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The ideal candidate will have a deep understanding of private client tax, with experience in estate planning, trust management, and a strong grasp of account management. This role offers the opportunity to lead a dynamic team, shape the strategy of a successful firm, and work towards partnership in a supportive environment.
Responsibilities
- Autonomously scope and deliver projects to clients
- Lead the operational side of the private client tax planning team, including development of others and overall strategy
- Engage in business development activities
- Provide leadership in a growing, busy, and award-winning team with exceptional long-term prospects
- Potential for partnership in the future
Key Areas of Expertise
- Estate and Inheritance Tax (IHT) reviews and complex planning
- Implementation and management of trust planning
- Preparation of Wills
- Property tax planning
- Residency and domicile considerations for high-net-worth individuals (HNWs)
- Estate administration
If you have the gravitas and experience to excel in this role, we encourage you to apply.
Salary up to 100,000
Great Benefits including 25 days leave, "zero overtime" policy, flexible working, and a host of additional extras.
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 to view the latest accountancy / finance and practice opportunities.
