At a Glance
- Tasks: Provide expert tax planning advice and manage trust structures for clients.
- Company: Thriving practice in South Coventry with a modern, forward-thinking approach.
- Benefits: Enjoy 35 days holiday, hybrid working options, and a considerable bonus.
- Other info: Flexible hours available, perfect for balancing work and study.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Experience in Inheritance Tax and wealth strategies is essential.
The predicted salary is between 51750 - 63250 £ per year.
Space 8 Recruitment are pleased to be partnering a thriving practice in South Coventry to recruit a Trust & Estates Tax Advisor.
The Company
This modern, forward-thinking practice has 2 offices and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 50 staff and offers a comprehensive benefits package including remote / hybrid working.
The Role
This role could be offered on a part or full time basis.
Responsibilities include:
- Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief
- Assess client's circumstances to recommend appropriate wealth structures, such as trusts or family investment companies
- Identify and implement legitimate tax planning opportunities for individuals and business owners
- Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges
- Maintain accurate records and prepare detailed, clear client reports and financial planning documents
- Keep up to date of legislative changes and HMRC guidance that affect clients' tax and estate planning
What are we looking for?
Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.
Benefits:
This role could be hybrid, full or part time. Benefits include 35 days holiday and considerable bonus.
What now?
If you are a Personal Tax Advisor please apply straight away. We would love to chat with you in confidence.
IHT & Estates Tax Manager in Kenilworth employer: All The Top Bananas
My Four Wheels is an exceptional employer, offering a rewarding career as a Trainee Driving Instructor with flexible working hours and the potential to earn up to £50,000+ annually. With comprehensive training provided through our new Training Academy, employees benefit from ongoing support and resources, ensuring a fulfilling journey towards becoming a qualified instructor while enjoying the satisfaction of teaching locally in Westfield, Surrey.
