Private Client Tax Senior Manager

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

Job description

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.

Responsibilities:

1. IHT reviews and bespoke, complex planning to mitigate
2. Implementation and management of trust planning
3. Preparation of Wills
4. Property tax planning
5. Offshore aspects (although not essential)
6. Residency and Domicile aspects for HNWs (although not essential)
7. Estate planning and administration
8. Review of compliance documents (including trust returns, IHT forms, some personal tax returns for HNWs)

Minimum Requirements:

The successful candidate must be CTA Qualified and have at 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.