Senior Tax Adviser – IHT Planning, Coventry (To £90k)

Howells Consulting Ltd; Coventry; On-site; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Car provided

Bonus potential

Benefits package

Job summary

Howells Consulting Ltd seeks a Senior Tax Adviser to lead IHT and succession planning for entrepreneurial HNW clients in Coventry. You will focus on IHT strategies, family investment vehicles, and trusts, advising high-net-worth families with a hands-on, client-facing approach.

Hybrid working 2–3 days per week with a supportive team and clear progression paths. CTA status is preferred; the role emphasizes project management, technical advisory, and potential autonomy in business development or

Qualifications

• IHT advisory skills for high-net-worth clients.
• Strong project management and delivery skills.
• Client-facing advisory experience with private clients.

Responsibilities

• Provide IHT and succession planning advice to HNW clients.
• Lead the IHT workstream of the Private Client Tax offering.
• Collaborate with partners and juniors to shape strategy and delivery.

Skills

IHT expertise

Client-facing advisory

Project management

CTA eligible

Education

CTA qualification

Job description

Our client is an established and thriving independent tax and business advisory firm. They have built a strong reputation for advising growing, entrepreneurial businesses and their owners on all areas their taxation.

Demand for their capital taxes expertise continues to grow and the team are now keen to appoint a Senior Tax Adviser (£70k-£90k + car + bens + bonus) to focus on IHT and succession planning advice.

The client base is HNW business owners and multi-generational families. Working closely with the partners, the incoming individual will perform an advisory-focused role, covering IHT, succession-planning, the use of family investment companies and trusts. This is very much a hands on, client-facing advisory role. It requires strong project management skills, as well as an excellent grasp of IHT and how it effects entrepreneurial HNWIs.

This is a great opportunity for an experienced CTA to deliver, shape and lead the IHT side of the Private Client Tax offering. Supported by partners and junior staff, there is genuine scope for progression. The role can also be tailored to the individual in terms of business development and/or deep technical advisory and/or team management.

Based in Coventry, the role offers hybrid working 2-3 days a week. The environment is collegiate, supportive and sociable, not a huge corporate entity. An ideal firm for someone looking to be more than a face in the crowd.