Tax Manager

Clark Wood - Tax Recruitment; Greater London; On-site; GBP 62,000 - 77,000; Full time

Benefits offered by this job

Hybrid working

City / West End office

Job summary

Clark Wood is partnering with a leading UK accountancy firm to recruit an experienced Tax Manager for its Private Client team in London. The role centers on Trusts & Estates, managing a portfolio of trusts, estates and high-net-worth individuals, handling compliance and advisory work.

You will work with Partners and Directors, engaging trustees, executors and advisers, leading advisory assignments, and mentoring junior staff while expanding the portfolio.

Qualifications

• Strong UK Trusts & Estates Tax experience.
• CTA and/or STEP qualification or equivalent experience.
• Private Client Tax knowledge.
• Experience with trust and IHT compliance.
• Strong IHT and CGT knowledge.
• Confident managing clients and advisory assignments.
• Experience reviewing and developing junior staff.

Responsibilities

• Manage a portfolio predominantly comprising trusts and estates.
• Oversee trust and estate accounts and tax returns.
• Lead Trusts & Estates advisory assignments.
• Advise on Inheritance Tax and Capital Gains Tax.
• Act as a key contact for trustees, executors and HNW clients.
• Manage HMRC enquiries and settlements.
• Review work prepared by junior team members.
• Coach and develop junior staff.
• Work closely with Partners and Directors.
• Identify additional advisory opportunities across your portfolio.

Skills

Trusts & Estates Tax

Client management

Advisory work

IHT knowledge

CGT knowledge

Team coaching

Education

CTA / STEP qualification

Job description

London | £62,000 - £77,000 | Hybrid Working | Trusts & Estates Tax Manager

Clark Wood is working with a leading UK accountancy firm looking for an experienced Tax Manager to join its growing Private Client team.

This role has a strong Trusts & Estates focus, managing an interesting portfolio of trusts, estates and high-net-worth individuals while taking the lead on both compliance and advisory work.

You’ll work closely with Partners and Directors and have direct contact with trustees, executors, beneficiaries and professional advisers.

The Role

• Manage a portfolio predominantly comprising trusts and estates
• Oversee trust and estate accounts and tax returns
• Lead Trusts & Estates advisory assignments
• Advise on Inheritance Tax and Capital Gains Tax
• Act as a key contact for trustees, executors and HNW clients
• Manage HMRC enquiries and settlements
• Review work prepared by junior team members
• Coach and develop junior staff
• Work closely with Partners and Directors
• Identify additional advisory opportunities across your portfolio

What We're Looking For

• Strong UK Trusts & Estates Tax experience
• CTA and/or STEP qualified, or equivalent experience
• Good Private Client Tax knowledge
• Experience with trust and IHT compliance
• Strong IHT and CGT knowledge
• Confident managing clients and advisory assignments
• Experience reviewing and developing junior staff

What's On Offer?

• £62,000 - £77,000 salary
• Hybrid working
• Choice of City or West End London office
• High-quality Trusts & Estates advisory work
• HNW Private Client exposure
• Direct Partner and Director contact
• Genuine portfolio ownership
• Excellent career progression