Private Client Tax Director

OverviewPrivate Client Tax DirectorChesterfield£85,000 - £100,000

Clark Wood is thrilled to collaborate with a prestigious regional firm in Chesterfield, which is expanding its Private Client team due to internal growth and recent acquisitions. We are seeking a Private Client Director to join this dynamic team.

This renowned firm has an excellent reputation across Chesterfield and South Yorkshire, making this a key appointment during an exciting period of growth.

Responsibilities

Lead the operational aspects of the private client tax planning team, including team development and overall strategy.

Provide comprehensive private client tax advice, covering:

Estate/Inheritances 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 (optional).

Residency and domicile issues for high-net-worth individuals (HNWs).

Estate administration.

Qualifications

Minimum of 5 years’ experience advising on inheritance tax and trusts.

Ability to sign off on estate administration assignments in the medium term.

For more information on this role, please contact Jack Wyatt at Clark Wood at jwyatt@clark-wood.co.uk or call 07880 255933.

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