Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.
This leading central London based Tax Boutique are currently recruiting for a Private client specialist.
As a manager you will work as part of the wider Private Client Team to service a varied portfolio of clients with an emphasis on Capital gains and lifetime planning.
The firm offer excellent benefits and there is very good scope to progress quickly to more senior positions.
Duties & Responsibilities:
Work closely with the private client partners in advising clients on capital taxes and lifetime planning.
Experience in advising on capital gains tax, inheritance tax, estate planning and trusts
Compliance and planning in relation to UK and offshore trusts
Preparation of estate and trust returns and liaising with HMRC
Type of work includes: Capital gains tax planning and compliance, Tax efficient estate planning and instructions for will writing, Use of BPR (and APR) and other reliefs, Advising post death and dealing with compliance matters
Participating in team sessions and regular brain storming on client issues
Working with colleagues in advising on wider planning and structuring e.g. being the capital taxes expert on a large group reorganisation or property structuring
Tax qualified (CTA /STEP)
For further information on this role please contact Richard Kinsey at Clark Wood
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 a minimum of £200 in vouchers if we assist them in securing a permanent role