Estate planning jobs in BromsgroveCreate job alerts

If you are a tax professional who enjoys building strong client relationships and delivering meaningful advice, this could be the opportunity that changes the pace of your career. All potential candidates should read through the following details of this job with care before making an application. This Tax Manager / Senior Manager role offers the chance to work on complex and interesting projects while maintaining genuine client contact. Instead of being buried in routine work, you will play a visible role supporting business owners, high net worth individuals, and growing organisations with strategic planning and compliance. You will join a collaborative environment where experienced professionals work closely together, sharing knowledge and tackling challenging advisory work. As a Tax Manager / Senior Manager, you will be trusted to manage your own portfolio, develop client relationships, and contribute to planning projects that have real impact. If you are looking for a role where your technical expertise is valued and your ideas are welcomed, this could be the move that brings fresh energy to your career. Role Overview • Manage the tax compliance and advisory work for a varied portfolio of clients, • Build long-term relationships as a key point of contact for clients, • Review work prepared by team members to ensure technical accuracy, • Deliver tax planning projects including restructuring, demergers, and management buyouts, • Provide advice around inheritance tax, trusts, and estate planning for business owners and high net worth individuals, • CTA, ATT, ACCA, ACA qualified or equivalent professional qualification, • Strong background in personal or mixed tax, ideally within a practice environment, • Broad technical knowledge across income tax, CGT, trusts, IHT and related HNWI issues, • Experience managing a portfolio of clients and providing trusted advice, • Confident communicator who enjoys building client relationships, • Competitive salary, depending on experience, • Flexible working to support work-life balance, • Ongoing support for professional and personal development, • 25 days annual leave plus bank holidays, • Health and wellbeing benefits Addington Ball is a specialist finance and accounting recruitment consultancy based in the Midlands. xrnqpay We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/261415 - Tax Manager / Senior Manager

Deliver engaging technical training sessions on financial planning topics, such as pensions, savings & investments, tax planning, protection and estate planning tailored to audiences across the business. The purpose of this role is to design, develop and deliver high-quality training on financial pl

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. The Opportunity:In this role as a Estate Planning Consultant, you will havefreedom over your schedule, fant.

You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Analyse complex family and financial situations to determine appropriate estate planning and t

A leading tax and advisory firm in the UK is looking for a Tax Manager to provide expert advice in UK and Isle of Man taxation.The ideal candidate will have at least 5 years’ experience in tax, relevant qualifications such as ACA or ACCA, and the ability to mentor junior staff.Responsibilities inc

A well-established law firm in the UK is seeking a Private Client Solicitor to handle a varied caseload with a strong focus on inheritance tax planning and estate administration.

A luxury real-estate development group in the United Kingdom is seeking a proactive and detail-oriented Project Manager to join their Real Estate team. The role involves planning, coordinating, and executing construction projects in tropical environments.

Self-employed Estate Planning Consultant. We're looking for experienced estate planning consultants to cover various locations across the UK. Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services.

Estate planning, including inheritance tax advice and setting up trusts. Drafting and advising on probate applications and administering estates. Strong technical knowledge of probate and estate administration.

A leading legal firm in East Midlands is seeking a Private Client Solicitor to manage a varied caseload, including IHT planning and estate administration.

Join us as a Real Estate Portfolio Analytics & Planning, Senior Analyst to take your career to the next level with a global market leader. This is a fantastic role reporting to our Global Head of Strategy and Portfolio Management, where you will drive advanced financial and data-driven insights to e

A leading estate planning firm in the United Kingdom is seeking a Self-employed Estate Planning Consultant. You will discuss legal planning options with customers, requiring up-to-date knowledge of estate planning products such as Wills, LPAs, and Trusts. Applicants should have proven experience in

A leading tax consultancy in Greater London is seeking a Manager for their Private Client Team.The successful candidate will deliver tax advisory and compliance services to high-net-worth individuals, overseeing both UK and international clients.Key responsibilities include reviewing tax returns, pr

This internship offers hands‑on experience in estate planning, including client consultations, will preparation, and legal documentation, ideal for law or legal‑interested students seeking practical exposure. Attend client consultations to observe and support estate planning procedures. Enrolled

Stanford Real Estate Partners are working with a leading real estate and asset management business to hire a Financial Planning Analyst. Support annual planning, strategic reviews, capex evaluations and corporate planning cycles. Financial Planning Analyst will be responsible for budgeting, forecast

A growing tech company in London seeks a Private Client Solicitor to craft bespoke wills and advise on trusts and estate planning. You will engage with clients to understand their needs and provide expert guidance on wealth preservation and inheritance tax planning.

A leading UK estate planning firm is seeking a Self-employed Estate Planning Consultant to provide expert legal guidance and assistance to clients. Ideal candidates will have proven experience in estate planning and interpersonal skills to effectively communicate complex legal concepts.

Portfolio Analytics and Planning Lead, EMEA & APAC page is loaded## Portfolio Analytics and Planning Lead, EMEA & APAClocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR2600791Join us as a Portfolio Analytics and Planning Lead, EMEA & APAC to take your career t

Join a team that aims to change the legal landscape around death planning and deliver empathetic support to clients.

A respected law firm in York, North Yorkshire, seeks an experienced Private Client Solicitor with at least 5 years' PQE to manage a varied caseload including wills, trusts, probates and estate administration.

A boutique estate planning firm in Greater London seeks a Mortgage Advisor to provide expert advice during estate planning consultations.

A top City and International firm in Greater London is seeking a planning lawyer with 4-6 years of experience to join their real estate team. Responsibilities include negotiating complex planning agreements, advising on infrastructure projects, and providing support for the transactional real estate

A reputable legal firm in Cradley Heath seeks an experienced Senior Trusts Lawyer to specialise in estate planning for high-net-worth clients.

A leading independent law firm in Greater London is looking for a dedicated professional to join their planning team. The role involves advising clients on various planning law matters, including drafting agreements and managing appeals. Candidates should have a strong passion for planning law, exce

This role offers the opportunity to work with a small, dedicated team, providing comprehensive legal services in areas such as Wills, Probate, and Estate Planning.

You will develop and implement market real estate plans aligned with CRE enterprise strategy, working closely with the Corporate Real Estate Regional Senior Director and team. Shape business vision and requirements through platform planning sessions. Contribute to annual planning and quarterly portf

An established industry player is seeking an experienced Private Client Solicitor to join their Brighton office.This role offers the opportunity to deliver exceptional legal services to a growing clientele while engaging in marketing events and fostering client relationships.The firm emphasizes a fl

A leading UK law firm is looking for a Managing Associate to join their Real Estate – Infrastructure, Planning, and Parliamentary team in London. Candidates must be qualified solicitors with strong analytical and organizational skills, as well as a robust background in real estate and infrastructu

The role will involve advising clients on all aspects of planning including the drafting and negotiation of section 106 agreements, permitted development rights, certificates of lawfulness, compulsory purchase orders, objecting to planning applications, planning appeals and challenges, enforcement a

A leading estate planning provider is seeking self-employed Estate Planning Consultants across the UK. Ideal candidates will have proven experience in estate planning, excellent interpersonal skills, and a full UK driver's license. Responsibilities include discussing the benefits of legal planning p

A leading legal firm in Greater London is seeking a Planning Solicitor with over 3 years PQE. Responsibilities include managing a caseload, drafting agreements, and advising clients on planning law matters.

Self-employed Estate Planning Consultant. We’re looking for experienced estate planning consultants to cover various locations across the UK. Estate Planning Assistant software.

The firm enjoys an excellent reputation in the delivery of private client services including all aspects estate planning, wealth protection, family & matrimonial services, property investment and residential conveyancing. Acting for a diverse range of clients (including wealthy individuals and busin

A leading law firm in the UK is seeking a Private Client Solicitor to provide legal advice to high-net-worth clients.The ideal candidate should have 1-10+ years of experience in private client law and strong communication skills.Responsibilities include managing probate cases, drafting legal documen

Estate planning, including inheritance tax advice and setting up trusts. Strong technical knowledge of probate and estate administration. Familiarity with HMRC processes for inheritance tax and estate returns.

A recruiting firm is seeking an Estate Services Coordinator in Greater London to manage documentation and communication within estate services. The ideal candidate has a bachelor's degree in a related field and proven experience in estate management.

The candidate will provide expert knowledge in planning law within the Real Estate practice. A leading law firm in Greater London is seeking a Senior Associate/Senior Counsel (7PQE+) to head its Planning team. Responsibilities include advising on real estate projects and leases, collaborating with c

A global financial services company is seeking a candidate in London to develop and implement market real estate plans. Candidates should have advanced proficiency in analytical tools such as Excel and Power BI, comprehensive corporate real estate experience, and strong communication skills.

A leading legal services provider is looking for a Regional Manager to join their Estate Planning team. In this role, you'll manage and support a team of estate planning consultants while ensuring delivery on targets.

The ideal candidate has 1+ years of experience in estate planning, preferably holds a STEP qualification, and is skilled in using will-writing software. A technology-driven estate planning firm in London is seeking a Paralegal - Will Drafter.

A strong private wealth advisory firm in Greater London seeks a Senior Private Client lawyer to provide expert advice on wills, trusts, probate, and estate planning.

This role involves managing a diverse caseload focused on probate and estate administration while offering the chance to shape processes in a dynamic environment.

Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in Camberley with additional new offices opening in Hartley Wintney later in the year.

The role involves managing a varied caseload focused on inheritance tax planning, estate planning, and administration for mass affluent clients.

A leading legal practice in the UK is seeking a Private Client Lawyer to join their Wills and Probate team.They are looking for both a Junior (3+ PQE) to manage their own caseload and a Senior (5+ PQE) to handle complex cases while mentoring juniors.This opportunity offers hybrid working, options fo

A rapidly growing tech company in Greater London seeks a General Manager to drive its estate planning services towards becoming a leading brand.