Private Client Tax Senior Manager
Posted a day ago
- Chesterfield, Derbyshire
- Any
- External
- Expires In 3 months
Private Client Tax Senior Manager
Chesterfield
£60,000 - £80,000
Clark Wood is thrilled to collaborate with a prestigious regional firm in Chesterfield, 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 Chesterfield and South Yorkshire, making this a key appointment during an exciting period of growth.
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)
Minimum Requirements:
The successful candidate must be CTA Qualified and have at least 5 years’ experience advising on inheritance tax and trusts, and ideally within the administration of Estates (although not essential).
This is an excellent opportunity to join one of South Yorkshire’s 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 ##### or call 07880 255933.
#J-18808-Ljbffr
Chesterfield
£60,000 - £80,000
Clark Wood is thrilled to collaborate with a prestigious regional firm in Chesterfield, 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 Chesterfield and South Yorkshire, making this a key appointment during an exciting period of growth.
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)
Minimum Requirements:
The successful candidate must be CTA Qualified and have at least 5 years’ experience advising on inheritance tax and trusts, and ideally within the administration of Estates (although not essential).
This is an excellent opportunity to join one of South Yorkshire’s 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 ##### or call 07880 255933.
#J-18808-Ljbffr