Clark Wood is thrilled to collaborate with a prestigious regional firm in St Albans, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Senior Manager to join this dynamic team.
This renowned firm has an excellent reputation across St Albans and Hertfordshire, making this a key appointment during an exciting period of growth.
This successful person will regularly advise on the full spectrum of private client tax advice including the following:
IHT reviews and bespoke, complex planning to mitigate
Implementation and management of trust planning
Preparation of Wills
Property tax planning
Offshore aspects (although not essential)
Residency and Domicile aspects for HNWs (although not essential)
Estate planning and administration
Review of compliance documents (including trust returns, IHT forms, some personal tax returns for HNWs).
The successful candidate must be CTA Qualified and have a least 5 years’ experience advising on inheritance tax and trusts,
This is an excellent opportunity to join one of ST Albans strongest Tax Divisions at Senior Manager level with a clear platform to progress into Directorship.
For more information on this role, please contact Jack Wyatt at Clark Wood at jwyatt@clark-wood.co.uk or call 07880 255933
If this specific vacancy isn't what you're looking for, please reach out to explore other opportunities. You can send us your CV or contact us directly. Refer a friend or colleague to us and receive at least £500 in vouchers if we help them secure a permanent role.
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
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