Inheritance Tax Specialist
1 day ago
Elevate your career in Inheritance Tax Advisory with Alexander Lyons Solutions.
About the RoleWe're seeking an experienced Inheritance Tax Specialist to join our Advisory team in Shrewsbury, Shropshire & Cheshire. As a key member of our team, you'll work closely with high-net-worth individuals and their families, providing bespoke advice on inheritance tax, trusts, residency, and capital gains tax.
Your Key Responsibilities- Deliver expert guidance on inheritance tax, trusts, residency, and capital gains tax to our discerning client base.
- Build and maintain strong relationships with clients, fostering trust and delivering exceptional service.
- Collaborate with accounts and audit teams to provide seamless, integrated solutions.
- Stay up-to-date with legislative changes, ensuring clients are prepared for the future.
- Share your technical expertise with colleagues, promoting a culture of excellence and continuous learning.
To succeed in this role, you'll need:
- A STEP or CTA qualification (or working towards it).
- A minimum of 5 years' advisory experience in an accountancy practice setting.
- In-depth knowledge of inheritance tax, trusts, residency, and capital gains tax.
- Exceptional communication and interpersonal skills.
- A proactive, solutions-focused mindset.
Alexander Lyons Solutions is a forward-thinking firm that prioritizes innovation, continuous learning, and outstanding client service. We offer a supportive environment where you can grow your career in Inheritance Tax Advisory, with opportunities for professional development and growth.
This is an exciting opportunity to join a collaborative team that values expertise, creativity, and results-driven approach. If you're passionate about inheritance tax and eager to make a difference, we encourage you to apply.
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