Mixed Tax Senior / Manager
Saffron WaldenCompetitive Salary
Clark Wood are working with a well-established independent accountancy firm in Saffron Walden that is looking to appoint a Mixed Tax Senior / Manager to join their close-knit team.
This is an excellent opportunity to join a hands‑on, partner‑led environment where you will manage a varied portfolio and play a key role across compliance and advisory work, with particular involvement in trusts and share schemes.
The Role
You will manage a mixed portfolio of personal, corporate and trust clients, overseeing compliance while supporting partners on a range of advisory assignments.
Managing personal, corporate and partnership tax returns, including CT600s and self‑assessments
Liaising with HMRC and ensuring all filing deadlines are met
Preparing and reviewing SA900 trust returns, including IHT100 reporting, periodic and exit charge calculations
Advising trustees on distributions and inheritance tax implications and overseeing Trust Registration Service compliance
Managing annual ERS returns and supporting clients with EMI and other tax‑advantaged share schemes
Assisting with advisory work such as profit extraction, incorporations, restructures, CGT planning and succession/exit planning
Providing technical support internally and assisting with process improvements and business development
The Candidate
CTA, ATT or ACA/ACCA with strong tax experience will be considered
At least 2 years' UK practice tax experience
Experience with trust taxation and IHT
Knowledge of share scheme / ERS compliance
The firm has an excellent reputation across the area and can offer a solid platform to progress into senior management and beyond, and also a good working life balance with regular hybrid working available.
This role would suit an experienced Mixed Tax Senior looking to step up, or an established Manager seeking a varied role within a supportive independent firm.
For further information on this role please contact Jack Wyatt @ jwyatt@clark-wood.co.uk / 07880 255933
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