Inheritance Tax Specialist

1 day ago


Shrewsbury, Shropshire, United Kingdom Alexander Lyons Solutions Full time

Elevate your career in Inheritance Tax Advisory with Alexander Lyons Solutions.

About the Role

We'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.
About You

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.
About Us

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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