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
Trusts Manager in Shrewsbury employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
