Personal Tax Advisor

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

Benefits offered by this job

35 days holiday

Bonus

Hybrid/Remote working

Job summary

Space 8 Recruitment is partnering with a Warwickshire practice to recruit a Personal Tax Advisor specialising in Trusts & Estates. The role offers hybrid, full- or part-time arrangements, with a strong benefits package including 35 days holiday.

You will provide bespoke Inheritance Tax planning and advise on structures for individuals and business owners. As part of a growing firm, you will keep abreast of HMRC guidance and deliver clear client reports, helping clients optimise wealth while

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 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

Trust structures

Wealth strategies

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 offers a 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:

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