Private Client Director Lead

3 weeks ago


Sheffield, Sheffield, United Kingdom Clark Wood Full time
About the Role

We are looking for a highly experienced Private Client Director to lead our private client tax planning team in Sheffield. In this role, you will be responsible for driving the operational aspects of the team, including team development and overall strategy.

  • Lead the private client tax planning team to achieve business goals.
  • Conduct Estate/Inheritances Tax (IHT) reviews and develop bespoke, complex planning strategies.
  • Design and implement trust planning solutions.
  • Develop property tax planning initiatives.
  • Consider offshore aspects for clients (optional).
  • Analyze residency and domicile issues for high-net-worth individuals.
Requirements

The ideal candidate should have at least 5 years of experience advising on inheritance tax and trusts.



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