Private Client Tax Advisor
1 month ago
About Clark Wood
Clark Wood is a leading recruitment agency in the UK, specializing in tax and accountancy jobs. We are excited to partner with a prestigious regional firm in Sheffield to find a highly skilled Private Client Tax Advisor.
About the Role
We are seeking an experienced Senior Manager to join their dynamic Private Client team. The successful candidate will advise on a wide range of private client tax matters, including IHT reviews, trust planning, and estate administration.
Key Responsibilities
- Conducting IHT reviews and developing bespoke tax planning strategies
- Implementing and managing trust planning for high net worth individuals
- Preparing Wills and advising on property tax planning
- Managing offshore aspects of tax planning (optional)
- Reviewing residency and domicile aspects for high net worth individuals (optional)
- Estate planning and administration
- Reviewing compliance documents, including trust returns and IHT forms
Requirements
The ideal candidate will be CTA qualified with at least 5 years' experience advising on inheritance tax and trusts. A background in estate administration is also desirable.
What We Offer
This is an excellent opportunity to join one of South Yorkshire's strongest tax divisions as a Senior Manager. With a clear career progression path, you can look forward to advancing to Directorship in the future.
Salary
The salary for this role is £80,000 - £100,000 per annum, depending on experience.
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