Tax Planning Expert

3 days ago


Sheffield, Sheffield, United Kingdom Clark Wood Full time
Job Description

Clark Wood is seeking a seasoned Private Client Director to join its dynamic team in Sheffield. This strategic role involves leading the operational aspects of the private client tax planning team, including team development and overall strategy.

  1. Drive the growth and success of the private client tax planning team.
  2. Estate/Inheritances Tax (IHT) reviews and bespoke, complex planning to mitigate IHT exposures.
  3. Implement and manage trust planning strategies.
  4. Develop and execute property tax planning initiatives.
  5. Optional offshore aspects for clients.
  6. Residency and domicile issues for high-net-worth individuals.
Qualifications and Requirements

A minimum of 5 years' experience advising on inheritance tax and trusts is required for this position.



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