Private Client Tax Senior Manager

Clark Wood - Tax Recruitment; Chesterfield; On-site; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise de recrutement de renom recherche un Senior Manager en fiscalité privée à Chesterfield. Le candidat idéal rejoindra une équipe dynamique et contribuera à des projets variés en matière de planification successorale tout en bénéficiant d'opportunités d'évolution vers un poste de direction. Le poste requiert une qualification CTA et une expérience significative dans le domaine.

Qualifications

• Minimum de 5 ans d'expérience dans le conseil en fiscalité privée.
• Expérience en administration successorale appréciée, mais non essentielle.

Responsibilities

• Conseiller sur la planification fiscale complexe.
• Mettre en œuvre et gérer la planification de fiducies.
• Préparer des testaments et des documents de conformité.

Skills

Fiscalité des successions

Planification successorale

Transferts d'actifs

Education

CTA qualification

Job description

Private Client Tax Senior Manager
Chesterfield
£60,000 - £80,000

Clark Wood is excited to partner with a prestigious regional firm in Chesterfield that is expanding its Private Client team due to growth and recent acquisitions. We are seeking a Private Client Senior Manager to join this dynamic team.

This reputable firm has an excellent reputation across Chesterfield and South Yorkshire, making this a key appointment during an exciting period of growth.
The successful candidate will regularly advise on a full spectrum of private client tax matters, including:

• 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, and some personal tax returns for HNWs)

The ideal candidate must be CTA qualified with at least 5 years’ experience advising on inheritance tax and trusts. Experience in estate administration is desirable but not essential.

This role offers an excellent opportunity to join one of South Yorkshire’s leading Tax Divisions at Senior Manager level, with a clear pathway to progression into Directorship.

For more information, please contact Jack Wyatt at Clark Wood via email at [e-mail] or call 07880 255933.

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