Inheritance Tax Specialist

5 days ago


Chesterfield, Derbyshire, United Kingdom Clark Wood - Tax Recruitment Full time

Tax Specialist Position

We are delighted to assist a prominent regional firm in Chesterfield in their search for an experienced Private Client Senior Manager.

The ideal candidate will possess a deep understanding of inheritance tax and trust legislation, combined with exceptional communication skills and the ability to manage complex client relationships.

This challenging role offers a unique opportunity to join a thriving tax division as a Senior Manager and take on leadership responsibilities, with the potential to advance to Directorship in the long term.

Duties and Responsibilities:

  1. IHT review and mitigation planning
  2. Trust planning and implementation
  3. Will preparation and estate administration
  4. Property tax planning and offshore considerations (as needed)
  5. HNW individual residency and domicile advice (optional)
  6. Estate planning and administration
  7. Compliance document review

Estimated Salary: £72,000 - £82,000



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