Private Client Tax Advisor

1 month ago


Sheffield, Sheffield, United Kingdom Clark Wood Full time

About Clark Wood

Clark Wood is a leading recruitment agency in the UK, specializing in tax and accountancy jobs. We are excited to partner with a prestigious regional firm in Sheffield to find a highly skilled Private Client Tax Advisor.

About the Role

We are seeking an experienced Senior Manager to join their dynamic Private Client team. The successful candidate will advise on a wide range of private client tax matters, including IHT reviews, trust planning, and estate administration.

Key Responsibilities

  • Conducting IHT reviews and developing bespoke tax planning strategies
  • Implementing and managing trust planning for high net worth individuals
  • Preparing Wills and advising on property tax planning
  • Managing offshore aspects of tax planning (optional)
  • Reviewing residency and domicile aspects for high net worth individuals (optional)
  • Estate planning and administration
  • Reviewing compliance documents, including trust returns and IHT forms

Requirements

The ideal candidate will be CTA qualified with at least 5 years' experience advising on inheritance tax and trusts. A background in estate administration is also desirable.

What We Offer

This is an excellent opportunity to join one of South Yorkshire's strongest tax divisions as a Senior Manager. With a clear career progression path, you can look forward to advancing to Directorship in the future.

Salary

The salary for this role is £80,000 - £100,000 per annum, depending on experience.



  • Sheffield, Sheffield, United Kingdom Clark Wood Full time

    Private Client Tax DirectorWe 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...


  • Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Irwin Mitchell is a leading law firm looking for a talented individual to fill the role of Senior Tax Advisor. Based in the UK, this position requires a deep understanding of tax laws and regulations, particularly in relation to private clients.The successful candidate will have several years' experience working in a relevant tax role, with expertise in...


  • Sheffield, Sheffield, United Kingdom Clark Wood Full time

    At Clark Wood, we are committed to excellence in providing top-tier tax advisory services to our esteemed clients. In this context, we seek a seasoned Private Client Director to spearhead our dynamic team.Key Responsibilities:Strategic Team Leadership: Oversee the operational aspects of the private client tax planning team, driving innovation and growth...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time

    Are you a motivated and experienced Senior Tax Professional looking for a new challenge? We are seeking a highly skilled individual to manage a portfolio of high-net-worth private clients and drive business growth for IPS Group.About the OpportunityThis is a unique opportunity to work with a top 40 firm of Chartered Accountants and contribute to the success...


  • Sheffield, Sheffield, United Kingdom Bhp Llp. Full time

    We are looking for a Corporate Tax Advisor to join our team at BHP LLP, where you will have the opportunity to work with a range of clients across various industries.About the PositionThis is an exciting opportunity for a Graduate to develop their skills in corporate tax and gain experience working with a leading independent firm of Chartered Accountants.As...


  • Sheffield, Sheffield, United Kingdom Bhp Llp. Full time

    Job DetailsWe are seeking an Apprentice Tax Advisor to join our team on our Tax Graduate Scheme. This role offers the opportunity to work with a range of interesting and varied client assignments, providing essential advice and specialist insight to support businesses with their tax obligations.Key ResponsibilitiesYou will work closely with experienced tax...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time £45,000 - £55,000

    We are looking for a talented Private Client Manager to join our team at IPS Group. As a senior member of our tax department, you will be responsible for overseeing a diverse portfolio of private clients and driving the success of our firm.The ideal candidate will have extensive experience in personal and trust tax, with a strong background in UK tax...


  • Sheffield, Sheffield, United Kingdom CV-Library Full time

    CV-Library is seeking a Professional Tax Advisor to join our team of experts.About the RoleThis is a challenging and rewarding opportunity for a highly skilled professional to work with a leading firm in the field of taxation.Key ResponsibilitiesProvide tax advisory services to clients across a range of industries.Conduct tax planning and compliance...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time

    We are seeking an experienced Tax Portfolio Manager to join our team at IPS Group. As a key member of our tax department, you will be responsible for managing a portfolio of high-net-worth private clients and driving business growth.About the JobKey responsibilities will include:Managing client relationships and providing expert tax adviceDeveloping and...


  • Sheffield, Sheffield, United Kingdom Clark Wood - Tax Recruitment Full time

    A renowned firm of chartered accountants and tax advisors is seeking a skilled Corporate Tax Manager to join their team in Sheffield. As a key member of the team, you will be responsible for managing a portfolio of clients and providing expert advice on corporate tax matters.The successful candidate will have a strong understanding of UK corporate tax law...


  • Sheffield, Sheffield, United Kingdom Clark Wood - Tax Recruitment Full time

    Clark Wood is a specialist Recruitment Consultancy operating within the UK Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.We are currently seeking an experienced Corporate Tax professional to join a leading...


  • Sheffield, Sheffield, United Kingdom Clark Wood - Tax Recruitment Full time

    We are seeking a highly skilled and experienced Corporate Tax Manager to join our client's team in Sheffield. As a key member of the team, you will be responsible for managing a portfolio of clients and providing expert advice on corporate tax matters.The successful candidate will have a strong understanding of UK corporate tax law and regulations, as well...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time £45,000 - £55,000

    Ips Finance has a long history of providing expert accountancy and finance recruitment solutions to businesses across the Yorkshire region. We are now seeking an exceptional Tax Manager to join our team and help us deliver high-quality tax services to our clients.About the PositionAs a Tax Manager at Ips Finance, you will have the opportunity to work with a...


  • Sheffield, Sheffield, United Kingdom Fqps Full time

    About the JobOur Sheffield office is seeking an experienced private client paralegal/fee earner to join our growing private client team. As a Senior Private Client Paralegal/Fee Earner, you will play a key role in managing a caseload consisting of probate, estate planning, IHT calculations, advising trustees, and managing day-to-day matters involved with...


  • Sheffield, Sheffield, United Kingdom Sellick Partnership Limited - Private Practice Full time

    At Sellick Partnership Limited - Private Practice, we are seeking a skilled Private Client Solicitor to fill a maternity cover position in South Yorkshire. This long-term opportunity will commence in November and continue until summer 2025.The ideal candidate will be able to manage a caseload of general private client matters, including wills, probate,...


  • Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    We are seeking a highly motivated and experienced Senior Tax Advisor to join our Private Client Services team at Irwin Mitchell. This exciting opportunity is based in the UK and offers a chance to work with a dynamic and forward-thinking law firm.The ideal candidate will have a strong background in tax advisory services, with experience in dealing with...

  • Senior Tax Expert

    4 weeks ago


    Sheffield, Sheffield, United Kingdom Irwin Mitchell Full time

    Our Private Client Services team is seeking a highly skilled Senior Tax Advisor to join their ranks. Located in the UK, this role offers an exceptional opportunity for career advancement and professional growth.The ideal candidate will possess expertise in personal tax compliance and advice, with experience dealing with complex tax cases, including CGT,...


  • Sheffield, Sheffield, United Kingdom G2 Legal Limited Full time

    G2 Legal Limited is a well-established, reputable firm of specialist Solicitors that represents clients all over the UK. This role offers a fantastic agile working scheme so you would be able to work remotely for a proportion of the time, giving you a great work-life balance. As this is a hybrid role, you would also be required in the office.The estimated...


  • Sheffield, Sheffield, United Kingdom G2 Legal Limited Full time

    As a Strategic Private Client Solicitor at G2 Legal Limited, you will have the opportunity to lead our private client department in Sheffield.We are seeking an experienced solicitor with at least 7 years PQE and a strong background in private client law, including wills, trusts, probate, LPAs, estate administration, inheritance tax planning, and court of...


  • Sheffield, Sheffield, United Kingdom G2 Legal Limited Full time

    G2 Legal Limited is looking for a highly skilled Private Client Department Head to join our team in Sheffield.The successful candidate will have at least 7 years PQE and extensive experience in private client law, including wills, trusts, probate, LPAs, estate administration, inheritance tax planning, and court of protection.You will be responsible for...