Tax Senior Manager
4 weeks ago
Clark Wood is seeking a highly experienced Private Client Senior Manager to join its dynamic team in Sheffield. This is an excellent opportunity to work with a prestigious regional firm and contribute to the growth and success of its Private Client team.
Key Responsibilities:
- Provide expert advice on inheritance tax and trust planning, including bespoke planning to mitigate tax liabilities.
- Implement and manage trust planning, ensuring compliance with relevant regulations.
- Prepare wills and estate plans for high net worth individuals.
- Develop and implement property tax planning strategies.
- Advise on offshore aspects, including residency and domicile for high net worth individuals.
- Review and manage compliance documents, including trust returns and IHT forms.
Requirements:
The successful candidate must be CTA qualified and have at least 5 years' experience advising on inheritance tax and trusts. Experience in estate administration is desirable but not essential.
This is a fantastic opportunity to join a strong Tax Division at Senior Manager level and progress into Directorship. Clark Wood is committed to providing a supportive and challenging environment for its employees to grow and develop their careers.
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