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Trusts Senior

🏢 Clark Wood 📍 Newcastle upon Tyne, England 💼 Company - Private
Currency:
£42,000 - £65,000
£3,500 - £5,417 / mo
Verified Corporate Employer (Authorized Corporate Employer)

This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.

Transatlantic Cost of Living & Purchasing Power Benchmark

Verified Analytics
Location Base
Newcastle upon Tyne, England
Tier-1 UK Economic Zone
Est. Take-Home Pay
68% - 74% (After PAYE & NI)
Single tax filer baseline
Transatlantic Parity
1.0 GBP ≈ $1.28 USD Living Standard
Direct corporate benchmark

Position Overview & Specifications

Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.


Clark Wood are currently working with a specialist tax boutique who are looking to recruit a Trust Tax Accountant in their Newcastle office office.


As a Trust Tax Accountant you will assist in the provision of specialist advice on Private Client focussed matters including trusts (employment related trusts, family trusts and potentially charitable trusts and foundations), IHT/Estate planning, CGT planning, wills and probate.


As part of the role you will be responsible for a portfolio of trust clients and will require a working knowledge of various types of trusts and trust structures. You will need strong communication skills as the role includes liaising with clients as well as lawyers, intermediaries and other service providers.


Duties:


  • Maintain and develop existing relationships with clients and assist in developing new relationships with third party referrers and their clients.
  • Assisting in managing private client matters, with a particular focus on trusts.
  • Administration of trusts and estates (including tax compliance, accounts preparation and record keeping).
  • Advising on Inheritance Tax and Capital Gains Tax matters (including planning).
  • Assisting with estate planning reviews for clients focussing on asset protection.


Skills:


Ideally ACA / CTA / ATT / STEP qualified

Knowledge of private client tax / trust and estate tax and planning experience from a professional advisory firm would be beneficial.

For further information on this role please contact Richard Kinsey at Clark Wood – richard.kinsey@clark-wood.co.uk / 07949 239 757

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Candidate Selection & Onboarding Process

1

Application & Resume Screening

Submit your tailored CV/Resume directly to the talent acquisition portal.

2

Technical & Competency Interviews

Virtual interviews with the hiring manager and multidisciplinary team.

3

Formal Offer & Benefits Negotiation

Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.

4

Onboarding & Corporate Integration

Equipment provisioning, team orientation, and commencement of duties.

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Hiring Organization
Clark Wood

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Location: Newcastle upon Tyne, England
Eligibility: Verified Employer Direct Placement
Schedule: Company - Private
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