Private Client Tax Director

13 Days Old

Overview

Private Client Tax Director
Chesterfield
£85,000 - £100,000

Clark Wood is thrilled to collaborate with a prestigious regional firm in Chesterfield, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Director to join this dynamic team.

This renowned firm has an excellent reputation across Chesterfield and South Yorkshire, making this a key appointment during an exciting period of growth.

Responsibilities

  • Lead the operational aspects of the private client tax planning team, including team development and overall strategy.
  • Provide comprehensive private client tax advice, covering:
    • Estate/Inheritances Tax (IHT) reviews and bespoke, complex planning to mitigate IHT exposures.
    • Implementation and management of trust planning.
    • Preparation of Wills.
    • Property tax planning.
    • Offshore aspects (optional).
    • Residency and domicile issues for high-net-worth individuals (HNWs).
    • Estate administration.

Qualifications

  • Minimum of 5 years’ experience advising on inheritance tax and trusts.
  • Ability to sign off on estate administration assignments in the medium term.

For more information on this role, please contact Jack Wyatt at Clark Wood at jwyatt@clark-wood.co.uk or call 07880 255933.

If this vacancy isn't what you're looking for, please reach out to explore other opportunities. You can send us your CV or contact us directly. Refer a friend or colleague and receive at least £1,000 in vouchers if we help them secure a permanent role.

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Location:
Chesterfield, England, United Kingdom
Salary:
£150,000 - £200,000
Job Type:
FullTime
Category:
Finance

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