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​Personal Tax & Trust Manager

  • Location


  • Sector:

    Personal Tax, Trusts, Private Client Tax

  • Contract Type:


  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

  • Contact phone:

    07951 392741

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:

    Jack Wood

Personal Tax & Trust Manager


£Dependent on Experience


Clark Wood are currently working with a Top 20 firm who are looking for a Personal Tax & Trust Manager in their Peterborough office


As a Personal Tax & Trust Manager your role will include:


The position involves managing a portfolio of personal tax and trust clients, comprising of large family office groups, high net worth individuals and family trusts.


The allocation of work includes: self-assessment tax returns for wealthy individuals, partnership and trusts; associated tax computations including CGT calculations on securities, chattels and property transactions; completion of estate tax returns; and all related and complex aspects of looking after the tax affairs of a variety of high net worth private clients.


Our client in Peterborough is looking for the following skills;


Specific experience of the following is highly desirable – trusts, partnerships, employment tax, accounts preparation, claims and elections and residence and domicile experience.


You should already have had broad exposure to personal tax compliance but desire greater responsibility and an opportunity to demonstrate your flair for organisation by ensuring the smooth operation of a tax department’s compliance process


Alternatively, you are running a portfolio of complex personal tax clients successfully but want to widen your technical skills and experience to include advisory projects.


For further information on this role please contact Jack Wood at Clark Wood - / 07951 392741