Private Client Tax Manager or Senior Manager – Truro
Clark Wood have been instructed on a Managerial level opportunity in Truro, Cornwall, which offers the chance to focus on interesting advisory work for a mixed portfolio of tax clients.
This role would ideally suit a CTA Qualified experienced Manager or current Senior Manager, who has experience managing a department and a large complex portfolio of tax clients.
The main client base for this role would be private clients, high net worth individuals, landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas holding companies.
Key Responsibilities:
Provide high-level advisory & planning services with a great deal of autonomy;
Business development and networking: develop client services and grow tax portfolio;
Increase awareness & exposure of the firm's tax services.
Minimum Requirements:
CTA/ ACA Qualified
Relevant experience of IHT and CGT planning, advising on residence and domicile
Proven track record of Business Development
Experience within a Manager or Senior Manager level role
This local Truro office is commutable from areas all across Cornwall: Newquay, Falmouth, Redruth, St Austell etc.
For further information on this role please contact Richard Clark at Clark Wood – richard@clark-wood.co.uk / 01173 291052
#J-18808-Ljbffr
Clark Wood have been instructed on a Managerial level opportunity in Truro, Cornwall, which offers the chance to focus on interesting advisory work for a mixed portfolio of tax clients.
This role would ideally suit a CTA Qualified experienced Manager or current Senior Manager, who has experience managing a department and a large complex portfolio of tax clients.
The main client base for this role would be private clients, high net worth individuals, landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas holding companies.
Key Responsibilities:
Provide high-level advisory & planning services with a great deal of autonomy;
Business development and networking: develop client services and grow tax portfolio;
Increase awareness & exposure of the firm's tax services.
Minimum Requirements:
CTA/ ACA Qualified
Relevant experience of IHT and CGT planning, advising on residence and domicile
Proven track record of Business Development
Experience within a Manager or Senior Manager level role
This local Truro office is commutable from areas all across Cornwall: Newquay, Falmouth, Redruth, St Austell etc.
For further information on this role please contact Richard Clark at Clark Wood – richard@clark-wood.co.uk / 01173 291052
#J-18808-Ljbffr
