Senior Tax Planner: IHT & Succession Strategy

Oldfield Accountancy & Advisory is seeking a Senior Tax Manager in Coventry or Leeds to lead complex personal tax planning projects for owner-managed businesses. You will drive conversations on Inheritance Tax planning, trusts, and bespoke wills, designing robust structures that are understandable and actionable for clients.

You'll manage projects from initial planning through to completion, coordinating solicitors, HMRC filings, and client communications.