Trusts, Estates and Inheritance Tax Manager

Reference: KW206
Team Valley
£38,000 - £42,000
+ 10% bonus
A unique opportunity has arisen for a Trusts, Estates and Inheritance Tax Manager to lead and further develop a small private client team at an expansive 3 partner firm of Chartered Accountants, Tax and Business Advisors based in Gateshead (or North West Durham).

Working closely with the firms Directors and Partners you will be responsible for a portfolio of Trusts, Estates and individuals where you will manage the compliance work whilst also operating in an advisory capacity with regards to probate, estate administration, tax planning and future family wealth management with a particular focus on IHT, CGT and their efficient usage in Trust vehicles.

The ideal candidate will be an experienced Tax & Trusts Senior who is confident advising clients on a range of complex matters including preparation of trust accounts and returns, managing the completion of personal Tax returns, dealing with complex tax affairs, calculating liabilities to inheritance tax, capital gains tax and income tax.

Ideally candidates will have a minimum of 5 years' specialist accounting expertise in tax and trusts in addition to qualifications which might include STEP, ACCA, ACA, ATT, CTA or AAT. The role may also suit broadly experienced personal tax specialists who perform some trust work and are seeking to develop their specialisation in trusts and IHT.

If you are a Tax & Trusts Accountant seeking to utilise your tax, trusts and IHT experience at a prestigious firm in Gateshead, then please apply now to be considered, or contact Ken Wilson on 0191 303 7471 for a confidential conversation.


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