Capital Taxes Planning Senior Manager / Associate Director

Taxation; Coventry; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Car

Bonus

Benefits package

Job summary

Taxation in Coventry is seeking a Senior Tax Adviser to lead IHT and succession planning for entrepreneurial HNWIs. You will deliver hands-on, advisory work for high‑net‑worth families, working closely with partners to shape the Private Client offering.

Return to the office 2–3 days a week in a supportive, non‑corporate environment. The role offers scope for development, and can be tailored toward business development, technical advisory, or team leadership.

Qualifications

• Hands-on, client-facing advisory role focused on IHT and succession planning.
• Requires strong project management skills and excellent grasp of IHT.
• Opportunity to deliver and lead the IHT side of the Private Client Tax offering.

Responsibilities

• Provide IHT and succession planning advice to HNW business owners and families.
• Lead the IHT work stream within the Private Client Tax practice, with support from partners and juniors.
• Engage in potential business development and team leadership as needed.

Skills

Client-facing advisory

Project management

IHT knowledge

Succession planning

Education

CTA (Chartered Tax Adviser)

Job description

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.