Private Client Tax Senior Manager

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

Job summary

A prestigious regional firm in Chesterfield is seeking a Private Client Tax Senior Manager to advise on inheritance tax, trust planning, and estate administration. With a competitive salary of £60,000 - £80,000, this role offers clear progression opportunities into Directorship. Candidates should be CTA qualified with at least 5 years of relevant experience.

Qualifications

• Minimum 5 years’ experience advising on inheritance tax and trusts.
• Experience within the administration of Estates preferred.
• Ability to handle complex tax planning.

Responsibilities

• Advise on full spectrum of private client tax advice.
• Prepare Wills and review compliance documents.
• Implement and manage trust planning.

Skills

Inheritance tax advice

Trust planning

Estate planning

Property tax planning

Education

CTA Qualified

Job description

Overview

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

Clark Wood is thrilled to collaborate with a prestigious regional firm in Chesterfield, 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 Chesterfield 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)

Qualifications & Experience

• CTA Qualified
• at least 5 years’ experience advising on inheritance tax and trusts
• ideally within the administration of Estates (although not essential)

Opportunity & Progression

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

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