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Private Client Tax Director/ Partner Designate
5 days ago
Private Client Tax Director / Partner Designate
Role Overview:
This position is based in South Yorkshire, offering a competitive salary of up to £100k+ depending on experience. The role includes the possibility of hybrid and flexible working arrangements. The successful candidate will autonomously scope and deliver projects to clients, lead the operational side of the private client tax planning team, including the development of team members and overall strategy, and spearhead business development activities. This role presents exceptional long-term prospects within a growing, busy, and award-winning team, with the intention for the candidate to eventually become a Partner.
Core Responsibilities:
- Provide comprehensive private client tax advice, including:
- Estate / Inheritance Tax (IHT) reviews and bespoke, complex planning to mitigate IHT exposures
- Implementation and management of trust planning
- Preparation of Wills
- Property tax planning
- Offshore aspects (not essential but advantageous)
- Residency and Domicile aspects for High Net Worth Individuals (HNWIs)
- Estate administration
Candidate Requirements:
- At least 5 years’ experience advising on inheritance tax and trusts
- Significant experience in signing off the administration of Estates
- Competence in navigating a set of accounts and practical experience in reviewing/providing input into accounts
- Gravitas and leadership qualities to lead the team and formulate strategy over time
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