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Private Client Tax Senior Manager

  • Location

    Chesterfield

  • Sector:

    Tax, Mixed Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Contact:

    Jack Wyatt

  • Contact email:

    jwyatt@clark-wood.co.uk

  • Contact phone:

    07880 255933

  • Job ref:

    JG-17917

  • Published:

    22 days ago

  • Expiry date:

    2024-10-31

  • Consultant:

    Jack Wyatt

​Private Client Tax Senior Manager
Chesterfield
£60,000 - £80,000

Clark Wood is thrilled to collaborate with a prestigious regional firm in Chesterfield, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Senior Manager to join this dynamic team.

This renowned firm has an excellent reputation across Chesterfield and South Yorkshire, making this a key appointment during an exciting period of growth.

This successful person will regularly advise on the full spectrum of private client tax advice including the following:

IHT reviews and bespoke, complex planning to mitigate

Implementation and management of trust planning

Preparation of Wills

Property tax planning

Offshore aspects (although not essential)

Residency and Domicile aspects for HNWs (although not essential)

Estate planning and administration

Review of compliance documents (including trust returns, IHT forms, some personal tax returns for HNWs).

The successful candidate must be CTA Qualified and have a least 5 years’ experience advising on inheritance tax and trusts, and ideally within the administration of Estates (although not essential).

This is an excellent opportunity to join one of South Yorkshire’s strongest Tax Divisions at Senior Manager level with a clear platform to progress into Directorship.

For more information on this role, please contact Jack Wyatt at Clark Wood at jwyatt@clark-wood.co.uk or call 07880 255933

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