Trusts Senior

2 weeks ago


Newcastle upon Tyne, United Kingdom Clark Wood Full time

Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.

Clark Wood are currently working with a specialist tax boutique who are looking to recruit a Trust Tax Accountant in their Newcastle office office.

As a Trust Tax Accountant you will assist in the provision of specialist advice on Private Client focussed matters including trusts (employment related trusts, family trusts and potentially charitable trusts and foundations), IHT/Estate planning, CGT planning, wills and probate.

As part of the role you will be responsible for a portfolio of trust clients and will require a working knowledge of various types of trusts and trust structures. You will need strong communication skills as the role includes liaising with clients as well as lawyers, intermediaries and other service providers.

**Duties**:

- Maintain and develop existing relationships with clients and assist in developing new relationships with third party referrers and their clients.
- Assisting in managing private client matters, with a particular focus on trusts.
- Administration of trusts and estates (including tax compliance, accounts preparation and record keeping).
- Advising on Inheritance Tax and Capital Gains Tax matters (including planning).
- Assisting with estate planning reviews for clients focussing on asset protection.

**Skills**:Ideally ACA / CTA / ATT / STEP qualified

Knowledge of private client tax / trust and estate tax and planning experience from a professional advisory firm would be beneficial.



  • Newcastle upon Tyne, United Kingdom The Newcastle upon Tyne Hospitals NHS Foundation Trust Full time

    The Senior Procurement Specialist is part of the Supplies and Procurement team and is the procurement lead for the successful delivery of projects within the aligned business area. The post holder will provide expert advice concerning successful contracting within public procurement regulations and the Trusts internal regulations and policies. Responsible...


  • Newcastle upon Tyne, United Kingdom BCL Legal Full time

    SENIOR PRIVATE CLIENT SOLICITOR - NEWCASTLE Full service Commercial Law Firm, with brand new offices in the heart of Newcastle City Centre - Highly regarded and long established Private Client team You will be handling your own busy caseload of Private Client matters including Wills, administration estates, LPAs, trusts and estate planning - You...


  • Newcastle upon Tyne, United Kingdom QED Legal LLP Full time

    Senior Private Client Solicitor - Newcastle QED Legal are excited to have teamed up with a leading North East firm who are looking for a Senior Private Client Lawyer to join their growing team. The Role: As a Senior Private Client Solicitor, you'll manage a diverse caseload encompassing Wills, estate administration, LPAs, trusts, and estate...

  • Senior Administrator

    19 hours ago


    Newcastle upon Tyne, United Kingdom Page Personnel - UK Full time

    Great opportunity to work for a Public Sector business - Immediate start with potential long-term opportunities **About Our Client**: The client is a Public Sector and Government organisation based in Newcastle. - The key responsibilities of the Senior Administrator are:*Manage and Monitor requests to meet agreed Requirements.- Support Contact Centre Agents...


  • Newcastle upon Tyne, United Kingdom FIND | Creating Futures Full time

    My client is a prestigious and successful schools trust who is seeking an HR Manager to join their team. Reporting into the Senior Leadership Team, this is an excellent role for an experienced standalone HR Manager who can oversee all aspects of the HR function across four schools. Supported by an HR Administrator, this key role will ensure that an efficient...


  • Newcastle upon Tyne, United Kingdom BCL Legal Full time

    SENIOR PRIVATE CLIENT SOLICITOR - NEWCASTLE 5+ PQE to PARTNER LEVEL THE FIRM - Full service Commercial Law Firm, with brand new offices in the heart of Newcastle City Centre - Highly regarded and long established Private Client team THE ROLE - You will be handling your own busy caseload of Private Client matters including Wills, administration...

  • Senior Private Client Solicitor/Partner

    Found in: beBee jobs GB - 2 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom QED Legal Full time

    Senior Private Client Solicitor - Newcastle Experience Level: 5+ PQE to Partner Level QED Legal are excited to have teamed up with a leading North East firm who are looking for a Senior Private Client Lawyer to join their growing team. You will be joining a strong team of 14 people, with 3 existing Partners in the department. This is a unique opportunity...


  • Newcastle upon Tyne, United Kingdom Northumbria Healthcare NHS Foundation Trust Full time

    As part of the central Procurement Service and reporting into the Procurement Business Partner, the Senior Procurement Specialist will be responsible for the delivery of a defined number of strategic procurement activities across Northumbria Healthcare Facilities Management, the Trust and Northumbria Primary Care. The successful applicant(s) will...


  • Newcastle upon Tyne, United Kingdom LTM Recruitment Specialists Ltd Full time

    The Opportunity An excellent opportunity for a Senior Electrical Estimator to work for a successful, regional and very well established M&E contractor who have recently won a number of new contracts including commercial, Hospitals and Public projects, as an Estimator you can work on site or office based in North East. * Commercial * Retail *...


  • Newcastle upon Tyne, United Kingdom The Newcastle upon Tyne Hospitals NHS Foundation Trust Full time

    **Clinical**: Day to day care of pre - and post-operative cardiac and thoracic surgery patients on the wards, clinics and theatres Perform operations as a first operator (with consultant supervision) if appropriate as well as assist in theatres depending on the level of experience Attend outpatient clinics to see new or follow patients under the supervision...


  • Newcastle upon Tyne, United Kingdom LTM Recruitment Specialists Ltd Full time

    The Opportunity An excellent opportunity for a Senior Electrical Estimator to work for a successful, regional and very well established M&E contractor who have recently won a number of new contracts including commercial, Hospitals and Public projects, as an Estimator you can work on site or office based in North East. * Commercial * Retail * Industrial ...

  • Senior / Electrical Estimator

    Found in: Whatjobs ES C2 - 5 days ago


    Newcastle upon Tyne, United Kingdom LTM Recruitment Specialists Ltd Full time

    The OpportunityAn excellent opportunity for a Senior Electrical Estimator to work for a successful, regional and very well established M&E contractor who have recently won a number of new contracts including commercial, Hospitals and Public projects, as an Estimator you can work on site or office based in North East. * Commercial * Retail * Industrial *...

  • Senior Workforce Information Analyst

    Found in: Talent UK C2 - 2 weeks ago


    Newcastle upon Tyne, United Kingdom Northumbria Healthcare NHS Foundation Trust Full time

    Job summary We have an exciting opportunity in our Workforce Systems Team for a full-time, permanent Senior Workforce Information Analyst. Working closely with the wider team you will support the delivery of the HR/OD Strategy, possess an understanding and awareness of national NHS reporting requirements, data standards, and definitions, information...


  • Newcastle upon Tyne, United Kingdom LTM Recruitment Specialists Ltd Full time

    The Opportunity An excellent opportunity for a Senior Electrical Estimator to work for a successful, regional and very well established M&E contractor who have recently won a number of new contracts including commercial, Hospitals and Public projects, as an Estimator you can work on site or office based in North East. CommercialRetailIndustrialBuilding a...

  • Senior Private Client Solicitor/Partner

    Found in: beBee S GB - 2 weeks ago


    Newcastle Upon Tyne, United Kingdom QED Legal Full time

    Senior Private Client Solicitor - Newcastle Experience Level: 5+ PQE to Partner Level QED Legal are excited to have teamed up with a leading North East firm who are looking for a Senior Private Client Lawyer to join their growing team. You will be joining a strong team of 14 people, with 3 existing Partners in the department.  This is a unique opportunity...


  • Newcastle upon Tyne, United Kingdom Cumbria, Northumberland, Tyne and Wear NHS Foundation Trust Full time

    This post is suitable for individuals who are enthusiastic about delivering excellent patient care and getting involved in medical education. It will allow you gain skills and experience in teaching whilst you also develop your knowledge and skills in psychiatry. You will be working alongside other keen and extremely passionate educationists and supportive...

  • Mid-weight/ Senior Planner

    Found in: Talent UK C2 - 1 week ago


    Newcastle upon Tyne, United Kingdom Drummond Central Full time

    We’re on the lookout for a Senior/Mid-weight Planner to join our expanding team. If you’ve got 3 or more years under your belt as a brand planner or strategist and want to work somewhere with insight-led strategy at its heart, you’ve come to the right place. Energetic, creative and curious? Perfect. We’re looking for a natural-born truth seeker,...


  • Newcastle upon Tyne, United Kingdom QED Legal Full time

    Senior Private Client Solicitor - Newcastle Experience Level: 5+ PQE to Partner Level QED Legal are excited to have teamed up with a leading North East firm who are looking for a Senior Private Client Lawyer to join their growing team. You will be joining a strong team of 14 people, with 3 existing Partners in the department. This is a unique...


  • Newcastle upon Tyne, United Kingdom Crowe Watson Recruitment Full time

    An outstanding opportunity has arisen for a dedicated and dynamic Private Client Tax Semi Senior/Senior to join our prestigious Chartered Accountants firm based in Newcastle. This role is perfect for a professional who is keen to advance their career in a supportive and progressive environment. Our firm prides itself on delivering exceptional tax advisory...

  • Accounts Senior

    2 weeks ago


    Newcastle upon Tyne, United Kingdom Austin Rose Associates Full time

    General Practice Senior - Top 20 Firm - Newcastle - Newcastle upon Tyne - UK, North East, Tyne and Wear - (5523) Email: info@austinrose.Their consultants can be trusted to only present those individuals whoclosely match our needs, and over the years they have supported us inrecruiting many key hires from Partner level through to trainee as well... ...