Inheritance Tax Planning Manager

14 hours ago


Watford, Hertfordshire, United Kingdom Clear IT Recruitment Full time

We are looking for an experienced Inheritance Tax Planning Manager to join our team in Hertford. As a key member of our national chartered accountancy firm, you will provide expert advice on inheritance tax and trust planning.

Key Responsibilities
  1. Maintain strong relationships with clients, providing tailored solutions for inheritance tax relief and mitigation.
  2. Develop and implement effective strategies for dealing with ten year and exit charges.
  3. Provide guidance on income distributions and tax repayable to trustees.
  4. Ensure accurate preparation of Trusts Accounts and tax returns, meeting HMRC requirements.
  5. Manage HMRC inquiries, resolving issues efficiently.
Requirements
  • Proven experience in Inheritance Tax, Trusts, and Estates, including Trust Account preparation.
  • Familiarity with Exit/Succession planning, EMI, EIS, and Share reorganisations beneficial.

A competitive salary of £65,000 - £85,000 per annum is offered, reflecting your expertise and experience.



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