At a Glance
- Tasks: Manage trusts and estates, ensuring compliance and advising clients on tax matters.
- Company: Join a respected 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 growth.
- Why this job: Make a real impact by guiding high-net-worth clients through complex tax issues.
- Qualifications: Professional qualification in tax with significant 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 in Shrewsbury employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
