Tax Manager

Clark Wood is working with a well-established firm of accountants who are looking to recruit an Assistant Manager or Manager into their Private Client Tax team.
 
This is an excellent opportunity to take ownership of a varied portfolio of trusts, estates and high-net-worth individuals, providing a combination of trust accounting, tax compliance and advisory services.
 
The role will involve managing client relationships, overseeing trust accounts and tax returns, advising on inheritance tax and capital gains tax matters, and supporting clients with wider estate and succession planning requirements.
 
You will also play an important role in reviewing work and supporting the development of junior team members, while contributing to the continued growth of the team.
 
The role will involve:

- Managing a portfolio of trusts, estates and high-net-worth individuals.
- Acting as a key point of contact for trustees, beneficiaries and professional advisers.
- Reviewing trust accounts and trust tax returns.
- Reviewing personal tax returns and more complex compliance work.
- Preparing and reviewing inheritance tax returns and capital gains tax computations.
- Advising on trust taxation, estate administration and succession planning.
- Dealing with 60-day capital gains tax property reporting requirements.
- Identifying tax planning opportunities and providing practical client advice.
- Liaising with HMRC, solicitors and financial advisers.
- Reviewing the work of junior team members and providing guidance and support.
- Managing workflow and ensuring deadlines and service standards are maintained.

 
The successful candidate will:

- Be ATT, CTA, ACA or ACCA qualified, or equivalent.
- Have relevant experience within Private Client Tax and Trusts.
- Possess strong technical knowledge of trust accounts and trust taxation.
- Have experience managing client relationships and overseeing compliance work.
- Have a good understanding of inheritance tax and capital gains tax.
- Be confident reviewing work and supporting more junior colleagues.
- Have strong organisational and communication skills.

 
This is a great opportunity for an experienced Trust and Private Client Tax professional looking to take the next step in their career, with the opportunity to develop their technical expertise, manage an interesting portfolio and play an active role within an established team.
 
For further information, please contact Will Langdon at Clark Wood – will@clark-wood.co.uk / 07920557121
 
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