Senior Personal Tax Planning Lead — IHT, Trusts & Wills

Space 8 Recruitment; Leeds; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Company car or car allowance option (後

Free quality lunch provided each day

32 Days Holiday (incl. bank holidays)

Flexible working hours

Profit share scheme (after qualifying)

Medical insurance (after qualifying)

Reward Lunches

Team Building days

A vibrant team environment

Excellent career progression

Job summary

Space 8 Recruitment is seeking an experienced Personal Tax Senior for an established accountancy practice in Leeds. You will lead personal tax planning for business owners, including IHT, Trusts, and Family Investment Companies, delivering bespoke strategies.

You will own projects, review juniors, and drive technical depth while fostering an inclusive, ambitious team culture with flexible working hours and strong progression.

Qualifications

• CTA qualified is preferred.
• Enjoy planning and advisory work, not just compliance.
• Experience with complex personal tax and restructuring projects.

Responsibilities

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

Skills

CTA qualified

Job description

Space 8 Recruitment is seeking an experienced Personal Tax Senior for an established accountancy practice in Leeds. You will lead personal tax planning for business owners, including IHT, Trusts, and Family Investment Companies, delivering bespoke strategies.

You will own projects, review juniors, and drive technical depth while fostering an inclusive, ambitious team culture with flexible working hours and strong progression.