IHT Planning Senior Manager / Associate Director

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

Benefits offered by this job

Car allowance

Bonus potential

Hybrid work

Job summary

Taxation, an independent tax advisory firm in Leeds, seeks a Senior Tax Adviser to lead IHT and succession planning for entrepreneurial HNWIs. The role is hands-on and client-facing, working with partners and junior staff.

The position offers hybrid working 2-3 days per week and opportunities to shape the Private Client Tax offering with potential for progression.

Qualifications

• CTA qualification with IHT experience.
• Strong project management and client-facing skills.

Responsibilities

• Lead IHT and succession planning advice for entrepreneurial HNWIs.
• Work closely with partners to shape the Private Client Tax offering.
• Provide hands-on advisory and supervision to juniors.

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 are 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.

If you’d like to learn more about this opportunity and to request a full job description, please email [e-mail] quoting Ref 5267