Tax Planning Team Lead Opportunity

3 weeks ago


Sheffield, Sheffield, United Kingdom Clark Wood Full time
Senior Tax Leadership Role

We are seeking a highly experienced Senior Tax Professional to join Clark Wood's Private Client team in Sheffield. As a result of internal growth and recent acquisitions, the company is expanding its Private Client team and requires a skilled leader to drive its tax planning efforts.

Main Responsibilities:
  • Oversee the development and execution of the private client tax planning team's strategy.
  • Expertly advise on Estate/Inheritances Tax (IHT) reviews and bespoke complex planning to mitigate IHT exposures.
  • Implement and manage trust planning initiatives.
  • Design and execute property tax planning strategies.
  • Address offshore aspects, if necessary.
  • Support with residency and domicile issues for high-net-worth individuals (HNWs).

This role requires a minimum of 5 years' experience in advising on inheritance tax and trusts.

Estimated Salary: £100,000 - £150,000 per annum.



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