Senior Personal Tax Lead: Complex Planning & Leadership

Space 8 Recruitment; England; On-site; GBP 75,000 - 110,000; Full time

Benefits offered by this job

Company car / car allowance

Free quality lunch

32 Days Holiday

Flexible working hours

Profit share scheme

Medical insurance

Reward lunches

Team building days

Vibrant team environment

Excellent career progression

Job summary

Space 8 Recruitment is seeking a Senior Tax Professional to lead personal tax planning for business owners, including IHT, trusts and bespoke wills. You will own projects end-to-end and guide a team of Tax Advisors and Juniors.

The ideal candidate will have CTA qualification and deep expertise across all relevant taxes, including Family Investment Companies and wills-based planning, with a proactive, plan-driven approach.

Qualifications

• CTA qualification preferred.
• Experience in high-level personal tax planning and client advisory.
• Experience with complex personal tax and restructuring projects.
• Deep expertise across IHT, trusts, estates, and family investment companies.

Responsibilities

• Lead personal tax planning projects for business owners including IHT, trusts, and bespoke wills.
• Own the entire project for each client with a plan for each restructure.
• Review work of Tax Advisors & Junior Tax Advisors and develop the team.

Skills

CTA qualified

IHT expertise

Trusts & Estates

Family Investment Co

Wills planning

Job description

Space 8 Recruitment is seeking a Senior Tax Professional to lead personal tax planning for business owners, including IHT, trusts and bespoke wills. You will own projects end-to-end and guide a team of Tax Advisors and Juniors.

The ideal candidate will have CTA qualification and deep expertise across all relevant taxes, including Family Investment Companies and wills-based planning, with a proactive, plan-driven approach.