Tax Trusts and Estates Senior
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What you'll do
- Preparing Trust and Estate Tax Returns.
- Managing a portfolio of clients.
- Assisting with trust and estate administration.
- Supporting advisory work across Inheritance Tax, Capital Gains Tax, succession planning and wider private client matters.
- Liaising with HMRC, trustees, executors and professional intermediaries.
What they're looking for
- Solid experience in Trusts and Estates Tax, gained within an accountancy practice or law firm.
- Legal right to work in the UK.
- Appropriate amount of practical, relevant UK tax experience.
Nice to have
- AAT, ATT or CTA qualification/part-qualification.
- Knowledge of TRS, IHT, CGT and Income Tax.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Private Client Tax Senior
North of England
An exciting opportunity has arisen to join a growing, highly regarded Private Client Tax team within an ambitious, values-led professional services firm.
Working with a varied portfolio of trusts, estates and high-net-worth individuals, you’ll have the opportunity to develop your technical knowledge across both compliance and advisory work, while building strong, long-term client relationships.
The role will involve preparing Trust and Estate Tax Returns, managing a portfolio of clients, assisting with trust and estate administration, and supporting advisory work across Inheritance Tax, Capital Gains Tax, succession planning and wider private client matters. You’ll also liaise with HMRC, trustees, executors and professional intermediaries.
We’re looking for someone with some solid experience in Trusts and Estates Tax, gained within an accountancy practice or law firm. AAT, ATT or CTA qualification/part-qualification would be advantageous, alongside knowledge of TRS, IHT, CGT and Income Tax.
In return, you’ll join a supportive team where professional development is genuinely encouraged, with access to training, qualifications and increasingly complex client work.
If you’re looking for a role offering strong client exposure, technical development and genuine career progression, this is an opportunity worth exploring.
C3813
Please note that only those applicants who have a legal right to work in the UK and have an appropriate amount of practical, relevant UK tax experience will be considered for this role. Additionally, candidates who are already registered with us will be automatically considered for this Manchester based role.
Company
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