Tax Advisory Manager

3 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. Manage ten-year and exit charges, planning for clients to minimize tax exposure.
  3. Advise trustees on income distributions and tax repayments.
  4. Prepare Trusts Accounts and tax returns, ensuring compliance with HMRC regulations.
Requirements:
  1. Essential to have specialist experience in Inheritance Tax, Trusts, and Estates, including Trust Account preparation.
  2. Proven expertise in exit/succession planning, including purchase of own shares, MBO, HMRC Clearance Applications, 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.
  5. Strong project management, analytical, IT, and communication skills.
Personal Qualities:
  1. Excellent communication and interpersonal skills, being confident liaising with a wide range of clients.
  2. Strong analytical and problem-solving skills, with the ability to manage multiple projects simultaneously.
  3. Excellent IT skills, with proficiency in relevant software and systems.

Clear Legal Recruitment Limited is a leading recruitment agency specializing in legal and financial services. If you are a motivated and experienced Tax Advisory Manager looking for a new challenge, please do not hesitate to contact us.


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