At a Glance
- Tasks: Provide expert tax planning 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/remote work options, and a generous bonus.
- Other info: Join a thriving team with excellent career growth opportunities.
- Why this job: Make a real difference in clients' financial futures while enjoying flexibility.
- Qualifications: Experience in Inheritance Tax and wealth strategies is essential.
The predicted salary is between 30000 - 40000 £ per year.
Space 8 Recruitment are pleased to be partnering a thriving practice in South Coventry to recruit a Trust & Estates Tax Advisor. This role is offered on a part time remote or hybrid basis.
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 or remote, 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 Advisor (part time) in Royal Leamington Spa employer: Space 8 Recruitment
Join a dynamic and innovative practice in South Coventry that prioritises employee well-being and professional growth. With a comprehensive benefits package including 35 days of holiday and the flexibility of remote or hybrid working, this firm fosters a supportive work culture that encourages collaboration and development. As part of a thriving team, you'll have the opportunity to make a meaningful impact while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land IHT & Estates Tax Advisor (part time) in Royal Leamington Spa
✨Make the Most of Networking Events
In tax advisory consulting, face-to-face connections can be a game changer. Look out for industry networking events, seminars, and workshops – these are great places to chat with professionals and even potential employers. Don't just attend, be engaging and show interest in the work others do!
✨Join Professional Bodies
Getting involved with professional bodies like the Chartered Institute of Taxation can really boost your visibility. These organisations often have student memberships and offer resources, networking opportunities, and events that can lead to part-time roles. So, get signed up and start connecting!
✨Leverage University Career Services
As you’re looking for a part-time role, don't forget about your university's career services. They often have listings for internships and part-time opportunities in tax advisory consulting that aren't advertised elsewhere. Plus, they can help you polish your interview skills – which is vital in this competitive field!
✨Showcase Your Passion Online
Set up a simple online portfolio or even share your insights and thoughts about tax issues on platforms like LinkedIn. It helps showcase your knowledge and enthusiasm for tax advisory consulting. By doing this, when companies like Space 8 Recruitment are looking for someone part-time in this field, you're already on their radar!
We think you need these skills to ace IHT & Estates Tax Advisor (part time) in Royal Leamington Spa
Some tips for your application 🫡
Focus on Your Tax Knowledge:When applying for a tax advisory consulting role, highlight your understanding of tax laws and regulations. Make sure to mention any relevant coursework, certifications, or specific projects that demonstrate your expertise in the field. We want to see that you’re up-to-date with the latest developments in tax practices!
Quantify Your Achievements:In your CV, it’s great to highlight achievements that are data-driven. Include examples of how you’ve helped clients save on their taxes or maximised their returns. Specific figures can really make you stand out to Space 8 Recruitment, showing them the potential value you can bring to their team.
Tailor Your Cover Letter to Part-Time Flexibility:Since this is a part-time role, be sure to express your enthusiasm for the chance to balance academic pursuits with professional experience. Let us know how you can effectively manage your time and contribute meaningfully to Space 8 Recruitment’s projects while diving into your studies!
Demonstrate Your Analytical Skills:Tax advisory requires a keen eye for detail and strong analytical skills. Include any examples from your past experience where you’ve successfully analysed data or solved complex tax issues. Show us how you can apply your analytical abilities in practical situations when you join Space 8 Recruitment!
How to prepare for a job interview at Space 8 Recruitment
✨Get Comfortable with Numbers
Since you're diving into tax advisory consulting, brush up on your numerical skills, particularly in tax calculations and compliance. Expect to face some technical questions that assess your understanding of tax laws and deduction strategies, so be prepared to demonstrate how you've tackled such challenges in the past.
✨Know Your Tax Softwares
Familiarise yourself with the common tax software used in the industry like Sage or QuickBooks. If they ask about your experience with these tools, having relevant examples ready will definitely give you a leg up. Mention any projects where you used these systems effectively, as this showcases your readiness to contribute immediately.
✨Emphasise Your Flexibility
Since this is a part-time role, showcase your ability to manage time effectively and juggle multiple tasks. Share examples of how you've previously balanced academic commitments or other jobs while ensuring high-quality work in tax-related projects—this shows you're reliable and adaptable!
✨Pitch Your Learning Eagerness
As an aspiring tax advisor in a part-time capacity, your motivation and willingness to learn are crucial. Highlight any relevant courses or certifications you’re pursuing that relate to tax regulations. This not only demonstrates your commitment to the field but also conveys that you’re keen to grow with Space 8 Recruitment in this role.
