At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and advising clients on tax matters.
- Company: Reputable independent firm of Chartered Accountants in Shrewsbury.
- Benefits: Competitive salary, flexible working, and generous holiday allowance.
- Other info: Opportunity for coaching junior team members and career development.
- Why this job: Join a growing team and make a real impact on high-net-worth clients.
- Qualifications: Professional qualification in tax with experience in trusts and estates.
The predicted salary is between 50000 - 65000 £ per year.
Trusts Tax Manager – Shrewsbury
Clark Wood is partnering with a highly regarded independent firm of Chartered Accountants in Shrewsbury to recruit an experienced Trusts Tax Manager for their growing tax team.
This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts.
The successful candidate will manage a broad portfolio of private clients, including high-net-worth individuals, directors, landlords, trusts, and owner-managed businesses.
Key Responsibilities
- Manage a portfolio of trusts, estates, and private clients, ensuring compliance deadlines are met.
- Prepare and review trust and estate and personal tax returns.
- Advise trustees, executors, beneficiaries, and individuals on tax matters relating to trusts and estates.
- Provide guidance on inheritance tax planning, succession planning, and capital gains tax issues.
- Support estate administration from a tax perspective, including obtaining probate valuations and assisting with relevant HMRC submissions.
- Review technical work prepared by junior team members and provide coaching and mentoring.
About You
- ATT, CTA, ACA, ACCA or equivalent professional qualification.
- Significant experience in private client tax, with a strong focus on trusts and estates.
- Excellent understanding of UK trust taxation, inheritance tax, capital gains tax, and estate administration.
- What's on Offer
- Competitive salary of
- £50,000 – £65,000
- (depending on experience)
- Flexible and hybrid working arrangements
- Generous holiday allowance
- If you’re an experienced
- Trusts Manager looking for a new opportunity in
Shrewsbury , we’d be delighted to hear from you.
For more information, contact Will Langdon at Clark Wood
- will@clark-wood. co. uk
- 07920 557121
- #J-18808-Ljbffr
Trusts Manager employer: Clark Wood - Tax Recruitment
Join a highly regarded independent accountancy practice in Chester, where you will be part of a supportive team dedicated to your professional growth. With a focus on work-life balance, the firm offers hybrid working, generous holiday allowances, and flexible hours, making it an ideal environment for a CTA-qualified tax professional looking to enhance their advisory experience while managing a diverse portfolio of clients.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
