Senior Tax Specialist

1 day ago


St Albans, Hertfordshire, United Kingdom Clark Wood Full time

Clark Wood, a prestigious regional firm in St Albans, is expanding its Private Client team. We are seeking an experienced Senior Tax Specialist to join this dynamic team.

About the Role

The successful candidate will be responsible for providing expert advice on inheritance tax and trusts, including IHT reviews and bespoke planning to mitigate.

Key Responsibilities:

  1. IHT reviews and complex planning
  2. Implementation and management of trust planning
  3. Preparation of Wills
  4. Property tax planning
  5. Offshore aspects (although not essential)
  6. Residency and Domicile aspects for HNWs (although not essential)
  7. Estate planning and administration
  8. Review of compliance documents

We are looking for a CTA Qualified individual with at least 5 years' experience advising on inheritance tax and trusts. The successful candidate will have a strong understanding of tax laws and regulations.

This is an excellent opportunity to join one of St Albans' strongest Tax Divisions as a Senior Tax Specialist, with a clear platform to progress into leadership roles.



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