Private Client Tax Director

Clark Wood - Tax Recruitment; Chesterfield; On-site; GBP 85,000 - 100,000; Full time

Job summary

A prestigious regional firm in Chesterfield seeks a Private Client Tax Director to lead their expanding team. This role involves advising on inheritance tax, trust management, and estate planning. Candidates must have at least 5 years' experience in related fields. The firm is known for its excellent reputation in Chesterfield and South Yorkshire, offering a competitive salary between £85,000 - £100,000.

Qualifications

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

Responsibilities

• Lead the operational aspects of the private client tax planning team.
• Provide comprehensive private client tax advice, including estate tax reviews and complex planning.
• Manage trust planning and preparation of Wills.

Skills

Inheritance Tax advice

Trust management

Estate planning

Strategy development

Job description

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 [e-mail] or call 07880 255933.

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