IHT Planning Senior Manager / Associate Director

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

Benefits offered by this job

Company car

Bonus

Hybrid working

Benefits package

Job summary

Howells Consulting Ltd. in Leeds is seeking a Senior Tax Adviser to deliver IHT and succession planning solutions for entrepreneurial clients. You will work closely with partners on a hands-on, client-facing advisory role.

The position offers hybrid working 2-3 days a week and a clear path for progression, with scope to tailor the role toward business development, technical advisory, and/or team leadership.

Qualifications

• CTA qualification with strong IHT experience.
• Advisory-focused, client-facing role with proven project management.
• Experience with entrepreneurial or high-net-worth client base.

Responsibilities

• Lead IHT and succession planning advisory for HNW clients.
• Collaborate with partners to deliver and shape the Private Client Tax offering.
• Manage complex projects and provide business development input.

Skills

IHT expertise

Project management

Advisory experience

HNWIs experience

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 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.