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Senior Tax Advisory Manager

2 months ago

Leeds, Leeds, United Kingdom Clark Wood Full time

Clark Wood, specialists in Accountancy Practice and Tax recruitment, are partnering with a prominent Yorkshire-based firm to fill an experienced Tax Advisory Manager position in Leeds.

About the Role:

The successful candidate will be responsible for managing the firm's Trust and Estate clients, providing advisory and compliance services in this capacity. They will also work closely with the advisory team on various projects.

This is an excellent opportunity for a driven professional to join a leading firm in Leeds, where they will have a high level of responsibility and autonomy, and be rewarded with a competitive salary and benefits package.

Duties and Responsibilities:
  1. Maintaining relationships with clients to obtain relief from inheritance tax and mitigate exposure to inheritance tax.
  2. Dealing with ten year and exit charges and planning around these as they arise.
  3. Advising trustees on income distributions and tax repayable.
  4. Preparing the firm's Trust Accounts and tax returns, ensuring compliance with HMRC.
Requirements:
  1. CTA Qualified or ACA/ACCA/QBE equivalent experience.
  2. Strong Personal Tax experience within a practice environment.
  3. Trusts & Estates advisory experience.

The estimated salary for this role is £60,000-£80,000 per annum, depending on experience.