Senior Personal Tax Advisory Lead (IHT & Trusts)

Pro‑Recruitment Group; Leeds; Sur place; GBP 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Company car or car allowance

Résumé du poste

Pro‑Recruitment Group seeks a Senior Tax Advisory Manager in Leeds to lead sophisticated personal tax planning and advisory work. You will partner with business owners, high‑net‑worth individuals and families, guiding them on IHT mitigation, trusts and succession planning.

The role emphasizes technical delivery and project management, with no mandatory line management or business development requirements. A CTA or equivalent qualification is essential.

Qualifications

• CTA qualified or equivalent with strong knowledge across direct taxes including IHT, CGT, Income Tax, CT and Stamp Taxes.
• Hands-on experience in personal tax planning, IHT, trusts, FICs and wills-based planning.
• Experience preparing detailed steps plans, technical tax analysis and HMRC clearance applications.
• Delivery-focused individual who can own complex advisory projects and translate tax legislation into practical recommendations.

Responsabilités

• Lead and deliver personal tax planning projects, including IHT mitigation and trusts.
• Own projects from planning through implementation with clear steps and HMRC filings.
• Collaborate with clients, solicitors and advisers to deliver timely, accurate results.
• Review work and guide junior tax team members to maintain high quality standards.

Connaissances

Personal tax planning

Inheritance Tax planning

Trusts

Family Investment Companies

Wills-based planning

Project management

HMRC clearance

Client communication

Formation

CTA qualified or equivalent

Description du poste

Pro‑Recruitment Group seeks a Senior Tax Advisory Manager in Leeds to lead sophisticated personal tax planning and advisory work. You will partner with business owners, high‑net‑worth individuals and families, guiding them on IHT mitigation, trusts and succession planning.

The role emphasizes technical delivery and project management, with no mandatory line management or business development requirements. A CTA or equivalent qualification is essential.