Trusts Tax Senior, Newcastle

Trusts Senior – Newcastle
Competitive Salary | Career Development | Private Client Tax

Clark Wood is working with a large, highly regarded regional practice seeking an experienced Trusts Senior to join its growing Private Client Tax team in Newcastle.

This is an excellent opportunity to manage a portfolio of trusts, estates and high-net-worth individuals, while developing your technical and advisory skills across a broad range of private client matters.

Your responsibilities will include:

    Managing a portfolio of trusts and estates, acting as a key contact for clients, trustees, executors and intermediaries.
    Preparing trust and estate accounts, tax returns, inheritance tax forms and related calculations.
    Advising on trust administration, distributions, tax payments and trust wind-ups.
    Assisting with succession, estate planning and other private client advisory projects.
    Liaising with HMRC on compliance matters and enquiries.
    Identifying tax planning opportunities and escalating these where appropriate.
    Obtaining and reviewing information from clients and third parties.
    Supporting client onboarding and ensuring appropriate risk and compliance procedures are followed.
    Keeping up to date with changes in trust and estate legislation and HMRC practice.
    Identifying opportunities to improve internal processes and supporting implementation of changes.

About You

You will ideally have:

    AAT, ATT or CTA qualification/part-qualification, or equivalent experience.
    At least two years' practical experience in Trusts & Estates tax compliance.
    Experience gained within an accountancy or legal practice.
    Knowledge of Inheritance Tax, Capital Gains Tax and Income Tax as they apply to trusts and estates.
    An understanding of Trust Registration Service (TRS) requirements.
    Strong client relationship, communication and organisational skills.
    Excellent attention to detail and the ability to manage multiple deadlines.
    A proactive, commercial approach to identifying issues and opportunities.

This is an excellent opportunity for an experienced Private Client Tax professional looking to develop their career within a supportive and growing team, with ongoing training and exposure to complex trust and estate work.

For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood - richard@clark-wood.co.uk - Mobile: +44 (0) 7796 543596

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive £500-1000 in vouchers if we assist them in securing a permanent role.

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