Senior Personal Tax & Trusts Leader

Space 8 Recruitment; Calverley; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Company car/allowance

Lunch provided daily

32 days holiday

Flexible hours

Profit share

Medical insurance

Reward lunches

Team building

Vibrant team

Career progression

Job summary

Space 8 Recruitment is representing an established accountancy practice with a 50-year track record and over 80 staff. They are seeking a senior tax adviser to lead complex personal tax planning for business owners, including IHT, trusts, and family investment companies.

You will own each client project from inception to execution, review the work of Tax Advisors and Junior Tax Advisors, and contribute to the development of the tax advisory team within an inclusive, innovative environment.

Qualifications

• Ability to lead complex personal tax planning projects for business owners.
• Strong expertise in IHT, Trusts and Estates, and family investment companies.

Responsibilities

• Lead personal tax planning projects for business owners including IHT, Trusts, FICs 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 and develop the team.

Skills

Tax planning

IHT

Trusts & Estates

Wills planning

Education

CTA qualification

Job description

Space 8 Recruitment is representing an established accountancy practice with a 50-year track record and over 80 staff. They are seeking a senior tax adviser to lead complex personal tax planning for business owners, including IHT, trusts, and family investment companies.

You will own each client project from inception to execution, review the work of Tax Advisors and Junior Tax Advisors, and contribute to the development of the tax advisory team within an inclusive, innovative environment.