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