Private Client Director

3 days ago


Chesterfield, Derbyshire, United Kingdom IPS Group Full time
Private Client Director Opportunity

We are seeking an experienced Private Client Director to lead our private client tax planning team. The ideal candidate will have a deep understanding of private client tax, with experience in estate planning, trust management, and a strong grasp of account management.

Key Responsibilities
  • Autonomously scope and deliver projects to clients, providing expert tax planning advice and guidance.
  • Lead the operational side of the private client tax planning team, including development of others and overall strategy.
  • Engage in business development activities to drive growth and expansion of the team.
  • Provide leadership in a growing, busy, and award-winning team with exceptional long-term prospects.
  • Potential for partnership in the future.
Key Areas of Expertise
  • Estate and Inheritance Tax (IHT) reviews and complex planning.
  • Implementation and management of trust planning.
  • Preparation of Wills.
  • Property tax planning.
  • Residency and domicile considerations for high-net-worth individuals (HNWs).
  • Estate administration.

We offer a competitive salary up to £100,000, great benefits including 25 days leave, a "zero overtime" policy, flexible working, and a host of additional extras. IPS Finance has 40 years' experience in the Yorkshire accountancy recruitment market, and we have built our business on long-term relationships with both individuals and clients in all sectors.



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