Mixed Tax Senior / Manager
Saffron WaldenCompetitive Salary
Clark Wood are working with a well-established independent accountancy firm in Saffron Walden that is looking to appoint a Mixed Tax Senior / Manager to join their close-knit team.
This is an excellent opportunity to join a hands‑on, partner‑led environment where you will manage a varied portfolio and play a key role across compliance and advisory work, with particular involvement in trusts and share schemes.
The Role
You will manage a mixed portfolio of personal, corporate and trust clients, overseeing compliance while supporting partners on a range of advisory assignments.
- Managing personal, corporate and partnership tax returns, including CT600s and self‑assessments
- Liaising with HMRC and ensuring all filing deadlines are met
- Preparing and reviewing SA900 trust returns, including IHT100 reporting, periodic and exit charge calculations
- Advising trustees on distributions and inheritance tax implications and overseeing Trust Registration Service compliance
- Managing annual ERS returns and supporting clients with EMI and other tax‑advantaged share schemes
- Assisting with advisory work such as profit extraction, incorporations, restructures, CGT planning and succession/exit planning
- Providing technical support internally and assisting with process improvements and business development
The Candidate
CTA, ATT or ACA/ACCA with strong tax experience will be considered
- At least 2 years’ UK practice tax experience
- Experience with trust taxation and IHT
- Knowledge of share scheme / ERS compliance
The firm has an excellent reputation across the area and can offer a solid platform to progress into senior management and beyond, and also a good working life balance with regular hybrid working available.
This role would suit an experienced Mixed Tax Senior looking to step up, or an established Manager seeking a varied role within a supportive independent firm.
For further information on this role please contact Jack Wyatt @ jwyatt@clark-wood.co.uk / 07880 255933
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