Trust and Estates Consultant
14 hours ago
Clear IT Recruitment is hiring a Trust and Estates Consultant to work in our Hertford office. As a specialist in inheritance tax planning, you will join our top 100 national chartered accountancy firm, offering a full range of services.
Job Summary- Build and maintain strong client relationships, delivering bespoke inheritance tax solutions.
- Plan and implement effective strategies for dealing with ten year and exit charges.
- Provide expert guidance on income distributions and tax repayable to trustees.
- Prepare accurate Trusts Accounts and tax returns, meeting HMRC requirements.
- Manage HMRC inquiries, ensuring efficient resolution.
- Essential experience in Inheritance Tax, Trusts, and Estates, including Trust Account preparation.
- Familiarity with Exit/Succession planning, EMI, EIS, and Share reorganisations advantageous.
The estimated salary for this role is £70,000 - £90,000 per annum, commensurate with your experience and qualifications.
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