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Private Client Director
2 months ago
The ideal candidate will possess a deep understanding of private client tax, with experience in estate planning, trust management, and a strong grasp of account management. This role offers the opportunity to lead a dynamic team, shape the strategy of a successful firm, and work towards partnership in a supportive environment.
Key Responsibilities
- Autonomously scope and deliver projects to clients, ensuring exceptional results and client satisfaction.
- Lead the operational side of the private client tax planning team, including development of others and overall strategy, driving growth and success.
- Engage in business development activities, identifying new opportunities and building relationships with key stakeholders.
- Provide leadership in a growing, busy, and award-winning team with exceptional long-term prospects, fostering a culture of excellence and collaboration.
- Potential for partnership in the future, offering a clear path for career advancement and professional growth.
Key Areas of Expertise
- Estate and Inheritance Tax (IHT) reviews and complex planning, ensuring compliance and minimizing tax liabilities.
- Implementation and management of trust planning, providing tailored solutions for high-net-worth individuals.
- Preparation of Wills, ensuring accurate and effective estate planning.
- Property tax planning, minimizing tax burdens and maximizing wealth.
- Residency and domicile considerations for high-net-worth individuals, providing expert guidance and advice.
- Estate administration, ensuring seamless and efficient management of estates.
If you have the expertise and experience to excel in this role, we encourage you to apply. Salary up to £100,000, great benefits including 25 days leave, "zero overtime" policy, flexible working, and a host of additional extras. IPS Finance has 40 years' experience in the Yorkshire accountancy recruitment market, building long-term relationships with clients and candidates alike.
