Private Client Tax Senior Manager

Private Client Tax Senior Manager
St Albans
£60,000 - £75,000

Clark Wood is thrilled to collaborate with a prestigious regional firm in St Albans, 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 St Albans and Hertfordshire, 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.

This is an excellent opportunity to join one of St Albans' 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 jwyatt@clark-wood.co.uk or call 07880 255933.