Personal Tax Senior Manager

Clark Wood; Sheffield; On-site; GBP 55,000 - 70,000; Full time

Job summary

A leading regional firm in Sheffield is looking for a Private Client Senior Manager to join their expanding team. The role involves providing comprehensive tax advice to private clients, including inheritance tax management and estate planning, with opportunities for career progression into Directorship. This position is ideal for a qualified professional seeking to advance their career in a reputable firm.

Benefits

Opportunity for Directorship

Referral Bonus

Qualifications

• Minimum 5 years' experience advising on inheritance tax and trusts.
• Experience in estate planning and management preferred but not essential.

Responsibilities

• Advise on private client tax matters, including IHT reviews and trust management.
• Prepare Wills and oversee property tax planning.
• Review compliance documents including trust returns and IHT forms.

Skills

Inheritance Tax

Trust Planning

Estate Administration

Tax Compliance

Education

CTA Qualified

Job description

Clark Wood is thrilled to collaborate with a prestigious regional firm in Sheffield, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Senior Manager to join this dynamic team.

This renowned firm has an excellent reputation across Sheffield and South Yorkshire, making this a key appointment during an exciting period of growth.

This successful person will regularly advise on the full spectrum of private client tax advice including the following:

IHT reviews and bespoke, complex planning to mitigate

Implementation and management of trust planning

Preparation of Wills

Property tax planning

Offshore aspects (although not essential)

Residency and Domicile aspects for HNWs (although not essential)

Estate planning and administration

Review of compliance documents (including trust returns, IHT forms, some personal tax returns for HNWs).

The successful candidate must be CTA Qualified and have a least 5 years’ experience advising on inheritance tax and trusts, and ideally within the administration of Estates (although not essential).

This is an excellent opportunity to join one of South Yorkshire’s strongest Tax Divisions at Senior Manager level with a clear platform to progress into Directorship.

For more information on this role, please contact Jack Wyatt at Clark Wood at [e-mail] or call 07880 255933

If this specific vacancy isn't what you're looking for, please reach out to explore other opportunities. You can send us your CV or contact us directly. Refer a friend or colleague to us and receive at least £500 in vouchers if we help them secure a permanent role.

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