Trusts and Estates Specialist

1 month ago


Leeds, Leeds, United Kingdom Clark Wood Full time

A leading Yorkshire-based firm is seeking an experienced Tax Advisory Manager to join their team in Leeds, working closely with the advisory team on various projects.

About the Firm:

Clark Wood, specialists in Accountancy Practice and Tax recruitment, partner with leading firms to recruit top talent.

The successful candidate will have a high level of responsibility and autonomy, and be rewarded with a competitive salary and benefits package.

Duties and Responsibilities:
  1. Maintaining client relationships to achieve effective inheritance tax mitigation strategies.
  2. Managing Trust and Estate client portfolios, including dealing with ten year and exit charges.
  3. Providing expert advice to trustees on income distributions and tax repayment.
  4. Preparing Trust Accounts and tax returns, ensuring HMRC compliance.
Requirements:
  1. CTA Qualified or equivalent experience (ACA/ACCA/QBE).
  2. Proven Personal Tax expertise in a practice environment.
  3. Experience in Trusts & Estates advisory.

The estimated salary range for this role is £65,000-£90,000 per annum, based on experience.



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