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- Tasks: Lead complex tax planning and compliance for high-net-worth clients.
- Company: Join a prestigious firm in St Albans with a stellar reputation.
- Benefits: Enjoy career growth opportunities and a supportive team environment.
- Why this job: Be part of a dynamic team during an exciting growth phase.
- Qualifications: Must be CTA Qualified with 5+ years in inheritance tax and trusts.
- Other info: Contact Jack Wyatt for more details on this key appointment.
The predicted salary is between 48000 - 84000 £ per year.
Clark Wood is thrilled to collaborate with a prestigious regional firm in St Albans, 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 St Albans and Hertfordshire, making this a key appointment during an exciting period of growth.
Responsibilities
- 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 at least 5 years’ experience advising on inheritance tax and trusts.
This is an excellent opportunity to join one of St Albans’ 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 or call 07880 255933.
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Personal Tax Senior Manager employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager
✨Tip Number 1
Make sure to network with professionals in the tax and private client sector. Attend local events or seminars in St Albans and Hertfordshire to connect with potential colleagues and industry leaders.
✨Tip Number 2
Stay updated on the latest changes in inheritance tax laws and trust regulations. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. They can provide insights into the company culture and what they look for in a candidate.
✨Tip Number 4
Prepare to discuss specific examples from your past experience that showcase your expertise in IHT reviews and trust planning. Real-life scenarios can make a strong impression during the interview process.
We think you need these skills to ace Personal Tax Senior Manager
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Personal Tax Senior Manager position. Highlight your experience with IHT reviews, trust planning, and estate administration in your application.
Tailor Your CV: Customize your CV to reflect your CTA qualification and at least 5 years of relevant experience. Emphasize your expertise in inheritance tax and trusts, as well as any offshore or residency aspects you've handled.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific achievements in your previous roles that demonstrate your capability to contribute to the firm's growth.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in the tax profession.
How to prepare for a job interview at Clark Wood
✨Showcase Your Expertise
Make sure to highlight your CTA qualification and your 5+ years of experience in advising on inheritance tax and trusts. Be prepared to discuss specific cases where you've successfully implemented complex planning strategies.
✨Understand the Firm's Values
Research the firm's reputation in St Albans and Hertfordshire. Understand their approach to private client services and be ready to explain how your values align with theirs during the interview.
✨Prepare for Technical Questions
Expect questions related to IHT reviews, trust planning, and estate administration. Brush up on relevant regulations and recent changes in tax laws that could impact high-net-worth clients.
✨Demonstrate Leadership Skills
As a Senior Manager, you'll need to show that you can lead a team effectively. Prepare examples of how you've managed projects or mentored junior staff in previous roles.
