IHT Planning Senior Manager / Assoc. Director – Leeds

Howells Consulting Ltd; Leeds; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Company car

Benefits package

Performance bonus

Job summary

Howells Consulting Ltd is seeking a Senior Tax Adviser in Leeds to lead IHT and succession planning for entrepreneurial owners and families. The role focuses on advisory work, collaborates with partners, and involves hands-on client interaction.

The ideal candidate will have strong IHT expertise, project management skills, and a CTA designation. Hybrid working 2-3 days a week with a supportive, non-corporate environment.

Qualifications

• Senior IHT planning experience in private client tax advisory
• Strong advisory & client-facing capabilities
• Excellent project management and collaboration with partners

Responsibilities

• Lead IHT and succession planning advisory for entrepreneurial HNWIs
• Develop and manage client engagements with Partners and junior staff
• Drive business development initiatives and contribute to team growth

Skills

IHT expertise

Advisory experience

Project management

Client-facing

CTA designation

Education

CTA qualification

Job description

We are currently handling a senior IHT planning role for a thriving independent tax advisory firm in Leeds.

The team has built a strong reputation for advising growing, entrepreneurial businesses their owners and families on all areas their taxation. Demand for their capital taxes expertise continues to grow and the team is now keen to appoint a Senior Tax Adviser (£70k-£90k + car + bens + bonus) to focus on IHT and succession planning advice.

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 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 Leeds, 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.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.