Private Client Tax Planning Lead

1 month ago


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:
  1. Strategic Team Leadership: Oversee the operational aspects of the private client tax planning team, driving innovation and growth through effective team development and strategic planning.
  2. Estate Tax Mitigation: Conduct in-depth reviews of estate/inheritances tax exposures and design bespoke, complex planning strategies to minimize liabilities.
  3. Trust Planning Implementation: Develop and manage trust planning solutions to ensure seamless execution and optimal results.
  4. Property Tax Expertise: Provide expert guidance on property tax planning, leveraging industry knowledge to drive informed decision-making.
  5. Offshore Aspects: Offer optional expertise on offshore aspects, catering to the diverse needs of high-net-worth individuals (HNWs).
  6. Residency and Domicile Issues: Address residency and domicile concerns for HNWs, ensuring comprehensive support and advice.
Qualifications and Experience:

We require a minimum of 5 years' experience advising on inheritance tax and trusts, with a proven track record of delivering exceptional results.

The ideal candidate will possess strong leadership skills, a deep understanding of tax regulations, and excellent communication abilities. In return, we offer a competitive salary of £120,000 - £150,000 per annum, reflecting the seniority and complexity of this role.



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