Private Client Director
Chesterfield, MO, United States
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.
Key Responsibilities:
Lead the operational aspects of the private client tax planning team, including team development and overall strategy.
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).
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 [email protected] or call 07880 255933.
If this vacancy isn't what you're looking for, please reach out to explore other opportunities. You can send us your CV or contact us directly. Refer a friend or colleague and receive at least £1,000 in vouchers if we help them secure a permanent role.
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