At a Glance
- Tasks: Provide expert IHT and succession planning advice to high-net-worth clients.
- Company: Established independent tax and business advisory firm with a strong reputation.
- Benefits: Competitive salary, car allowance, bonuses, and hybrid working options.
- Other info: Supportive and sociable environment with genuine career progression opportunities.
- Why this job: Shape and lead the IHT advisory side while making a real impact on clients' lives.
- Qualifications: Experience in tax advisory and strong project management skills required.
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.
#J-18808-Ljbffr
Senior Tax Advisor - IHT Planning (To £90k) in Coventry employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Advisor - IHT Planning (To £90k) in Coventry
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taxation, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Tax Advisor - IHT Planning (To £90k) in Coventry
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taxation's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taxation. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taxation!
How to prepare for a job interview at Taxation
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taxation.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taxation. It helps to show our commitment!
