Account Assistant à United States

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities:

1. Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
2. Lead business development efforts to expand client services and grow the tax portfolio.
3. Enhance awareness and exposure of the firm's comprehensive tax services.

Ideal Candidate:

1. CTA or ACA Qualified.
2. Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
3. Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information:

This Taunton office is commutable from areas all across Somerset, Wellington, Tiverton, Bridgwater, Langport etc.

For more details about this exciting opportunity, please contact Richard Clark at Clark Wood:

Phone: 01173 291052