Private Client Tax Manager- IHT and Trusts, Niche Consultancy - London

Job Title Private Client Tax Manager- IHT and Trusts, Niche Consultancy - London
Contract Type Permanent
Contract Duration n/a
Sectors Personal Tax,
Location London
Salary £55000 - £65000 per annum
Job Published almost 5 years ago
Our Reference 5520
Who to Contact Victoria Knowles
Contact Email

Job Description

Private Client Manager- IHT and Trusts.  

Niche Consultancy, London

£55,000 - £65,000 plus bens

The Firm:

This award winning consultancy prides itself on providing specialist, bespoke tax advice and support to a varied clientele.

The role:

You will get to work directly with the private client partners and will advise clients on all capital taxes and lifetime planning. This is a rare opportunity to work with industry leaders who are regularly published in tax journals and are sought out for their expertise.

Duties Include;

  • 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

  • Work with colleagues on advising on wider planning and structuring e.g. being the IHT/BPR expert on a large group reorganisation or property structuring


What do you need to qualify?

  • CTA/ STEP/ACA or equivalent

  • Experience in advising on inheritance tax, estate planning and trusts is required.

  • Compliance and planning in relation to UK trusts

  • Preparation of estate and trust returns and liaising with HMRC



Why work here?

  • Award winning practice

  • Excellent opportunity to work directly with industry leaders

  • Increase your technical knowledge by working on complex advisory projects

  • High profile clients

  • Promotes from within

  • 25 days holiday

  • Critical illness

  • Death in service

  • Private medical

  • Pension


Ref: 5520 Published: almost 5 years ago

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