Private Client Tax Manager
We are working in a newly created role for a highly successful independent Firm. This permanent role is F/T or P/T negotiable with flexibility for some remote working
Cardiff Gate Business Park
Experience in tax in a private client compliance/advisory role, including family trust work
Reporting to Tax Partners
We are looking for an experienced Private Client Tax person to undertake Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of inheritance tax returns for trusts and review of more complex personal and trust tax returns.
You will be working with individuals and families, to establish their personal plans and goals and where relevant advise on tax implications and available tax reliefs or exemptions, in the following specialist areas by way of example:
Estate planning for business/property ownership
Tax implications of financial investments and investment products
Main residence planning
Use of trusts for tax planning
IHT/estate tax planning generally
Please get in touch to discuss this new role. Salary is negotiable depending on experience.