Private Client Tax Lead
3 weeks ago
Clark Wood - Tax Recruitment
We are excited to collaborate with a prestigious regional firm in Chesterfield, which is expanding its Private Client team due to internal growth and recent acquisitions.
The ideal candidate will be a CTA Qualified Senior Manager with at least 5 years' experience advising on inheritance tax and trusts, and ideally within the administration of Estates.
This role offers an excellent opportunity to join one of South Yorkshire's strongest Tax Divisions at Senior Manager level with a clear platform to progress into Directorship.
Key Responsibilities:
- Bespoke, complex planning to mitigate IHT reviews
- Implementation and management of trust planning
- Preparation of Wills
- Property tax planning
- Offshore aspects (although not essential)
- Residency and Domicile aspects for HNWs (although not essential)
- Estate planning and administration
- Review of compliance documents (including trust returns, IHT forms, some personal tax returns for HNWs)
Estimated Salary: £65,000 - £75,000
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