Inheritance Tax Specialist
£competitive | Full-time | Permanent
NEWcaSTLE | BGC2401TX
The Firm:
A large, ambitious accountancy firm with an excellent reputation for delivering high-quality private client services is looking to expand its Inheritance Tax (IHT) capability. This is an exciting time to join as the firm grows into new markets, broadens its service offerings, and continues to build on a strong, loyal client base. The culture is collaborative and forward-thinking, with a clear focus on supporting career progression and fostering technical excellence.
The Role:
As an Inheritance Tax Specialist, you will provide comprehensive advice to high-net-worth clients, their families, and trustees, ensuring effective tax planning aligned with clients’ wider wealth objectives. You’ll manage your own portfolio of clients, take ownership of complex IHT planning assignments, and work closely with Partners and the private client team to deliver tailored solutions. Typical responsibilities include:
Providing technical IHT advice and guidance to clients and their advisers
Structuring estates and wealth transfers to minimise liabilities
Reviewing wills, trusts, and succession plans
Advising on lifetime gifts, trusts, and charitable giving strategies
Supporting business succession and family wealth planning
Experience Required:
CTA-qualified, ACA-qualified, or equivalent professional credentials
Minimum 3–5 years’ experience in private client tax, with proven experience advising on inheritance tax planning
Strong technical knowledge of IHT legislation, trusts, and estate planning
Ability to build and maintain trusted relationships with high-net-worth clients
Strong communication and advisory skills, with the confidence to manage complex matters independently
Benefits:
Competitive salary
Office based with an element of hybrid working with flexible hours
Ongoing professional development
Exposure to a varied and high-profile client base
Opportunity to work in a highly collaborative, supportive team during a period of strategic growth
Various company benefit choices to select
This is a career-defining opportunity for an inheritance tax specialist seeking to take their expertise to the next level within a growing, forward-thinking firm.
If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.