Private Client Tax Director Position

15 hours ago


Sheffield, Sheffield, United Kingdom Clark Wood Full time
Private Client Tax Director

We are thrilled to collaborate with Clark Wood, a leading regional firm in Sheffield, which is expanding its Private Client team due to internal growth and recent acquisitions. The position involves leading the operational aspects of the private client tax planning team, including team development and overall strategy.

Main Duties:
  1. Lead the private client tax planning team, overseeing daily operations and long-term strategy.
  2. Provide expert advice on Estate/Inheritances Tax (IHT) reviews and bespoke complex planning to mitigate IHT exposures.
  3. Manage the implementation and maintenance of trust planning.
  4. Develop and execute property tax planning strategies.
  5. Handle offshore aspects, if required.
  6. Assist with residency and domicile issues for high-net-worth individuals (HNWs).

A minimum of 5 years' experience in advising on inheritance tax and trusts is essential for this role.

Estimated Salary: £90,000 - £140,000 per annum.



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