Trust and Estates Consultant

14 hours ago


Watford, Hertfordshire, United Kingdom Clear IT Recruitment Full time

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.
Experience and Skills
  • 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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