Senior Tax Adviser: IHT & Succession Planning (Hybrid)

Taxation; Coventry; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Car

Bonus

Benefits package

Job summary

Taxation in Coventry is seeking a Senior Tax Adviser to lead IHT and succession planning for entrepreneurial HNWIs. You will deliver hands-on, advisory work for high‑net‑worth families, working closely with partners to shape the Private Client offering.

Return to the office 2–3 days a week in a supportive, non‑corporate environment. The role offers scope for development, and can be tailored toward business development, technical advisory, or team leadership.

Qualifications

• Hands-on, client-facing advisory role focused on IHT and succession planning.
• Requires strong project management skills and excellent grasp of IHT.
• Opportunity to deliver and lead the IHT side of the Private Client Tax offering.

Responsibilities

• Provide IHT and succession planning advice to HNW business owners and families.
• Lead the IHT work stream within the Private Client Tax practice, with support from partners and juniors.
• Engage in potential business development and team leadership as needed.

Skills

Client-facing advisory

Project management

IHT knowledge

Succession planning

Education

CTA (Chartered Tax Adviser)

Job description

Taxation in Coventry is seeking a Senior Tax Adviser to lead IHT and succession planning for entrepreneurial HNWIs. You will deliver hands-on, advisory work for high‑net‑worth families, working closely with partners to shape the Private Client offering.

Return to the office 2–3 days a week in a supportive, non‑corporate environment. The role offers scope for development, and can be tailored toward business development, technical advisory, or team leadership.