Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Personal Tax Advisor focussing on Trust & Estates.
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.
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.
Considerable bonus
What now?
If you are a Personal Tax Advisor please apply straight away. xiskglj We would love to chat with you in confidence.
Personal Tax Advisor in Leicester employer: Space 8 Recruitment
Join a forward-thinking accountancy practice that has been thriving for nearly 50 years, where innovation and creativity are at the heart of our work culture. With a commitment to employee growth, we offer excellent career progression opportunities, flexible working hours, and a range of benefits including a competitive salary, profit share scheme, and daily free lunches. Our supportive environment encourages you to challenge the status quo and develop your expertise while making a meaningful impact on our diverse client portfolio.
