At a Glance
- Tasks: Provide tailored Inheritance Tax advice and manage trust structures for clients.
- Company: A modern, growing practice in South Coventry with a collaborative culture.
- Benefits: Enjoy 35 days holiday, hybrid working options, and a generous bonus.
- Other info: Flexible working hours available, with opportunities for career growth.
- Why this job: Join a thriving 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 employer: Space 8 Recruitment
As a Senior Tax Advisor at this esteemed accountancy practice, you will be part of a dynamic team that values innovation and professional growth. With nearly 50 years of experience, the firm fosters a collaborative work culture that encourages continuous learning and development, offering competitive salaries and benefits to ensure employee satisfaction. Located in a vibrant area, this role provides unique opportunities to engage with diverse clients while contributing to impactful tax strategies that drive success.
