At a Glance
- Tasks: Provide expert IHT and succession planning advice to high-net-worth clients.
- Company: Established tax and business advisory firm with a strong reputation.
- Benefits: Competitive salary, car allowance, bonuses, and hybrid working options.
- Other info: Supportive, sociable environment with genuine career progression opportunities.
- Why this job: Shape and lead the IHT side of a growing advisory practice.
- Qualifications: Experience in tax advisory and strong project management skills.
The predicted salary is between 54000 - 66000 £ per year.
Our client is an established and thriving independent tax and business advisory firm.
They have built a strong reputation for advising growing, entrepreneurial businesses and their owners on all areas their taxation.
Demand for their capital taxes expertise continues to grow and the team are now keen to appoint a Senior Tax Adviser (£70k-£90k + car + bens + bonus) to focus on IHT and succession planning advice.
The client base is HNW business owners and multi-generational families.
Working closely with the partners, the incoming individual will perform an advisory-focused role, covering IHT, succession-planning, the use of family investment companies and trusts.
This is very much a hands on, client-facing advisory role.
It requires strong project management skills, as well as an excellent grasp of IHT and how it effects entrepreneurial HNWIs.
This is a great opportunity for an experienced CTA to deliver, shape and lead the IHT side of the Private Client Tax offering.
Supported by partners and junior staff, there is genuine scope for progression.
The role can also be tailored to the individual in terms of business development and/or deep technical advisory and/or team management.
Based in Coventry, the role offers hybrid working 2-3 days a week.
The environment is collegiate, supportive and sociable, not a huge corporate entity.
An ideal firm for someone looking to be more than a face in the crowd.
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Senior Tax Adviser – IHT Planning, Coventry (To £90k) employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
