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