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IPS Group
,
Leeds, West Yorkshire
Private Client Tax Director
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Job Type: Full-time |
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Overview
We are working with one of Yorkshire's fastest growing independent firms on an opportunity to join their Private Client team. This is an established team with a firm footprint in the Yorkshire market and we are looking for a client facing CTA qualified private client specialist who will work with the private client Partner to develop this service line. Some of the duties will include; Provision of high level tax planning advice to HNW individuals, including Inheritance Tax planning, non-domicile and residence issues and the use of UK and offshore trusts and income tax planning. Carrying out IHT reviews/estate planning work for HNW individuals e.g. entrepreneurs, directors and shareholders of companies that are dealt with by the firm. Evaluates IHT and Trust products and services and also develops new products and strategies with Partner Provide Probate services to appropriate clients. The delivery of ad-hoc tax advice mainly around IHT, Trust and succession planning. Introducing Private Clients consultancy services to potential new clients with staff from other departments. Presenting proposals for Private Client consultancy services to current clients. Working closely with the wealth management team to ensure a joined up approach to tax and financial planning. Contributing to department policies and procedures in order to improve efficiency and effectiveness Undertakes appraisals of appropriate senior/junior members of staff. Wills and advice planning for SME's IPS Finance has 40 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website www.ipsfinance.com to view the latest accountancy / finance and practice opportunities.