Private Client Tax Director

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

Job description

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.

Key Responsibilities:

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

Qualifications:

1. Minimum of 5 years’ experience advising on inheritance tax and trusts.
2. 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.