Tax Advisory Manager

4 weeks ago


Watford, Hertfordshire, United Kingdom Clear IT Recruitment Full time
Opportunity for a Tax Advisory Manager

A leading national chartered accountancy and business advisory firm is seeking an experienced Tax Advisory Manager to join their team in Hertford on a hybrid basis.

Key Responsibilities:
  1. Maintain relationships with clients, providing expert advice on inheritance tax relief and mitigation strategies.
  2. Deal with ten-year and exit charges, planning around these as they arise.
  3. Advise trustees on income distributions and tax repayable.
  4. Prepare the firm's Trusts Accounts and tax returns, ensuring compliance with HMRC.
Requirements:
  1. Essential to have specialist experience in Inheritance Tax, Trusts and Estates, including Trust Account preparation.
  2. Desirable skills include exit/succession planning, Enterprise Management Incentive (EMI), Enterprise Investment Scheme (EIS), and Share reorganisations.
  3. Excellent communication and interpersonal skills, with the ability to liaise with clients face-to-face and via email/telephone.
  4. Minimum of 2-3 years of tax advisory experience.
Personal Qualities:
  1. Excellent project management, analytical, IT, and communication skills.

Clear Legal Recruitment Limited is the firm behind this opportunity. If you have any questions or wish to apply, please do not hesitate to contact us.


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