid working arrangements are available, allowing for 2-3 home days a week on average.
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