Personal Tax Advisor

Space 8 Recruitment are pleased to be partnering a thriving practice in Warwickshire to recruit a Personal Tax Advisor focussing on Trust & Estates.

The Company

This modern, forward-thinking practice has 2 offices and has been growing both organically and via acquisition at a good pace for several years. Originally established in the 90s, this firm now employs over 50 staff and offers a comprehensive benefits package including remote / hybrid working.

The Role

This role could be offered on a part or full time basis.

Responsibilities include:

Provide bespoke Inheritance Tax planning advice, including the use of exemptions, reliefs, gifting strategies, and business property relief
Assess client's circumstances to recommend appropriate wealth structures, such as trusts or family investment companies
Identify and implement legitimate tax planning opportunities for individuals and business owners
Advise on and manage the ongoing implications of trust structures, including the 10-year periodic tax charge and exit charges
Maintain accurate records and prepare detailed, clear client reports and financial planning documents
Keep up to date of legislative changes and HMRC guidance that affect clients' tax and estate planning
What are we looking for?

Experienced in advising clients on Inheritance Tax, trust structures & wealth strategies.

Benefits:

This role could be hybrid, full or part time.
Benefits include 35 days holiday.
Considerable bonus

What now?

If you are a Personal Tax Advisor please apply straight away. We would love to chat with you in confidence

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