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Tax Advisory Manager

Employer
Clear IT Recruitment
Location
Waterford, Hertford, United Kingdom
Salary
Competitive Salary
Closing date
Dec 7, 2024
View more categoriesView less categories
Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time
A fantastic opportunity has arisen for an experienced Tax Advisory Manager or Consultant to join my clients team in their Hertford offices on a hybrid basis.

My client is a multi award winning, top 100 national chartered accountancy & business advisory firm with national expertise offering a full range of services.

Duties &

Responsibilities:


- Maintaining relationships with clients, working closely with them to obtain relief from inheritance tax as well as mitigating any increased exposure to inheritance tax going forward.
- Dealing with ten year and exit charges and planning around these as they arise.
- Advising trustees on the level of income distributions and any tax repayable.
- Preparation of the firm’s Trusts Accounts and tax returns as well as ensuring compliance with HMRC.
- Dealing with HMRC inquiry work as it arises.

Work Experience & Requirements:

- Essential to have specialist experience in Inheritance Tax, Trusts and Estates including the preparation of Trust Accounts.

Helpful to have experience in the following:

- Exit/Succession planning, including purchase of own shares, MBO, HMRC Clearance Applications
- Enterprise Management Incentive (EMI)
- Enterprise Investment Scheme (EIS)
- Share reorganisations

Personal Qualities:

- Excellent communication and interpersonal skills, being confident liaising with a wide range of clients both face-to-face and over email/telephone.
- Motivated individual with ability to multitask and complete assignments to deadlines.
- Minimum of 2-3 years of tax advisory experience.
- Excellent project management, analytical, IT and communication skills.
- Strong organisational skills and excellent attention to detail.
- Dedicated to superior client service.
- Professionalism, dependability, and integrity combined with a co-operative attitude.
- Ability to thrive in a dynamic team environment
- Qualified as a minimum, but CTA qualification would be preferred. We would consider an excellent ‘qualified by experience’ candidate.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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