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Permanent

Private Client Tax Senior Manager

Chesterfield
money-bag £150,000-200,000 per annum
Posted 1 week ago

Overview

Private Client Tax Senior ManagerChesterfield£60,000 - £80,000Clark 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.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 mitigateImplementation and management of trust planningPreparation of WillsProperty tax planningOffshore aspects (although not essential)Residency and Domicile aspects for HNWs (although not essential)Estate planning and administrationReview of compliance documents (including trust returns, IHT forms, some personal tax returns for HNWs)Qualifications and Experience

CTA Qualifiedat least 5 years’ experience advising on inheritance tax and trustsideally within the administration of Estates (although not essential)Opportunity and Progression

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 jwyatt@clark-wood.co.uk or call 07880 255933If 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 ..... full job details .....

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