Personal Tax Advisor

Space 8 Recruitment Ltd; Coventry; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

35 days holiday

Significant bonus

Job summary

Space 8 Recruitment, in partnership with a Warwickshire practice, seeks a Personal Tax Advisor specialising in Trusts and Estates.

You will provide bespoke inheritance tax planning, assess wealth structures, and manage trust arrangements, with a hybrid working arrangement. This role offers flexible hours (part or full time) and a competitive benefits package.

Qualifications

• Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.

Responsibilities

• Provide bespoke Inheritance Tax planning advice, including exemptions, reliefs, gifting strategies and business property relief.
• Assess client's circumstances to recommend wealth structures, such as trusts or family investment companies.
• Identify and implement legitimate tax planning opportunities for individuals and business owners.
• Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges.
• Maintain accurate records and prepare detailed, clear client reports and financial planning documents.
• Keep up to date with legislative changes and HMRC guidance that affect clients' tax and estate planning.

Skills

Inheritance Tax

Trusts

Wealth planning

Job description

Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Personal Tax Advisor focussing on Trust & Estates.

The Company

This modern, forward-thinking practice has 2 offices and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 50 staff and offersa comprehensive benefits package including remote / hybrid working.

The Role

This role could be offered on a part or full time basis.

• Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief
• Assess client's circumstances to recommend appropriate wealth structures, such as trusts or family investment companies
• Identify and implement legitimate tax planning opportunities for individuals and business owners
• Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges
• Maintain accurate records and prepare detailed, clear client reports and financial planning documents
• Keep up to date of legislative changes and HMRC guidance that affect clients' tax and estate planning

What are we looking for? Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.

Benefits

Benefits include 35 days holiday. Considerable bonus. This role could be hybrid, full or part time.