Chartered Accountant jobs in United Kingdom
Private Client Tax Senior Manager
Clark Wood - Tax Recruitment
Private Client Tax - Senior Manager (Nottingham)
KPMG United Kingdom
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Client Accountant - Property & Real Estate
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Private Client Tax Senior Manager
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
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
Education
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.
This successful person will regularly advise on the full spectrum of private client tax advice including the following:
- 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)
The successful candidate must be CTA Qualified and have a 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
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