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 cli...