Senior Personal Tax & Estates Lead - Flexible & Growth‑Oriented

Space 8 Recruitment; Coventry; On-site; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Car allowance

Lunch provided

32 days holiday

Flexible hours

Profit sharing

Medical insurance

Reward lunches

Team building

Vibrant culture

Career progression

Job summary

Space 8 Recruitment in Coventry is seeking a CTA-qualified personal tax specialist to lead complex planning for business owners, including IHT, trusts, and family investment companies.

You will own each client project from start to finish, guiding junior staff and Tax Advisors while driving innovative tax strategies in a dynamic firm that rewards initiative. Enjoy a competitive salary, flexible hours, and a vibrant team environment with strong career progression.

Qualifications

• CTA qualification or equivalent.
• Enjoy planning rather than just returns and routine compliance.
• Experience on complex personal tax and restructuring projects.
• Expertise in IHT, Trusts & Estates, Family Investment Companies and wills-based planning.

Responsibilities

• Lead personal tax planning projects for business owners including IHT, Trusts, and Family Investment Companies.
• Own the entire project for each client with a plan for each restructure.
• Review the work of Tax Advisors & Junior Tax Advisors and mentor the team.

Skills

Personal tax planning

Project ownership

Team mentoring

Education

CTA qualification

Job description

Space 8 Recruitment in Coventry is seeking a CTA-qualified personal tax specialist to lead complex planning for business owners, including IHT, trusts, and family investment companies.

You will own each client project from start to finish, guiding junior staff and Tax Advisors while driving innovative tax strategies in a dynamic firm that rewards initiative. Enjoy a competitive salary, flexible hours, and a vibrant team environment with strong career progression.