Senior IHT & Succession Planner | Private Client Lead

Howells Consulting Ltd; Leeds; Hybrid; 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

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.