Private Client Tax Senior Manager

Clark Wood - Tax Recruitment; St Albans; On-site; GBP 60,000 - 75,000; Full time

Job summary

A prestigious regional firm in St Albans is seeking a Private Client Tax Senior Manager to enhance their team. The role involves advising on IHT, trust management, and estate planning, requiring at least 5 years of relevant experience and a CTA qualification. This is a key position offering growth opportunities within one of St Albans' strongest Tax Divisions.

Benefits

Bonus for referrals

Clear advancement path to Directorship

Qualifications

• At least 5 years’ experience advising on inheritance tax and trusts.
• Experience with offshore tax aspects is a plus.
• Knowledge on residency and domicile considerations for high-net-worth clients is beneficial.

Responsibilities

• Advise on IHT reviews and bespoke planning to mitigate taxes.
• Implement and manage trust planning.
• Prepare Wills and handle property tax planning.
• Review compliance documents for trusts and IHT.

Skills

Inheritance tax advice

Trust management

Estate planning

Property tax planning

Education

CTA Qualified

Job description

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.

Overview

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

Responsibilities

• 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

The successful candidate must be CTA Qualified and have a least 5 years’ experience advising on inheritance tax and trusts.

Opportunity and Contact

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 [e-mail] or call 07880 255933

Additional Information

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.